Operations Support Services Associate I

Americo Financial Life and Annuity; Kansas City (MO); On-site; USD 40,000 - 55,000; Full time

Job summary

A financial services company is seeking an Operations Support Services Associate to join their team in Kansas City. The role involves managing incoming documents, ensuring accurate indexing, and updating policyholder information. Candidates should demonstrate strong problem-solving abilities, organizational skills, and familiarity with administrative systems. A 4-year degree or relevant experience is required. This position offers the opportunity to work in a collaborative team environment and contribute to essential operations.

Responsibilities

• Indexing all incoming correspondence to appropriate business areas.
• Documenting and sorting incoming checks.
• Updating policyholder and agent information in administrative systems.
• Processing returned mail.

Skills

Independent problem-solving abilities

Detail-oriented

Ability to prioritize tasks

Computer proficiency

Excellent organizational skills

Typing speed of at least 40 wpm

Team collaboration

Education

4 year degree or relevant experience

Job description

We are currently looking for an Operations Support Services Associate to join our team!Our Operations Support Services department is responsible for indexing all incoming documents, handlingpolicy archive requests, processing return mail, updating mailing addresses across multiple administrative systems, and working through incoming Lost Policy Search Requests.

Key Responsibilities

• Indexing all incoming correspondence to appropriate business areas
• Documenting and sorting incoming checks
• Updating policyholder and agent information in administrative systems
• Processing returned mail

Experience and Qualifications

• Independent problem-solving abilities
• Detail-oriented with a strong attention to deadlines
• Ability to prioritize tasks with competing deadlines
• Computer proficiency and willingness to learn new systems
• Excellent organizational skills
• Typing speed of at least 40 wpm
• Ability to work in a team environment
• 4 year degree or years of relevant experience