Operations Associate I - Trades

The Jackson National Life Insurance Company; Lansing (MI); On-site; USD 23,000 - 33,000; Full time

Job summary

The Jackson National Life Insurance Company in Lansing, Michigan, seeks an Operations Associate I to process standard client and producer transactions and ensure all information is in good order for processing.

You will use documented procedures and multiple software applications, escalating issues when needed, and documenting transaction statuses. 0-1 year of experience preferred; high attention to detail is essential.

Qualifications

• High School diploma or equivalent required.
• 0-1 year of work experience preferred.

Responsibilities

• Process standard transactions using documented procedures and multiple software applications.
• Identify and escalate issues for resolution when necessary.
• Communicate with internal associates and external customers or agents regarding outstanding requirements.
• Document status of transactions and contacts received and initiated.

Skills

Written and verbal communication

Teamwork

Attention to detail

Typing speed 35 wpm

Reading and following procedures

Independent work

High-volume processing

Software navigation

Education

High School diploma or equivalent

Tools

Mainframe software

Job description

Job Purpose

The Operations Associate I processes standard client and producer transactions and ensures all information is in “good order” for processing.

Essential Job Duties & Responsibilities

• Processes standard transactions using documented procedures and multiple software applications.
• Identifies and escalates issues for resolution when necessary.
• Communicates with internal associates and external customers or agents regarding outstanding requirements.
• Documents status of transactions and contacts received and initiated.

Other Duties

• Must meet departmental production and quality standards related to product or level (i.e. case/transaction handling time, gain/loss transactions, adherence to documentation/verification standards, etc.).
• Other duties as assigned.

Knowledge, Skills & Abilities

• Ability to learn and understand basic life and annuity product information.
• Basic understanding of financial implications arising from processing errors.
• Ability to read and carry out detailed written procedures.
• Good verbal and written communication skills to interact professionally with coworkers, management and external customers.
• Ability to communicate company processing requirements and procedures.
• Ability to navigate and utilize multiple software and mainframe computer applications.
• Ability to type 35 words per minute.
• Ability to work independently and in a team environment.
• Ability to effectively manage the demands of a high volume, imaged based work environment.

Education and Experience

High School diploma or equivalent (G.E.D.). 0-1 year work experience.

Benefits and Compensation

• Hourly pay rate of $20.60
• Promotional consideration (twice annually)
• Annual bonus and merit programs
• Annual paid time off and 10 paid holidays
• 401(k) contributions

Certifications, Licenses, Registrations

• FINRA Series 6 license required for associates servicing variable annuity and/or variable life lines of business, within 180 days of hire.

Equal Opportunity Statement

Jackson is proud to be an equal opportunity workplace.

The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job.

The Company is committed to a policy of equal opportunity.

Company Information

Company facilities and campuses are tobacco-free environments. At Jackson, our employees are empowered to bring a fresh perspective, confront new challenges, and define their own career paths. We value the unique perspectives and innovative ideas that come from our employees' diverse backgrounds.

Jackson is the marketing name for Jackson National Life Insurance Company (Home Office: Lansing, Michigan) and Jackson National Life Insurance Company of New York (Home Office: Purchase, New York). Jackson National Asset Management, LLC (JNAM) located in Chicago, Illinois, is an SEC-registered investment adviser and Jackson subsidiary. Annuities are distributed by Jackson National Life Distributors LLC, Member FINRA. Jackson companies offer an outstanding benefits package including competitive pay, bonuses, comprehensive health insurance benefits, a matching 401(k) retirement plan, adoption assistance, education matching gift program and dependent tuition program.

To learn more about Jackson's financial strength and results, visit jackson.com.