Operations Consultant - I

Matlen Silver; New York (NY); Hybrid; USD 40,000 - 57,000; Part time

Job summary

Matlen Silver is seeking an Operations Support Consultant in a hybrid NYC-based role at 51 Madison Ave. The position is a 6-month contract with potential extension. The team supports Life and Employee Benefits products, handling day-to-day operations, reporting, and process improvements.

The ideal candidate has strong Excel skills, is detail-oriented, and eager to learn. Collaboration with internal and external partners is essential, with a focus on accuracy and timely delivery.

Qualifications

• Strong analytical and problem-solving skills with attention to detail.
• Intermediate to advanced Microsoft Excel proficiency, including VLOOKUP and pivot tables.
• Experience using Salesforce or similar CRM systems.
• Ability to organize, analyze, and maintain accurate operational data.
• Willingness to learn new systems and technologies, including AI tools.

Responsibilities

• Support enrollments by preparing coverage summary sheets and building enrollment plans and calculators.
• Provide operational support to internal teams and external partners, delivering a high level of service.
• Prepare and maintain monthly operational reports and key performance indicators.
• Develop and maintain tracking tools, reconciliations, and reports for Operations Management oversight.
• Assist with QA activities to promote accuracy and consistency in procedures.
• Assist with developing and maintaining an Employee Benefits Operations Playbook.

Skills

Excel expert

Salesforce

Willing to learn

Analytical

Organized

Communicator

Team player

AI tools

Education

Associate or Bachelor's degree preferred

Tools

Salesforce

Job description

Job Title: Operations Support Consultant

Location: 51 Madison Ave, NYC

Schedule: Hybrid

Interview: 2 virtual Interview

Contract: 06 months + Potential Extension

Payrate: $35/hr on W2

Job Summary:

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.

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.

Roles & 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.

Qualification:

• Associate or bachelor's degree preferred; equivalent relevant work experience may be considered.
• Associates degree or in lieu of degree must have excellent, related experience.

Preferred 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 to 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.
• 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.

Required Skills:

• Excellent excel experience
• 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
• Familiarity with artificial intelligence (AI) tools and their application to business processes is required.