Service Analyst I
4 days ago
Job Title: Service Analyst I
Location: Jersey City, NJ Hybrid (Remote Monday and Friday; Onsite Tuesday–Thursday)
Duration: 6-month contract
Must-Have Skills
• Strong organizational skills
• Familiarity with Microsoft Office Suite
• Ability to work remotely using VPN
• Basic familiarity with ChatGPT and Microsoft tools
• Ability to pivot quickly and maintain focus on repetitive tasks
• Attention to detail and punctuality
Overview
The Service Analyst I will support Institutional Annuities operations by ensuring accuracy, compliance, and timely execution of service tasks. This role is ideal for individuals who are organized, detail-oriented, and comfortable working independently in a fast-paced environment. No prior experience is required—training and coaching will be provided.
Key Responsibilities
• Sort and organize incoming mail, faxes, emails, and OneDrive files; assign to appropriate teams
• Index PDF documents into Global Search to maintain up-to-date records
• Review participant contract data for accuracy and completeness
• Prepare and send correspondence to contract participants
• Assign inbound correspondence to service representatives
• Monitor and track response timelines, ensuring timely follow-up
• Maintain accurate records in workflow systems and participant files
• Review forms and documents for compliance
• Process routine non-financial account activities
• Provide clear explanations of basic functional information to participants and colleagues
• Answer participant phone inquiries with clarity and professionalism
• Assist with locating missing participants and uncashed checks, including obituary searches
• Help employees locate tax forms when needed
Preferred Qualifications
• Associate's or Bachelor's degree preferred, or equivalent experience
• No prior experience required—on-the-job training provided
Interview Process
• Initial phone interview with hiring manager
• Follow-up in-person interview
Team & Culture
• Supportive and structured environment
• Client on independence, reliability, and professionalism.
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