Client Services Coordinator (Life Insurance)

ManhattanLife Insurance and Annuity Company; Houston (TX); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Flexible schedules

Immediate health, dental and vision

Shortened hours on Fridays

Free parking

Company-wide events

LOMA testing

Wellness program

Job summary

ManhattanLife Insurance and Annuity Company in Houston, TX, seeks an Operations Coordinator to join the Life Acquisitions Policy Holder Services team. The role focuses on producing management reports, data automation, and acting as a data resource for questions and analysis.

You will contribute to process improvements, ensure regulatory compliance, and support senior management across departments while thriving in a busy headquarters environment.

Qualifications

• Bachelor’s Degree in Finance, Business Administration, or related field preferred.
• Strong organizational skills with a high attention to detail and ability to work with cross-functional teams.
• Proficiency in Microsoft Excel and Word; excellent interpersonal and communication abilities.

Responsibilities

• Determine methods to analyze operations, information, and data.
• Identify operational requirements and develop new processes to enhance operations.
• Establish and maintain quality standards and regulatory compliance.
• Analyze data to identify business opportunities and test systems for conformance to requirements.
• Review plan codes in system per policy provisions and complete policy changes as needed.
• Complete special projects and tasks as assigned.

Skills

Organizational skills

Excel

Word

Interpersonal skills

Communication

Attention to detail

Time management

Education

Bachelor's Degree in Finance/Business

Tools

LOMA testing

WebEx

Job description

Client Services Coordinator (Life Insurance)

ManhattanLife Insurance and Annuity Company Houston, Texas, United States

About this position

Who we are:

ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for over 175 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development (LOMA testing) and a company-wide wellness program.

Benefits:

• flexible schedules
• immediate coverage under our health, dental and vision plans.
• shortened hours on Fridays
• free parking
• company-wide events
• professional development (LOMA testing)
• company-wide wellness program

Scope and Purpose: We are seeking an Operations Coordinator to work in our Life Acquisitions Policy Holder Services team within our busy and growing headquarters and operations office. The Operations Coordinator will be responsible for performing a variety of management reports and data automations. The successful coordinator will become a resource for data related questions and analysis.

Duties and Responsibilities:

• Determine appropriate methods to analyze operations, relevant information, and data.
• Identify operational requirements and develop new processes and procedures to enhance operations.
• Establish and maintain quality standards.
• Ensure compliance with regulatory standards. Review company policies and business processes.
• Analyze data and information to identify business opportunities.
• Review and tests systems for conformance to functional and performance requirements.
• Review plan codes are setup appropriately in LSP per policy form provisions.
• Complete policy changes/updates (ie. issue age updates, modal factor overrides, plan code changes).
• Complete special projects and tasks as assigned.

Minimum Qualifications: Bachelor’s Degree in Finance, Business Administration, or in a related field preferred.

Knowledge, Skills and Abilities:

• Strong organizational skills with a high attention to detail.
• Highly proficient in Microsoft Excel and Word.
• Excellent interpersonal and communication skills, and the ability to work effectively with a wide range of constituencies in a diverse community.
• Ability to work on own initiative and within tight deadlines, prioritizing in a demanding environment.
• Ability to work in an open office environment with senior management from various departments.

Travel Requirements: This position may require light travel within a ten-mile radius from one office location to another as needed.

Professional Development:

• Establish annual objectives for professional growth.
• Keep pace with developments in the discipline.
• Learn and apply technologies that support professional and personal growth.
• Participate in the evaluation process.

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 10 pounds as it relates to office or desk supplies.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.

Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice.

AAP/EEO Statement: ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.

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