What are the responsibilities and job description for the Operations Consultant - I (USD) position at Ampcus Inc?
Position Summary
The Operations Support role will be responsible for supporting day-to-day operations within the Business Solutions Department (BSD) and assist the Operations team servicing Individual Life (Employee Whole Life & A-Plan) and Group Employee Benefits products (Group Term Life, Short Term Disability and Long-Term Disability). As part of the Ops team, the role includes servicing the proposal and issue process timely and accurately, managing forms updates, performing routine procedures, and responding to agent inquiries. Furthermore, the support role will work with the team supporting ad hoc assignments and special projects. This position is highly collaborative requiring regular communication with internal and external partners.
Principal Duties And Responsibilities
Technical Expertise: Uses knowledge of how the team integrates with others to accomplish the team objectives. Requires expertise of Microsoft applications.
Business Knowledge: Has specialized skills or is skilled in a range of processes, procedures and systems to carry out assigned tasks. Former experience in the Insurance industry, with Employee Benefits Group Products is a plus.
Decision Making / Nature of Impact: Impacts the quality, timeliness and effectiveness of the team; uses discretion to modify work practices and processes to achieve results or improve efficiency. Accuracy and completeness of work is important; also, timely processing the agent materials is essential as it will impede sales.
Communication Requirements: Explains operational and technical information within the team.
The Operations Support role will be responsible for supporting day-to-day operations within the Business Solutions Department (BSD) and assist the Operations team servicing Individual Life (Employee Whole Life & A-Plan) and Group Employee Benefits products (Group Term Life, Short Term Disability and Long-Term Disability). As part of the Ops team, the role includes servicing the proposal and issue process timely and accurately, managing forms updates, performing routine procedures, and responding to agent inquiries. Furthermore, the support role will work with the team supporting ad hoc assignments and special projects. This position is highly collaborative requiring regular communication with internal and external partners.
Principal Duties And Responsibilities
- Support team with day-to-day operations and continuous process improvements by utilizing Microsoft excel management tools tracking service, routine procedures and deliverables
- Maintain, process, and track all Request for Proposals (RFP) submissions for the Financial Underwriting teams with large and small group plan offerings, including:
- Verify agent licensing and training requirements within statutory compliance
- Verify RFP submissions are in good order by obtaining all necessary information from agents through active follow-up of missing paperwork and track progress of the case from initial submission to successful installation
- Ensure sold proposals installation paperwork is sent to proper servicing centers in a timely manner
- Support the business email inbox servicing agent inquiries
- Maintain inventory for Ops forms and reports, managing updates when needed
- Provide exceptional customer service when interfacing with internal and external business partners
- Support special projects as assigned and meet time sensitive deadlines
- Associates or Bachelor’s degree required (or Service experience)
- Experience working within the Life Insurance/Financial Service industry is a plus
- Effective interpersonal skills with a service minded team attitude
- Strong written and verbal communication skills required
- Strong analytical and computer skills, must be able to work with Microsoft Excel and Word applications, as well as web-based applications for recording and tracking of data
- Ability to prioritize, organize, complete multiple tasks concurrently
- Strong work ethic with a willingness to learn, to improve and build efficiencies in duties and responsibilities
- Operates with a high sense of urgency
- Demonstrated organizational and follow-up skills
Technical Expertise: Uses knowledge of how the team integrates with others to accomplish the team objectives. Requires expertise of Microsoft applications.
Business Knowledge: Has specialized skills or is skilled in a range of processes, procedures and systems to carry out assigned tasks. Former experience in the Insurance industry, with Employee Benefits Group Products is a plus.
Decision Making / Nature of Impact: Impacts the quality, timeliness and effectiveness of the team; uses discretion to modify work practices and processes to achieve results or improve efficiency. Accuracy and completeness of work is important; also, timely processing the agent materials is essential as it will impede sales.
Communication Requirements: Explains operational and technical information within the team.
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