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Operations Specialist in Portland, OR at Volt

Date Posted: 4/12/2019

Job Snapshot

Job Description

Operations Specialist

Annuity Department – working on Death Claims (Life Insurance)

Pay rate $21 hourly

6 months with a possible extension

Great opportunity to gain a wide-range of experience in a large Insurance and Financial service provider! 

What is in it for you:

  • Work in the heart of downtown Portland
  • Close to public transportation
  • Local company that supports communities where we live in work
  • Supportive team environment
  • Consistent work schedule- Weekends Off

Key objective for the Role:

  • 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 policy-owners, 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
  • 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
  • Prepare and coordinate recurring policyowner communications and services, including, business retention services, beneficiary changes/confirmation and initial minimum distribution calculations and notices
  • Support divisional projects as assigned, especially those involving customer-focused activities

Position Requirements:

  • 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.

Education:

High School Diploma or General Education Diploma required

Bonus Experience:

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

How to apply: Please call the Volt branch at 503-227-3332 and ask for Maureen Wehrley or Liisa Erickson

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