Operations Consultant - I

Spectraforce Technologies, Inc.; Holtsville (NY); Hybrid; USD 60,000 - 90,000; Full time

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.

Skills

Excel

Salesforce

Analytics

Communication

Education

Associate's or Bachelor's degree

Tools

Salesforce CRM

AI tools

Job description

Job Title - Operations Consultant - I

Location - 51 Madison Ave, NYC, 10010

Duration - 6 months

Hours: Full Time; 40 hr. work week

Work Type: Hybrid (Mon & Fri is Remote Tue, Wed, Thu onsite)

Details:

We are seeking an early-career candidate or recent college graduate with strong excel skills who is eager to learn, develop new capabilities, and grow within the role. The ideal candidate is motivated, detail-oriented, and able to work effectively in a collaborative team environment. A positive attitude, curiosity, and a willingness to take on new challenges are essential for success in this position.

• Excellent excel experience is required
• Salesforce experience is a plus
• Eagerness to learn and grow professionally
• Strong analytical, organizational, and communication skills
• Ability to work effectively in a collaborative team environment
• Associates degree or in lieu of degree must have excellent, related experience.

Operations Support:

The Operations Support role provides operational and administrative support to the Business Solutions Operations team and assists with servicing Individual Life (EWL and NYLA Plan) and Group Employee Benefits products, including Group Term Life, Short-Term Disability, and Long-Term Disability.

This position plays an important role in supporting day-to-day operations, management reporting, quality assurance, process documentation, and continuous improvement initiatives. Key responsibilities include developing and maintaining operational reports and tracking tools, assisting with the creation of a formal procedural playbook, coordinating AI initiatives, and maintaining operational forms and reporting inventories.

The role requires strong organizational, analytical, and communication skills, along with the ability to manage competing priorities and collaborate effectively with internal and external business partners.

Principal Duties and Responsibilities

Operational Support and Service Delivery

• Support agent enrollments by preparing coverage summary sheets and building online enrollment plans and voluntary benefits calculators for voluntary groups
• Provide operational support to internal teams and external business partners, delivering a high level of customer service, ensuring service standards and deadlines are met

Management Reporting and Operational Oversight

• Prepare and maintain monthly operational reports, including current and closed block metrics, pending premium reports, and other key performance indicators
• Develop and maintain tracking tools, reconciliations, and reports to support Operations Management oversight, including:
  • EB RFP tracking and management
  • EB case management and status reporting
  • Additional operational reporting and analysis, including data validation
• Responsible for deliverables and routine procedures supporting day-to-day operations
• Monitor service activities, track deliverables, identify trends, and support operational efficiencies
• Assist with quality assurance activities to promote accuracy, consistency, and adherence to established procedures

Process Documentation and Continuous Improvement

• Assist with the development and ongoing maintenance of an Employee Benefits (EB) Operations Playbook to document key processes, procedures, and servicing guidelines
• Maintain the inventory of operational forms, reports, and reference materials, coordinating updates as needed
• Identify opportunities to streamline workflows, improve tracking capabilities, and enhance operational effectiveness incorporating AI tools
• Participate in special projects and operational initiatives as assigned, ensuring timely completion of deliverables.

Qualifications

Education and Experience

• Associate's or bachelor's degree preferred; equivalent relevant work experience may be considered.
• Experience in life insurance, employee benefits, or financial services industry is a plus.
• Experience with Salesforce or similar customer relationship management (CRM) systems is a plus.
• Familiarity with artificial intelligence (AI) tools and their application to business processes is required.

Technical and Analytical Skills

• Strong analytical and problem-solving skills with attention to detail.
• Intermediate to advanced Microsoft Excel proficiency, including experience with VLOOKUP, pivot tables, and data tracking and reporting.
• Ability to organize, analyze, and maintain accurate operational data.
• Proficiency with Microsoft Office applications and willingness to learn new systems and technologies, including AI tools.
• Experience using Salesforce

Professional Competencies

• Strong written and verbal communication skills.
• Effective interpersonal skills with a collaborative, service-oriented approach.
• Demonstrated organizational, time-management, and follow-up skills.
• Ability to prioritize competing demands and manage multiple assignments simultaneously.
• Strong work ethic, accountability, and commitment to accuracy and quality.
• Ability to work independently while contributing effectively in a team environment.
• Demonstrated initiative and willingness to learn, adapt, and identify opportunities for continuous improvement.
• Ability to operate with a sense of urgency and meet time-sensitive deadlines.