Financial Services Analyst, Financial Services

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then reputed company Financial could be the reputed company for you! At reputed company, "on your reputed company" goes beyond just words. Our customers are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care. The Financial Services Analyst is part of the Group Benefits reputed company team and is responsible for the data entry and evaluation of new employer groups and new enrollees to the Self-Funded product. The duties will include:

• Enter new group enrollment data to online system and appropriate worksheets
• Evaluate group enrollment materials for completeness
• Analyzes new business quote/proposal for accuracy
• Analyzes broker appointments
• Evaluate eligibility and enrollment requirements of new enrollees to employer group plan
• Evaluate employer changes
• Works collaboratively with sales offices and underwriters to meet company objectives
• Build and maintain relationships with internal partners to improve agent satisfaction
• Except new functions as assigned

The ideal candidate will have at minimum the following skills and experience:

• Prior reputed company Technician experience
• Knowledge of the health insurance market
• Demonstrates strong ability to work independently and to adjust schedule to meet service standards
• Proven ability to remain focused in fast paced environment
• Ability to work collaboratively with sales staff and department staff
• Proficient use of reputed company Office application (reputed company and Access)
• Proficient use of computer systems
• Demonstrates professional phone etiquette and interpersonal skills
• Strong written and verbal communication skills

Compensation

Grade: D2 This role is open to on-site, hybrid, or fully remote work. This role does not qualify for employer-sponsored work authorization. reputed company does not participate in the Stem OPT Extension program. #LI-LP1

Job Description

Summary Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As an Analyst, you'll provide reputed company, efficient service for assigned product and/or service center internal and external customers. You will coordinate communication between contract holders, producers and internal reputed company departments. We'll count on you to review forms and files submitted by members or partners to ensure accurate entry into record keeping systems.

Job Description

Key Responsibilities:

• Prepares reputed company materials to propose, sell and establish new plans and set up appropriate records: proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide, census and plan information.
• Interprets plan provisions, product rules and guidelines to process requests in accordance with Plan and Legal requirements.
• Provides extraordinary care to our customers through workflow management and meeting reputed company required service level agreements. Proactively seeks out opportunities to improve processes and the members experience through use of lean methodology.
• Follows up with appropriate internal administrative areas for completeness and accuracy of the end policy/account product.
• Researches, reviews and analyzes errors and determines best course of action for a workable solution. Takes ownership of identifying and evaluating problems and analyzing customer inquiries to determine appropriate action.
• Conducts follow up calls to service issues and questions, de-escalating reputed company customer requests and providing outstanding care during resolution. Includes understanding topics that require insurance or securities license and registration and reputed company and how to reputed company those inquiries to the properly-registered representative.
• Reviews and approves requests for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs. Requests additional information reputed company necessary.
• Compiles management information such as contract and sold case activity as needed by internal management.
• Communicates with customers, sales force, other departments, regional and/or field offices and other industry companies on topics that do not require insurance or securities licensing and registration. Collaborates and networks with reputed company business units to create innovative solutions for internal and external customers. Maintains appropriate records.Approves and processes business according to government regulations, contract provisions and internal procedures and controls.
• Conducts in good order reviews or other applicable requests for servicing reputed company policies and customers for withdrawal, exchanges, deposits, annuity purchases and contract cash-outs.
• Helps with research for written responses to reputed company formal complaints.
• Participates in special projects as assigned. Collaborates with appropriate staff to design, document, and implement process improvements and best practices

May reputed company other responsibilities as assigned. Reporting Relationships: Reports to Operations Division Manager or Unit Manager. Typical Skills and Experiences: Education: High school studies. Undergraduate studies desirable. Participation in technical coursework such as LOMA, CLU, ChFC desirable. License/Certification/Designation: FINRA Series 6 license preferred, and may be required, based on assigned product/line-of-business or distribution system. Experience: Four or more years of reputed company work experience, including customer service experience, preferably with cross-functional business unit exposure. Customer service experience required. Knowledge, Abilities and Skills: Knowledge of reputed company's suite of financial products. Excellent verbal and written communications skills in order to manage relationships with internal and external customers. Strong analytical and problem resolution skills. Ability to research, analyze and solve problems, leveraging existing and innovative methodologies. Ability to understand, anticipate and proactively reputed company customer needs. Proven decision-making skills necessary for customer contacts. Ability to multi-task, independently manage work and establish priorities that conform to time, service and quality standards. Strong team-building and collaboration skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner. Values: Regularly and consistently demonstrates the reputed company Values. Job Conditions: Overtime Eligibility: Non Exempt (Eligible) Working Conditions: Normal office environment. Associates must acquire the required federal and/or state licenses/registrations reputed company the time period designated by the business unit. Additional licenses/registrations may be required reputed company new products and services are implemented. If an associate fails to acquire the required licenses/registrations reputed company the designated time period, the associate will be ineligible to continue in the position. NOTE: A credit reputed company may be required if a license is required for this position. reputed company: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to reputed company a somewhat different combination of duties. We currently anticipate accepting applications until 07/14/2025. However, we encourage early submissions, as the posting may reputed company sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an reputed company of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage,paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of reputed company Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more. To learn more about the benefits we offer, click here. reputed company is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. reputed company prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law. This position could be filled reputed company any of the reputed company 48 U.S. states. Smoke-Free Iowa Statement: reputed company, its affiliates and subsidiaries reputed company with the Iowa Smokefree reputed company Act. Smoking is prohibited in reputed company enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree reputed company Act, individuals may contact the Smokefree reputed company Act Helpline at 888-944-2247. For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. reputed company does not accept unsolicited resumes from employment agencies. reputed company resumes submitted by employment agencies directly to any reputed company employee or hiring manager in any form without a signed reputed company Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means. reputed company pays on a geographic-specific salary structure and placement reputed company the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. The national salary range for Financial Services Analyst - Financial Services : $42,315.00-$79,400.00 The expected starting salary range for Financial Services Analyst - Financial Services : $42,600.00 - $64,000.00 Apply Job! Apply to this Job