ELYON International
Summary:
The main function of an Operations Specialist is to be responsible for setting up and issuing new policies, processing distributions, researching issues and providing solutions, and responding to agent and policy owner inquiries. New business processors are responsible for the policy up to the time it is issued. Distribution processors service the policy once it is in force.
Job Responsibilities: • When assigned to the new business function, perform all service functions related to processing applications and issuing policies. • Review and evaluate applications for completeness, accuracy, and compliance with State and Federal guidelines. • Determine whether applications are properly submitted and meet our suitability requirements. • Interface with agents and/or applicants in the process of gathering the necessary information to get an annuity ready to issue. • Create data entries necessary to properly issue policies. • Print, assemble, and mail issued policies. • When assigned to the distribution function, perform all service functions related to the life cycle of an in-force policy. • Research, evaluate, and resolve policy owner and field force requests. • Interface with agents and/or applicants in this process. • Identify omissions in submitted materials and obtain necessary information to ensure transaction accuracy. • Calculate and process necessary distributions. • Communicate sensitive policy information and policy service options to policy owners and agents on contractual provisions, statutory regulations, suitability requirements, and other related policy information. Determine effective dates and policy and transaction acceptance requirements.
Skills/Qualifications: • Has developed specialized skills through job-related training and considerable on-the-job experience. • Completes work with a limited degree of supervision. • Provides informal guidance and support to less experienced team members. • Is skilled in a range of processes, procedures and systems to carry out assigned tasks. • Uses knowledge of how the team integrates with others to accomplish the team objectives. • Format and produce correspondence using current word processing applications and proofread and edit for spelling, punctuation and grammar • Apply policies and procedures to a variety of (clear and unclear) situations consistently • Strong customer service skills including problem solving, consultation, and negotiation skills
Education/Experience: • Associates Degree in related field. High school diploma if experience is sufficient. • demonstrated client service/relationship management experience in the insurance or other financial institution field, or an equivalent combination of education and/or relevant experience. • 2-4 Years' Experience
Benefits: Paid sick leave, Medical/Dental (optional), 401 (k) Retirement Plan (optional), Employer Paid Life Insurance, Employer Paid Short Term Disability, Optional Life Insurance. ELYON International, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran
The main function of an Operations Specialist is to be responsible for setting up and issuing new policies, processing distributions, researching issues and providing solutions, and responding to agent and policy owner inquiries. New business processors are responsible for the policy up to the time it is issued. Distribution processors service the policy once it is in force.
Job Responsibilities: • When assigned to the new business function, perform all service functions related to processing applications and issuing policies. • Review and evaluate applications for completeness, accuracy, and compliance with State and Federal guidelines. • Determine whether applications are properly submitted and meet our suitability requirements. • Interface with agents and/or applicants in the process of gathering the necessary information to get an annuity ready to issue. • Create data entries necessary to properly issue policies. • Print, assemble, and mail issued policies. • When assigned to the distribution function, perform all service functions related to the life cycle of an in-force policy. • Research, evaluate, and resolve policy owner and field force requests. • Interface with agents and/or applicants in this process. • Identify omissions in submitted materials and obtain necessary information to ensure transaction accuracy. • Calculate and process necessary distributions. • Communicate sensitive policy information and policy service options to policy owners and agents on contractual provisions, statutory regulations, suitability requirements, and other related policy information. Determine effective dates and policy and transaction acceptance requirements.
Skills/Qualifications: • Has developed specialized skills through job-related training and considerable on-the-job experience. • Completes work with a limited degree of supervision. • Provides informal guidance and support to less experienced team members. • Is skilled in a range of processes, procedures and systems to carry out assigned tasks. • Uses knowledge of how the team integrates with others to accomplish the team objectives. • Format and produce correspondence using current word processing applications and proofread and edit for spelling, punctuation and grammar • Apply policies and procedures to a variety of (clear and unclear) situations consistently • Strong customer service skills including problem solving, consultation, and negotiation skills
Education/Experience: • Associates Degree in related field. High school diploma if experience is sufficient. • demonstrated client service/relationship management experience in the insurance or other financial institution field, or an equivalent combination of education and/or relevant experience. • 2-4 Years' Experience
Benefits: Paid sick leave, Medical/Dental (optional), 401 (k) Retirement Plan (optional), Employer Paid Life Insurance, Employer Paid Short Term Disability, Optional Life Insurance. ELYON International, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran