Operations Support Specialist

Phyton Talent Advisors; New York (NY); On-site; USD 60,000 - 80,000; Full time

Job summary

Leading financial services firm is seeking an Operations Support Consultant to provide operational and administrative support to its Business Solutions Operations team in New York. The role focuses on servicing life insurance and employee benefits products with strong Excel skills and a proactive, learning mindset.

The candidate should be detail-oriented, analytical, and able to collaborate with internal and external partners to meet deadlines and service standards.

Qualifications

• Associate's degree preferred; equivalent experience will be considered.
• Recent college graduates and early-career professionals encouraged to apply.
• Experience in life insurance, employee benefits, or financial services is a plus.
• Salesforce or similar CRM experience is a plus.
• Familiarity with AI tools and their application to business processes is preferred.

Responsibilities

• Provide operational and administrative support to internal teams and external partners.
• Prepare and maintain monthly operational reports and KPIs.
• Develop tracking tools, reconciliations, and reports for oversight.
• Assist with EB RFP tracking, case management, and status reporting.
• Perform data validation and analysis to ensure accuracy.
• Monitor service activities, track deliverables, and identify trends.

Skills

Analytical thinking

Attention to detail

Communication skills

Time management

Collaboration

Willingness to learn

Education

Associate's degree preferred

Recent college graduates encouraged to apply

Tools

Microsoft Excel

Microsoft Office Suite

Salesforce / CRM

Job description

Our client, a leading financial services firm, is seeking an Operations Support Consultant to provide operational and administrative support to its Business Solutions Operations team. This individual will assist with servicing individual life insurance and group employee benefits products, including Group Term Life, Short-Term Disability, and Long-Term Disability. The ideal candidate is an early-career professional or recent college graduate with strong Excel skills who is eager to learn, develop new capabilities, and grow within the role. This position requires a motivated, detail-oriented individual with strong analytical and organizational skills, a positive attitude, and the ability to collaborate effectively with internal and external business partners.

Responsibilities

Operational Support and Service Delivery

• Support agent enrollments by preparing coverage summary sheets, building online enrollment plans, and developing voluntary benefits calculators.
• Provide operational and administrative support to internal teams and external business partners.
• Deliver a high level of customer service while ensuring service standards and deadlines are met.
• Support daily operations and assist with routine procedures and deliverables.

Management Reporting and Operational Oversight

• Prepare and maintain monthly operational reports, including current and closed block metrics, pending premium reports, and key performance indicators.
• Develop and maintain tracking tools, reconciliations, and reports to support operational oversight.
• Assist with Employee Benefits (EB) RFP tracking, case management, and status reporting.
• Perform operational reporting, data validation, and analysis to ensure accuracy and consistency.
• Monitor service activities, track deliverables, identify trends, and support operational efficiencies.
• Assist with quality assurance activities to ensure adherence to established procedures.

Process Documentation and Continuous Improvement

• Assist with the development and maintenance of an Employee Benefits Operations Playbook documenting key processes, procedures, and servicing guidelines.
• Maintain inventories of operational forms, reports, and reference materials, coordinating updates as needed.
• Identify opportunities to streamline workflows, improve tracking capabilities, and enhance operational effectiveness.
• Support the coordination and implementation of AI tools and initiatives to improve business processes.
• Participate in special projects and operational initiatives, ensuring timely completion of deliverables.

Qualifications

Education and Experience

• Associate's degree preferred; equivalent relevant professional experience will be considered.
• Recent college graduates and early-career professionals are encouraged to apply.
• Experience in life insurance, employee benefits, or financial services is a plus.
• Salesforce or similar CRM experience is a plus.
• Familiarity with artificial intelligence (AI) tools and their application to business processes is required.

Technical and Analytical Skills

• Strong Microsoft Excel skills required, including experience with VLOOKUP, pivot tables, data tracking, and reporting.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to organize, analyze, and maintain accurate operational data.
• Proficiency in Microsoft Office Suite.
• Willingness to learn new systems, technologies, and AI tools.
• Excellent written and verbal communication skills.
• Strong organizational, time-management, and follow-up skills.
• Ability to manage multiple priorities and competing deadlines.
• Collaborative, service-oriented approach with strong interpersonal skills.
• Ability to work independently and effectively within a team environment.
• Strong work ethic, accountability, and commitment to accuracy and quality.
• Positive attitude, curiosity, and eagerness to learn and grow professionally.
• Demonstrated initiative, adaptability, and interest in continuous improvement.
• Ability to work with a sense of urgency and meet time-sensitive deadlines.