Operations Associate I - Trades

Jackson; Town of Lansing (NY); On-site; USD 28,000 - 30,000; Full time

Benefits offered by this job

Promotional consideration

Annual bonus and merit programs

Paid time off

10 paid holidays

401(k) contributions

Job summary

Jackson is seeking an Operations Associate I in New York to process standard client and producer transactions, following documented procedures and using multiple software systems. You will document statuses, communicate requirements, and escalate unresolved issues to ensure smooth processing.

Applicants should be able to learn basic life and annuity product information, read detailed procedures, and work both independently and in a team.

Qualifications

• High School diploma or GED required.
• 0-1 year work experience preferred.
• FINRA Series 6 license required within 180 days of hire.

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.
• Must meet departmental production and quality standards related to product or level.

Skills

Procedures literacy

Customer communication

Software navigation

Typing 35 wpm

Independent work

Team collaboration

Education

High School diploma or equivalent

Tools

Mainframe apps

Financial 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 Required

• 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.

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 facilities and campuses are tobacco-free environments.