Operations Specialist / Senior Operations Specialist

You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

This role will be responsible for the intake functions of new business submissions, case rework, policy issuance and assembly, review of client due diligence documents and some inforce policyowner services processing. The role will liaise with multiple internal stakeholders including Underwriting, Partnership and Business Development, Compliance, Product, Finance, Legal and others. Excellent communications skills are must as we strive to be the service provider of choice for Distributors and Clients.

Key Responsibilities

• Intake: ensure incoming emails are worked and routed in a timely manner in accordance with our service standards
• Case setup: establish case records on our systems and index documents to ensure they are easily accessible for our Underwriters
• Policy issuance: aid our Distributors to ensure their submissions are in good order for policy issuance
• Client Due Diligence: demonstrate proficiency in our AML/CFT procedures
• Inforce / Policyowner Services: complete post-policy transactions

Job Requirements

• Education: Bachelor's degree or equivalent industry designations
• Real-world experience: At least 3 years of hands-on experience in life insurance operations, preferrable in the high-net-worth market. You should be able to demonstrate a proven track record of streamlining operations and driving efficiency.
• Innovative passion for process improvement: we value continuous process improvements! You should be able to articulate examples of process improvements you’ve implemented in your previous roles.
• A proactive mindset: our Culture is the key to our success! We are looking a positive, can-do mindset where you view obstacles as opportunities for wins.

Preferred skills

• Detail-oriented
• Excellent communication skills

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