We are seeking a highly analytical and detail-oriented Operations Analyst to join our team. As an Operations Analyst, you will be responsible for collaborating with internal and external teams. This role will collaborate with our Third-Party Administrator (TPA) to collect, analyze, and interpret data to improve policy holder experience; as well as identifying areas of improvement relative to day-to-day operations. Your insights and recommendations will play a critical role in streamlining operations, optimizing resource allocation, and enhancing overall business performance.

• Responsible for overseeing that customer and management expectations are met or exceeded, relative to day-to-day insurance policy service.
• “Customer” refers to policyholders, agents, representatives, marketing organizations and internal customers.
• Aid in the monitoring of service levels established for the TPA regarding all policy related services.
• Outstanding communication skills with the ability to interact with other teams and individuals to make business recommendations.
• Collaborate with internal and external partners to find and implement improvements (cost, time to deliver and quality) to existing processes.
• Tasks associated with our third-party vendors include changes and annual compliance reviews (Hexure, EBIX).
• Contribute to the report and audit of key metrics, as well as to the automation of reporting and executive dashboards.
• Work closely with channel specialists (Sales/Marketing), to support marketing campaigns and Distribution management. Familiarity with SalesForce.com or similar CRM solutions.
• Participate in the update and creation of service forms and policy assembly instructions as we add additional products.
• Agent & Client Portals
• Collaborate with staff to design enhancements to allow for the portal’s accessibility, ease of use, provide additional information and streamline current processes.
• User Acceptance Testing for releases.
• Other duties as needed or required.

• Bachelor's degree or equivalent work experience preferred.
• 4 years’ experience working with independent sales organizations.
• 4 years’ experience working with insurance processes.
• Experience with state insurance producer appointment process
• Experience with direct customer interaction.

• Experience managing and working in cross-functional teams including external partners.
• Strong problem-solving abilities, with the capacity to break down complex problems into manageable components.
• Strong business acumen especially in the annuity business.
• Working knowledge of insurance or other sales hierarchy structures.
• Strong written and verbal communication skills, with the ability to present complex information in a clear and concise manner.
• Ability to work independently and collaboratively in a fast-paced environment.

• Strong knowledge of MS Word, Excel, PowerPoint, and Adobe Pro.
• Demonstrated ability to consistently set stretch goals and hit targets.
• Ability to analyze complex information and reach reasonable conclusions.
• Assess and manage risks quickly and efficiently.
• Think independently and strategically.

Certifications, Licenses, and/or Registration

Pay and Benefits

Physical Demands and Work Environment

EEOC