
Under limited supervision in a high-volume call center, uses detailed knowledge and skills obtained through on-the-job training to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and Operations support. Follows established procedures to perform routine tasks and receives general guidance and direction to perform a variety of non-routine tasks with limited decision-making responsibility. Provide excellent customer service, professionalism and efficient support to internal and external customers.
JOB ACCOUNTABILITY:
General understanding of all job functions within Operations.
General understanding of various industry rules and regulations that must be followed for all plan/product types.
Basic office practices, procedures, and methods
Organizational and time management skills to prioritize workflow and ensure duties and projects are completed by deadlines.
Reasoning and problem-solving skills to research and resolve general problems.
Operating standard office equipment and using required software applications, including Microsoft Office applications (Word, Excel, Power Point, Outlook and Access) sufficient to create documents, spreadsheets, and business correspondence.
Communication skills and professional demeanor to interact with all levels of management, other associates and counterparts at other firms.
Work independently and in a team environment as well as cooperation with supervisor.
Work well under stress created by time deadlines, workflow volume changes, and telephone/associate inquiries.
Learn and understand the various legal documents required by various companies in order to process client requests.
Learn and apply new information, skills, and processes, quickly including the various regulations, back office systems and imaging system.
Read and interpret financial statements.
Demonstrate efficiency and flexibility in performing detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
Perform accurate data entry, 10 key by touch, and type at least 30 words per minute.
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