Compunnel
Technical Operations Support Level 3
Compunnel, New York, New York, us, 10261
Description:
Job Summary:
Client is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people are critical to our success. Together, we share a common set of values by always keeping the client’s interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity while leading with exceptional ideas. Client can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Our DNA, our culture, and our history are rooted in serving our clients.
Team Profile:
The Annuity & Insurance Operations group within the Client Service Network (MSSN) provides operational and customer service support to Client financial advisors and branch employees. The team responds to a variety of inquiries related to servicing insurance & annuity policies, agent of record changes, policy transfers, and commission and trail payouts. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
• The Insurance & Annuity Operations Policy Services team is responsible for providing customer service support to FA/branches related to post-issue services for Insurance and Annuity products.
• Establish and maintain effective relationships to deliver world-class service to our clients.
• Handle inbound calls/cases from the branch network while meeting team and department service goals established by MSSN management.
• Support Carrier inquiries and manage communication both through mail and the team e-mailbox.
• Process daily position files and review exception reports that arise from the positions files.
• Review and process incoming requests to release custodial ownership, review exception reports from various policy servicing tools, and participate in a monthly client statement review checkout process.
• Define and prioritize daily activities; strong written and verbal communication skills, strong working knowledge, and proficiency in Excel.
• Learn quickly and engage in a number of detailed tasks at once.
• Demonstrate strong flexibility regarding the duties assigned and problem-solving skills and be able to work independently.
Required Qualifications:
• Attention to detail in both service interactions and processing tasks.
• Ability to multi-task and manage time effectively.
• Ability to establish and maintain positive client relationships.
• Ability to diagnose and solve problems creatively.
• Ability to recognize and diffuse potential issues and/or difficult interactions.
• Excellent communication (written and oral) and listening skills.
• Desire and ability to learn quickly and apply knowledge to various situations.
• Minimum 6 months call center or phone interaction experience.
Preferred Qualifications:
• Bachelor's degree or minimum 2 years financial industry experience.
• Experience in the insurance industry or familiarity with the financial industry.
• Prior Operational and/or Insurance & Annuity experience is a plus.
Education:
High School
Job Summary:
Client is a leading global financial services firm providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's employees serve clients worldwide, including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people are critical to our success. Together, we share a common set of values by always keeping the client’s interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity while leading with exceptional ideas. Client can provide a superior foundation for building a professional career - a place for people to learn, achieve, and grow. A philosophy that balances personal lifestyles, perspectives, and needs is an important part of our culture. Our DNA, our culture, and our history are rooted in serving our clients.
Team Profile:
The Annuity & Insurance Operations group within the Client Service Network (MSSN) provides operational and customer service support to Client financial advisors and branch employees. The team responds to a variety of inquiries related to servicing insurance & annuity policies, agent of record changes, policy transfers, and commission and trail payouts. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures.
Primary Responsibilities:
• The Insurance & Annuity Operations Policy Services team is responsible for providing customer service support to FA/branches related to post-issue services for Insurance and Annuity products.
• Establish and maintain effective relationships to deliver world-class service to our clients.
• Handle inbound calls/cases from the branch network while meeting team and department service goals established by MSSN management.
• Support Carrier inquiries and manage communication both through mail and the team e-mailbox.
• Process daily position files and review exception reports that arise from the positions files.
• Review and process incoming requests to release custodial ownership, review exception reports from various policy servicing tools, and participate in a monthly client statement review checkout process.
• Define and prioritize daily activities; strong written and verbal communication skills, strong working knowledge, and proficiency in Excel.
• Learn quickly and engage in a number of detailed tasks at once.
• Demonstrate strong flexibility regarding the duties assigned and problem-solving skills and be able to work independently.
Required Qualifications:
• Attention to detail in both service interactions and processing tasks.
• Ability to multi-task and manage time effectively.
• Ability to establish and maintain positive client relationships.
• Ability to diagnose and solve problems creatively.
• Ability to recognize and diffuse potential issues and/or difficult interactions.
• Excellent communication (written and oral) and listening skills.
• Desire and ability to learn quickly and apply knowledge to various situations.
• Minimum 6 months call center or phone interaction experience.
Preferred Qualifications:
• Bachelor's degree or minimum 2 years financial industry experience.
• Experience in the insurance industry or familiarity with the financial industry.
• Prior Operational and/or Insurance & Annuity experience is a plus.
Education:
High School