Operations Specialist

Job Summary

A company is looking for an Operations Specialist to provide support in policy servicing and application processes.

Key Responsibilities

• Process applications and issue new policies while ensuring accuracy and compliance
• Support in-force policy servicing by handling distributions and resolving inquiries
• Communicate with policy owners and agents regarding policy provisions and service options

Required Qualifications

• Associate's degree in a related field preferred; high school diploma with sufficient experience accepted
• 2-4 years of experience in insurance, financial services, or a related field
• Proficiency in document preparation and maintaining accuracy in correspondence
• Ability to work independently while contributing to team objectives
• Experience managing relationships in a regulated environment