Retention Operations Analyst

Job Summary

A company is looking for a Retention Operations Analyst to perform sales operations functions for renewing business and liaise between the Client Management team and internal partners.

Key Responsibilities

• Process client renewal transactions across all product lines and ensure compliance with regulations
• Communicate renewal experience information and maintain tracking of deliverables for assigned clients
• Participate in root cause analysis of renewal issues and support optional service projects

Required Qualifications

• Bachelor's or Associate's degree in a related field preferred or at least one year of related experience
• Previous sales operations or benefit service experience preferred
• Audit and/or Quality Assurance experience is a plus
• Knowledge of systems such as Excel, Word, Outlook, and SFDC applications
• General knowledge of insurance products and procedures for sales operations is desired