
Operational Specialist
2 weeks ago
Job Description
We are seeking a highly skilled and detail-oriented individual to join our team as an Operations Associate. The successful candidate will be responsible for handling post-issue service requests, maintaining policy records, and collaborating with internal teams to resolve discrepancies.
Key Responsibilities:
- Process post-issue service requests including address changes, beneficiary updates, ownership and payor changes, and banking information updates.
- Handle routine maintenance tasks such as corrections to policy data, transaction reversals, and reinstatements.
- Maintain and update policy records in the administration systems according to standard operating procedures.
- Collaborate with TPAs, internal teams, and custodians to resolve discrepancies and ensure service quality.
- Research and resolve escalated issues or incomplete transactions related to policy servicing.
- Ensure service levels and turnaround times are met according to SLA requirements.
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