This role with our client in downtown St. Paul. The Operations Support Services team is an internal support center for processes related to Individual Life and Annuity products. This role is ideal for someone who enjoys balancing independent work with collaborative efforts, handling varied workloads, and continuously enhancing operational efficiency.
Our Operations Support Services Representatives are responsible for providing outstanding customer service and performing a variety of support activities, including assisting with Life Policy Administration, New Business, Annuity Policy Administration, and reinsurance cases. - Dowtown St. Paul - full time onsite - Salary: $20 per hour - Schedule: 8am-4:45pm (45 minute unpaid lunch)
Key Responsibilities
Policy Services, New Business, and Annuity Support (55%)
Perform a variety of support activities across Policy Services, New Business, and Annuity Services.
Sort and distribute system-generated and manually prepared outputs to clients, advisors, and imaged files.
Review and share system reports with internal business partners.
Process and distribute output for clients, Life Policy Administration, Claims, Annuities, and Systems Administration.
Reply to customer emails for document requests.
Life Insurance Policy and Annuity Assembly (40%)
Assemble new life insurance policies and reissued policy pages, preparing them for distribution to advisors or clients.
Sort policy documents to ensure correct delivery to the advisor, insured, policy owner, and home office.
Use the VISTA Web system to manage outstanding requirements, policy mailing and delivery dates, and underwriting expiration dates.
Forward completed policies by mail within daily deadlines.
Update home office files with all document copies, ensuring imaging if necessary.
Reinsurance and Electronic File Assembly
Prepare client files for distribution to reinsurance partners.
Monitor and respond to incoming emails and referrals, ensuring timely notification and assembly of electronic client files.
Transmit electronic client files to the appropriate reinsurance company.
Qualifications
Product Knowledge: Solid understanding of Individual Life products, related processes, and procedures within Operations Support, Life New Business, Underwriting, and Policy Administration.
Technical Skills: Proficiency in systems such as Client Foundation System, VISTA, AdminServer, Lotus Notes, REM, Adobe Acrobat Professional, Microsoft Word, and Excel.
Communication Skills: Ability to interact effectively with colleagues and internal departments.
Attention to Detail: High level of accuracy in assembling life insurance policies, handling return mail within regulatory timelines, and processing output.
Organization: Strong planning and prioritization skills to manage workload and adapt to changing priorities.
Independence and Team Collaboration: Ability to work independently when appropriate and seek guidance when needed.
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
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Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting www.bhsg.com .
