Hybrid Insurance Operations Associate

Zachary Piper Solutions; Durham (NC); Hybrid; USD 28,000 - 32,000; Full time

Benefits offered by this job

Medical, Dental, Vision insurance

401k matching

Paid holidays

Paid time off

Sick leave

Job summary

Piper Companies in Durham, NC is seeking an Operations Associate with strong experience in customer service and organizational skills. The role is hybrid 3 days a week (Tuesday, Wednesday, Thursday) in Durham, NC.

Responsibilities include providing exceptional customer service to clients and stakeholders, processing and managing insurance policies and annuity contracts, ensuring documentation accuracy, assisting with renewals and cancellations, and updating client records.

Qualifications

• Bachelor's degree.
• Excellent organizational and time management skills.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.

Responsibilities

• Provide exceptional customer service to clients and stakeholders.
• Process and manage insurance policies and annuity contracts.
• Ensure accuracy and completeness of documentation.
• Assist with policy renewals, endorsements, and cancellations.
• Maintain and update client records in the database.
• Prepare reports and analyze data to support operational decisions.

Skills

Organizational skills

Time management

Analytical thinking

Communication

Interpersonal skills

Education

Bachelor's degree

Tools

Microsoft Office

Excel

Word

PowerPoint

Job description

Piper Companies in Durham, NC is seeking an Operations Associate with strong experience in customer service and organizational skills. The role is hybrid 3 days a week (Tuesday, Wednesday, Thursday) in Durham, NC.

Responsibilities include providing exceptional customer service to clients and stakeholders, processing and managing insurance policies and annuity contracts, ensuring documentation accuracy, assisting with renewals and cancellations, and updating client records.