Key skills
CommunicationTime Management
About this role
Role Overview
- Sort and prioritize all incoming correspondence
- Triage all new applications received
- Handle insurance carrier feed rejects promptly
- Generate reports
- Create shells in WealthServ
- Communicate effectively to management and escalate issues where appropriate
- Identifying gaps and risks in documentation
- Where necessary, create and update documentation
- Providing timely and appropriate feedback to Leader
- Other administrative duties
Requirements
- 0-2 years' experience in similar role
- Proficiency with Excel and Outlook
- Exceptional accuracy attention to detail
- Excellent research and problem resolution skills with the ability to multitask
- Strong verbal and written communication skills
- Good organization and prioritization skills to ensure deadlines are met
- High level of customer service
- Strong organizational, prioritization, time management, customer service, and interpersonal skills
- Ability to meet deadlines
- Able to be flexible in adjusting priorities
Benefits
- health, dental, mental health, vision insurance
- short
- and long-term disability coverage
- life and AD&D insurance
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- retirement savings plans (including pension and a global share ownership plan with employer matching contributions)
- financial education and counseling resources
- generous paid time off program including holidays, vacation, personal, and sick days