Operations Specialist in Portland, OR at Volt

Date Posted: 11/17/2018

Job Snapshot

  • Employee Type:
  • Location:
    Portland, OR
  • Duration:
    48 weeks
  • Date Posted:
  • Job ID:
  • Pay Rate
    $19.0 - $22.0/Hour
  • Contact Name
    Volt Branch
  • Phone

Job Description

Operations Specialist (Insurance Company)

Annuity Department – working on Death Claims (Life Insurance)

Pay rate $19 - $22 per hour DOE

Possible Temp to hire!

Our Client is a $2.8B Portland-based provider of financial products.  The company’s offerings include: group and individual disability insurance, group dental and vision insurance, retirement plans products and services, and investment advice.  Established 100 years ago, our Client offers the stability of an established firm with a collegial, high-touch service culture.  We are looking for an Operations Specialist to respond to telephone inquiries and requests from individual annuity and disability policyowners, agents and representatives of policyowners.  Prepare written correspondence, calculations, and monitor status of requests as appropriate to ensure customer satisfaction.

This is a 6+ month opportunity that will probably be extended and/or go temp-to-hire.

Job Responsibilities/Duties:

Contribute to the company’s success through excellent customer service and meeting or exceeding performance objectives for the following major job functions:

(70%)  * 1.   Respond to a wide variety of customer service needs via the policy administration 800 line and e-mail alias.  Promptly and accurately communicate information about individual annuity and disability products.  Advise on: form completion, plan provisions and their impact, taxability issues, division procedures, particularly with respect to obtaining distributions, including Tax Sheltered Annuity loans.  Communicate sensitive policy information and policy service options to policyowners, producers, attorneys, CPAs, and financial advisors on contractual provisions, statutory regulations and other related policy information.  Monitor status of requested work and prepare customized correspondence as necessary. 

(10%)  * 2.   Solicit and analyze customer feedback to identify areas for customer service improvements; develop and modify written correspondence; recommend changes to internal forms and procedures; and inform management of customer feedback as appropriate to ensure prompt and accurate to inquiries.

(10%)  * 3.   Prepare and coordinate recurring policyowner communications and services, including, business retention services, beneficiary changes/confirmation and initial minimum distribution calculations and notices.

(10%)    4.   Support divisional projects as assigned, especially those involving customer-focused activities.

PAY RATE:  $19.00 - $22.00 per hour DOE

Operations Specialist Qualifications:

  • Demonstrated skills: Format and produce correspondence using current word processing applications; proofread and edit for spelling, punctuation and grammar; organize workload and prioritize tasks to meet changing priorities; work effectively in collaboration with peers and team members; convey a professional demeanor to phone customers.
  • Ability to: Express information clearly, both in written and oral communications, particularly telephone and e-mail communication; apply policies and procedures to a variety of (clear and unclear) situations consistently; take or recommend appropriate action in a limited time frame; learn, retain and effectively communicate specific details/provisions of annuity and disability plans and products; adapt to learning new systems and processes.
  • Working knowledge of: Personal computer software applications including spreadsheet, word processing software, and Annuity and Disability products.
  • Pre-employment screenings: Drug Screen, Background Check and Education Verification.


High School Diploma or General Education Diploma required

Bonus Experience:

Experience working for an Insurance Company and/or with Life/Disability/Medical Claims. 

Instructions to begin the process:

How to Apply: Email Maureen Wehrley at mwehrley@volt.com or call 503-820-5224.

Volt has over 60 years of staffing experience. We work with many of the Fortune 500 and 1000 companies to provide workforce solutions. We offer many direct hire full-time positions as well as many contingent/temporary positions. We offer our Workers competitive pay and benefits, as well as educational programs and re-deployment assistance.

To learn more about Volt, please visit: http://www.volt.com and to see more of our job postings, please visit: http://jobs.volt.com

Volt is an Equal Opportunity Employer