Hybrid Operations Associate - Client & Policy Support

Piper Companies; Durham (NC); Híbrido; USD 28.000 - 32.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical benefits

Dental benefits

Vision benefits

401k match

PTO & holidays

Descripción de la vacante

Piper Companies is seeking an Operations Associate with strong customer service and organizational skills in Durham, NC. This hybrid role requires three in-person days (Tuesday, Wednesday, Thursday) and supports policy processing and client record maintenance.

Responsibilities include handling insurance policies and annuity contracts, ensuring documentation accuracy, renewing policies, and preparing reports to guide operational decisions.

Formación

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

Responsabilidades

• 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.

Conocimientos

Customer service

Organizational skills

Communication skills

Time management

Analytical thinking

Problem solving

Educación

Bachelor's degree

Herramientas

Microsoft Office Suite

Descripción del empleo

Piper Companies is seeking an Operations Associate with strong customer service and organizational skills in Durham, NC. This hybrid role requires three in-person days (Tuesday, Wednesday, Thursday) and supports policy processing and client record maintenance.

Responsibilities include handling insurance policies and annuity contracts, ensuring documentation accuracy, renewing policies, and preparing reports to guide operational decisions.