Operations Analyst & Process Improvement (Hybrid)

Spectraforce Technologies, Inc.

Holtsville (NY)

Hybrid

USD 60,000 - 90,000

Full time

3 days ago

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Job summary

Spectraforce Technologies, Inc. is seeking an Operations Consultant - I to support the Business Solutions Operations team in NYC. The role emphasizes accuracy, collaboration, and the ability to learn quickly while handling operational tasks and reporting.

Responsibilities include creating and maintaining reports, supporting enrollment processes, and contributing to process improvements using AI tools where appropriate. A strong Excel background and client-facing communication are essential.

Qualifications

Associate's or bachelor's degree preferred; relevant work experience may be considered.
Experience in life insurance, employee benefits, or financial services is a plus.
Experience with Salesforce or CRM systems is a plus.
Familiarity with AI tools and their business applications is required.
Strong Excel skills, including VLOOKUP and pivot tables.

Responsibilities

Support Operations by preparing coverage summary sheets and enrollment plans.
Provide operational support to internal teams and partners, ensuring service standards.
Prepare and maintain monthly operational reports and KPI metrics.
Develop and maintain an EB Operations Playbook and inventories.
Identify opportunities to streamline workflows and apply AI tools.