Client Services Coordinator (Life Insurance)

ManhattanLife; Houston, Northern (TX, KY); Hybrid; USD 52,000 - 78,000; Full time

Benefits offered by this job

Flexible schedules

Free parking

Company events

LOMA development

Wellness program

Job summary

ManhattanLife is seeking an Operations Coordinator to join the Life Acquisitions Policy Holder Services team at our Houston headquarters. The role focuses on producing management reports, automating data tasks, and serving as a resource for data-related questions and analysis.

You will establish procedures, ensure quality and regulatory compliance, and support special projects while collaborating with senior management across departments.

Qualifications

• Bachelor’s Degree in Finance, Business Administration, or related field preferred.
• Strong organizational skills with a high attention to detail.
• 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.

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.

Skills

Organizational skills

Attention to detail

Excel and Word

Interpersonal skills

Communication skills

Independent initiative

Deadline management

Open office collaboration

Education

Bachelor’s degree in Finance/Business Administration

Tools

Microsoft Excel

Microsoft Word

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Houston, TX, US

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.

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 thediscipline.
• Learn and apply technologies that support professional and personal growth.
• Participate in the evaluation process.

PhysicalDemands:

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.

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.

OtherDuties:

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/EEOStatement:

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.