Operations Specialist II

Job Summary

A company is looking for an Operations Specialist II to manage policy setup and distribution processes.

Key Responsibilities

• Process applications and issue policies, ensuring compliance with guidelines
• Research and resolve policy owner and agent inquiries related to in-force policies
• Calculate and process necessary distributions while maintaining accurate records

Required Qualifications

• Associates Degree in a related field or sufficient experience with a high school diploma
• 2-4 years of experience in client service or relationship management in insurance or financial institutions
• Specialized skills developed through job-related training and experience
• Ability to work with limited supervision and provide guidance to less experienced team members
• Proficiency in using word processing applications for correspondence formatting and editing