What are the responsibilities and job description for the Operations Support Representative position at Russell Tobin?

Job Title : Operation Support Services Representative

Work Schedule : Mon-Fri, 8 : 00 AM - 4 : 45 PM

Location : 400 Robert St N, Saint Paul, MN 55101, United States (Onsite)

Contract Duration : 6 Months

Pay Rate : $19.00 - $20.00 / hour (DOE)

Position Overview

Join a dynamic team as an Operation Support Services Representative! In this role, you’ll play a key part in supporting processes related to Individual Life and Annuity products. This is an excellent entry point into finance, providing opportunities for growth within a collaborative and fast-paced environment.

Key Responsibilities

Support Activities (55%)

Perform tasks related to Policy Services, New Business, and Annuity Services.
Sort and distribute system-generated and manual outputs to clients, advisors, and internal teams.
Review system reports and forward relevant information to appropriate departments.
Respond to email requests, retrieving and distributing required outputs.

Policy Assembly and Distribution (40%)

Assemble new life insurance policies and in-force reissue pages, ensuring accurate and timely distribution.

Track policy details such as mailing and delivery dates using the VISTA Web system.

Update internal files with necessary documents and ensure compliance with imaging requirements.

Reinsurance Coordination (5%)

Prepare and securely transmit client files to external reinsurance partners.

Monitor and respond to emails and referrals related to reinsurance notifications.

Assemble client files in electronic formats for seamless transmission.

Additional Duties

Continuously develop skills to adapt to evolving responsibilities and processes.

Qualifications

Technical and Industry Knowledge

Familiarity with Individual Life products and workflows, including Life New Business, Underwriting, and Policy Administration.

Proficiency in systems like Client Foundation System, VISTA, AdminServer, Lotus Notes, REM, Adobe Acrobat Professional, Microsoft Word, and Excel.

Skills

Exceptional attention to detail to ensure accuracy in assembling policies and handling client documents.

Strong organizational and planning skills to manage shifting priorities effectively.

Excellent communication skills for collaboration with internal teams.

Salary : $19 - $20

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What are the responsibilities and job description for the Operations Support Representative position at Russell Tobin?

What is the career path for a Operations Support Representative?

Job openings at Russell Tobin

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