Operations Exchange Associate

Americo Financial Life and Annuity; Kansas City (MO); On-site; USD 50,000 - 65,000; Full time

Job summary

Americo Financial Life and Annuity seeks an entry-level Operations Exchange Associate in Kansas City, MO to join a 24-month rotational program. You will rotate through four six-month areas, gaining hands-on experience across policy lifecycle and operations.

The program aims to develop leadership, process improvement skills, and strong collaboration with senior leadership, preparing you for future full-time roles within the organization.

Qualifications

• Strong academic performance with leadership potential.
• Excellent written and verbal communication skills.
• High attention to detail and accuracy.
• Strong multitasking skills across various systems.
• Self-motivated with a proactive approach to problem-solving.
• Strong collaboration and teamwork skills.

Responsibilities

• Rotational program with four six-month rotations across key operational areas.
• Contribute to daily operational workflows and drive efficiency improvements.
• Communicate effectively with policyholders, beneficiaries, agents and third parties to provide updates and gather information.
• Develop data-driven insights by analyzing workflows, procedures, and training materials to identify gaps and recommend improvements.
• Maintain high accuracy and customer focus across responsibilities.
• Engage in mentorship with leaders and peers to support professional growth.

Skills

Strong academic performance

Communication skills

Attention to detail

Multitasking

Problem solving

Collaboration

Quantitative skills

Time management

Education

Bachelor's degree

Job description

The Operations Exchange Associate is an entry-level rotational role designed for recent college graduates with strong potential and an interest in building a career within the life insurance and annuity industry. This 24-month program provides a comprehensive introduction to core operational functions, offering hands-on experience across the full policy lifecycle.

?The program serves as a strategic pipeline for developing future leaders by combining real-world experience, structured development, and exposure to senior leadership.

?The Operations Exchange Program consists of four structured six-month rotations across key operational areas. Each rotation is designed to build technical knowledge, business acumen, and leadership capability, while providing meaningful contributions to departmental goals.

?Upon successful completion of the 24-month program, Operations Exchange Associates will be well-positioned to transition into a full-time role within the organization, equipped with a strong operational foundation and a broad understanding of the policy lifecycle and business operations.?

Below is the tentative six-month rotation series, aligned with the policy lifecycle:

• Ring I: Acquisition
• Ring II: In-Force
• Ring IV: Internal Business Partners, potentially including those outside of Operations
• Perform assigned responsibilities within each department, gaining hands-on experience while contributing to daily operational workflows ?
• ??Communicate effectively, both verbally and in writing, with policyholders, beneficiaries, agents, and third parties to provide updates and obtain required information ?
• ??Contribute to operational efficiency initiatives and continuous improvement efforts ?
• ??Develop and deliver data-driven insights by analyzing workflows, procedures, and training materials to identify gaps, recommend process improvements, and effectively present findings and business recommendations to department leadership.?
• Maintain a high level of accuracy, attention to detail, and customer focus across all responsibilities
• Actively engage in mentorship opportunities by partnering with leaders and peers to support professional growth, enhance business understanding, and contribute to a collaborative learning environment

Knowledge, Skills, and Abilities

• Strong academic performance with demonstrated leadership potential
• Excellent written and verbal communication skills
• High attention to detail and accuracy
• Strong multitasking skills, with the ability to manage multiple complex transactions across various systems
• Self-motivated, with a proactive approach to problem-solving
• Strong collaboration and teamwork skills
• Working knowledge of accounting principles and strong quantitative/mathematical skills
• Effective time management and the ability to work independently with minimal supervision