Business Operations Specialist

Andesa Services, Inc.; Pennsylvania; Remote; USD 60,000 - 80,000; Full time

Job summary

An established industry player is seeking a dedicated professional to join their team in a full-time role focused on client relationships and service excellence. This position offers the opportunity to work in a dynamic environment, processing transactions, and responding to client inquiries while maintaining high standards of quality and accuracy. You will be part of a 100% employee-owned company, contributing to a culture of ownership and collaboration. If you are passionate about customer service and thrive in a flexible work setting, this role is perfect for you, offering a chance to grow and make a significant impact in the life insurance and annuity industry.

Benefits

Employee Stock Ownership Plan (ESOP)

Flexible Work Environment

Health Benefits

Professional Development Opportunities

Qualifications

• Must have a general understanding of life insurance processes.
• Bachelor’s degree preferred or relevant work experience required.

Responsibilities

• Process transactions and fulfill duties for clients and brokers.
• Respond to inquiries and maintain system documentation.
• Collaborate with teammates to provide seamless client support.

Skills

Customer Service

Problem Solving

Detail-oriented

Analytical Thinking

Communication Skills

Flexibility

Education

Bachelor's Degree

Relevant Work Experience

Tools

ASI Tools

Windows

Command Line Interface

Job description

Andesa Services, Inc is a service and technology company. We are proud to serve the Life Insurance and Annuity industry through custom Software as a Service (SaaS) technology solutions and dedicated business support to end-users such as clients, brokers or policy holders. More information on these services can be found on our website at www.AndesaServices.com.

Andesa was established in 1983 and is located in Allentown, PA. We are a 100% employee-owned company via an Employee Stock Ownership Plan (ESOP), which means when you join our team, you will not only become an employee-owner, you will be contributing to and taking part in the success and longevity of the company!

Summary: Responsible for owning relationships with internal and external business partners and being accountable for assigned clients and end users; answering inquiries and processing work transactions leveraging knowledge of products, systems, and procedures. This position is responsible for focusing on customer satisfaction and providing the highest quality and productivity while achieving service levels and adhering to Andesa’s policies, practices and Values.

Primary Responsibilities:

• Processes basic transactions and/or fulfillment duties.
• Locates information within system to respond to requests by carrier, broker, policyholder, and internal business partners received via phone, e-mail or mail.
• Responds to questions from external clients/brokers.
• Performs quality assurance by reviewing transactions, outgoing correspondence/reports, etc. for completeness and accuracy and clearly communicates with clients or internal business partners to address issues or educates on proper submission or handling.
• Performs basic problem research and resolution.
• Maintains up to date system and procedural documentation.
• Effectively collaborates with teammates on assigned vertical to provide seamless support to client(s).
• Serves as liaison between client and internal business partners.
• Have working knowledge of and can effectively navigate ASI tools to solve problems of limited scope and complexity.
• Understands basic insurance industry concepts.
• Possesses the ability to identify areas for continuous quality improvement (CQI).
• Displays employee-ownership mentality and assumes responsibility for decisions, tasks, and actions which could have significant impact on results or environment.
• Performs other duties as may be assigned.
• Ability to maintain a professional demeanor at all times when interacting with internal and external business partners in all verbal and written communications.
• Ability to process complex financial and/or insurance information.
• Ability to work within both Windows and a command line interface and across multiple applications.
• Ability to read and interpret complex documents and instructions such as procedural manuals and life insurance policy information, BRDs, SLCs, Contingency plans etc.
• Experience quality checking own work and work of others; detail-oriented.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.
• Ability to tolerate the ambiguity of organizational change during times of uncertainty.
• Ability to meet changing needs and demands of internal and external clients.
• Ability to think analytically about problems assigned or encountered.
• Resourcefulness and ability to take the initiative in development and completion of work assignments.

Education, Training, and Experience:

• Must have or be able to acquire within first three (3) months, a general understanding of life insurance as it relates to processes being handled; including products, systems, and administration.
• Bachelor’s degree preferred or relevant work experience.
• Able to successfully work in a flexible/remote work environment.
• Must have ability to travel (less than 10%) or adjust hours as dictated by client needs.

This is a full-time (40-hours per week) position. The pay for this position is $20.67/hr. The schedule for this position may vary dependent upon needs of the department and team. Candidates applying should have flexibility between the hours of 8AM-8PM and able to adjust to varying start times periodically to serve as a back-up and contribute to a team environment. This is a benefits eligible position located in Allentown, PA office.

Work Schedule:

This is a full-time (40 Hours/Week) exempt position. Hours are flexible within core business hours. This position is fully remote reporting out of our office in Allentown, PA.

Equal Opportunity Employer:

In accordance with the law and in alignment with our values, Andesa seeks to hire talented individuals with diverse backgrounds and experiences to help us achieve our Andesa Forever vision. We are committed to creating a work environment that is inclusive and respectful to all potential and existing employee-owners. Therefore, we do not hire, fire, discipline, promote or make pay decisions based on characteristics that are protected by applicable laws and regulations.