Operations Associate

Handle intake of new annuity applications that are received daily, review application for completeness and accuracy per company and statutory guidelines.
Prepare documentation for 1035/rollover transfers and actively follow up with transfer companies until funds are received. Must adhere to established follow up timeframes to meet expectations in this position.
Gain proficiency of all tasks pertaining to premium processing ensuring premium is issued within 24 hours of receipt.
Handle processing of outgoing funds for not taken orders and overpayment within established timeframe.
Correspond with producers to ensure accurate and timely processing of premium payments and annuity applications. Follow up to obtain required documentation as needed.
Provide information as needed related to an applications status and assist in research for other departments, agencies, and agents.
Maintain an updated knowledge base of company annuity offerings both qualified and non-qualified. Possess a basic understanding on IRC tax procedures as they relate to non-qualified annuity products and be able to articulate basic concepts when questions arise.
Be an active participant in analyzing products, services, and business processes to ensure the satisfaction of our partners, while proposing solutions that will benefit all parties.
Be an agent of change promoting our digital platforms both internally and externally.
Comply with HIPAA, Diversity Principles, Corporate Integrity, Compliance Program policies and other applicable corporate and departmental policies.
Maintain open lines of communication with management regarding developments within areas of assigned responsibilities and perform special projects as requested.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal. com .

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Accounting or financial background
Must have minimum of 1-3 years applicable experience, insurance or finance services preferred
Clear and concise written and verbal communication skills
Exceptional attention to detail
Must demonstrate proper phone etiquette, listening skills, and ability to multitask via computer simulation testing
Ability to thrive in a team environment and maintain positive energy in the face of adversity
Intermediate PC skills including all Microsoft Office Software
Must adhere to schedule requirements demonstrating dependability and reliability