Operations Specialist

Job Summary

Providing exceptional customer service, the full-time Operations Specialist will manage policy administration tasks, respond to customer inquiries, and collaborate with cross-functional teams in a remote environment.

Key responsibilities

• Act as an advocate for agent partners by processing policy changes, loan processing, and generating reports
• Respond to inbound customer inquiries through various channels while ensuring compliance with service levels
• Collaborate with internal teams to share feedback and support the maintenance of standard operating procedures

Required qualifications

• 1+ years of experience in customer support, preferably in insurance
• Familiarity with Salesforce and Dropbox or HelloSign is preferred
• Knowledge of life insurance regulations and death claims handling is advantageous
• Proven ability to manage projects and deliver results on time
• Strong adaptability to changing work environments and effective communication skills