Operations Analyst

Job Description

JOB DETAILS

REQUIREMENTS

• Strong planning, organizing, and time management skills
• Exceptional attention to detail and accuracy
• Reliable work ethic and ability to follow directions
• Excellent written and verbal communication skills
• Working knowledge of Microsoft Office
• Ability to learn in-house case management system (EDISON) and quoting software (IQ)
• Ability to handle multiple competing priorities effectively
• 0-2 years of office experience in a support function

Preferred

• Structured Settlement knowledge
• Recent experience performing data entry in a case management system
• Advanced knowledge of Microsoft Office
• Experience working in Financial Settlements, legal, or insurance industries

RESPONSIBILITIES

• Review case manager and consultant document submissions for accuracy and compliance with client guidelines, life company underwriting rules, and state regulations.
• Perform month-end closing for assigned offices to ensure proper premium input.
• Update company resources in a timely manner and disseminate to the company.
• Prepare life company rate changes and roll-out to the company.
• Assist with special projects and other responsibilities as directed or as appropriate per field office.

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