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Operations Associate
Robert Half • Boston, MA 02298 • Posted 2 days ago via LinkedIn
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Hybrid • Full-time • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
The Operations Associate role at a Boston life insurance firm involves providing service to members, assisting underwriters with prepwork, and being a strong team player. Responsibilities include supporting the underwriting department, processing life insurance payments, providing phone support for members, running reports, assisting with communication with agents and medical providers, managing a case load of pending life insurance applications, and maintaining department resources.
Responsibilities
- Provide service to members
- Assist underwriters with prepwork
- Support the underwriting department
- Process life insurance payments
- Provide phone support for members
- Run reports
- Assist with communication with agents and medical providers
- Manage a case load of pending life insurance applications
- Maintain department resources including internal procedures, forms, cheat sheets, vendors, etc.
Qualifications
Required
- Bachelor's degree (preferred)
- 2 years of experience in insurance or financial services
- Ability to work independently as well as in a group setting
- Proficient with computer programs including Excel and Word
- Solid understanding of life insurance policy structure
Preferred
- Strong attention to detail
- Strong work ethic
- Good interpersonal skills (verbal and written)
- Accuracy in data entry work
- Ability to prioritize between multiple tasks and requests
About Robert Half
Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. We offer contract, temporary and permanent placement solutions for roles in finance and accounting, technology, marketing and creative, legal, and administrative and customer support. Named to Fortune’s World’s Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®. Robert Half is traded on the New York Stock Exchange (symbol: RHI) and is a member of the S&P 500 index.
Full Job Description
Our client is a Boston life insurance firm looking to expand their team and to bring onboard an Operations Associate.
This role primarily involves providing service to members, assisting underwriters with prepwork, and being a strong team player. Responsibilities involve providing support to the underwriting department, processing life insurance payments, providing phone support for members, and running reports. Selected candidate will assist with communication with agents and medical providers, managing a case load of pending life insurance applications, and maintaining department resources including internal procedures, forms, cheat sheets, vendors, etc. Requirements include a Bachelor's degree (preferred), 2 years of experience in insurance or financial services, ability to work independently as well as in a group setting, proficient with computer programs including Excel and Word, and a solid understanding of life insurance policy structure is a plus. Essential skills include strong attention to detail, strong work ethic, good interpersonal skills (verbal and written), accuracy in data entry work, and an ability to prioritize between multiple tasks and requests. This is a hybrid role requiring 3 days in office.
To be conidered, please apply. You may also send your updated resume to jeff.welch@roberthalf.com.
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