Job Title: Operation Support Services Representative

Work Schedule: Mon-Fri, 8:00 AM - 4:45 PM

Location: 400 Robert St N, Saint Paul, MN 55101, United States (Onsite)

Contract Duration: 6 Months

Pay Rate: $19.00 - $20.00 / hour (DOE)

Position Overview

Join a dynamic team as an Operation Support Services Representative! In this role, you’ll play a key part in supporting processes related to Individual Life and Annuity products. This is an excellent entry point into finance, providing opportunities for growth within a collaborative and fast-paced environment.

Key Responsibilities

Support Activities (55%)

• Perform tasks related to Policy Services, New Business, and Annuity Services.
• Sort and distribute system-generated and manual outputs to clients, advisors, and internal teams.
• Review system reports and forward relevant information to appropriate departments.
• Respond to email requests, retrieving and distributing required outputs.

Policy Assembly and Distribution (40%)

• Assemble new life insurance policies and in-force reissue pages, ensuring accurate and timely distribution.
• Track policy details such as mailing and delivery dates using the VISTA Web system.
• Update internal files with necessary documents and ensure compliance with imaging requirements.

Reinsurance Coordination (5%)

• Prepare and securely transmit client files to external reinsurance partners.
• Monitor and respond to emails and referrals related to reinsurance notifications.
• Assemble client files in electronic formats for seamless transmission.

Additional Duties

• Continuously develop skills to adapt to evolving responsibilities and processes.

Qualifications

Technical and Industry Knowledge

• Familiarity with Individual Life products and workflows, including Life New Business, Underwriting, and Policy Administration.
• Proficiency in systems like Client Foundation System, VISTA, AdminServer, Lotus Notes, REM, Adobe Acrobat Professional, Microsoft Word, and Excel.

Skills

• Exceptional attention to detail to ensure accuracy in assembling policies and handling client documents.
• Strong organizational and planning skills to manage shifting priorities effectively.
• Excellent communication skills for collaboration with internal teams.