Operations Consultant - I

Summary:

• Location: Santa Rosa, CA
• Duration: 6 months potential conversion
• Work Mode: Onsite: Mon-Friday, 100% onsite
• Hours: 8:30am - 5pm

Responsibilities:

• Serve as the first point of contact at the reception desk, greet clients, and answer and direct phone calls.
• Provide administrative support for the General Office, including mail handling, reception, supplies, and facility requests.
• Manage discretionary accounts and perform financial processing.
• Assist agents with questions and process permissible policy changes.
• Ensure strong governance and compliance by handling various financial and operational reports.
• Handle agent assignments, business card ordering, client information requests, and conference room reservations.
• Manage occupancy agreements, rental escalations, and adjustments.
• Assist with new business workflows and systems, and support agents in managing their cases.
• Prepare and edit amendments in application systems and track the appeals process.
• Troubleshoot and resolve onsite technology, telephony, and network issues.
• Process signature guarantees, TAS opt-outs, extensions, and CAP waivers.

Requirements:

• Office administrative experience.
• Experience in handling financial and operational reports.
• Ability to manage multiple responsibilities and streamline processes.

Preferred Skills:

• Familiarity with New Business workflows and systems (e.g., App Central, ALIP).
• Experience in processing CDCs for policy changes.
• Strong communication and organizational skills.