What are the responsibilities and job description for the Service Analyst position at ECLARO?
Job Number: 26-00807
Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Service Analyst for our client in Jersey City, NJ.
ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity!
Position Overview:
If hired, you will enjoy the following ECLARO Benefits:
Carlo Flores
Carlo.Flores@eclaro.com
646-695-2934
Carlo Flores | LinkedIn
Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.
Find your next opportunity in the Financial Services Industry. ECLARO is looking for a Service Analyst for our client in Jersey City, NJ.
ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity!
Position Overview:
- The Service Analyst will support Institutional Annuities operations by ensuring accuracy, compliance, and timely execution of service tasks.
- This role is ideal for individuals who are organized, detail-oriented, and comfortable working independently in a fast-paced environment.
- No prior experience is required—training and coaching will be provided.
- Sort and organize incoming mail, faxes, emails, and OneDrive files; assign to appropriate teams.
- Index PDF documents into Global Search to maintain up-to-date records.
- Review participant contract data for accuracy and completeness.
- Prepare and send correspondence to contract participants.
- Assign inbound correspondence to service representatives.
- Monitor and track response timelines, ensuring timely follow-up.
- Maintain accurate records in workflow systems and participant files.
- Review forms and documents for compliance.
- Process routine non-financial account activities.
- Provide clear explanations of basic functional information to participants and colleagues.
- Answer participant phone inquiries with clarity and professionalism.
- Assist with locating missing participants and uncashed checks, including obituary searches.
- Help employees locate tax forms when needed.
- Strong organizational skills.
- Familiarity with Microsoft Office Suite.
- Ability to work remotely using VPN.
- Basic familiarity with Microsoft tools.
- Ability to pivot quickly and maintain focus on repetitive tasks.
- Attention to detail and punctuality.
- Corporate experience.
- ChatGPT familiarity.
If hired, you will enjoy the following ECLARO Benefits:
- 401k Retirement Savings Plan administered by Merrill Lynch
- Commuter Check Pretax Commuter Benefits
- Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
Carlo Flores
Carlo.Flores@eclaro.com
646-695-2934
Carlo Flores | LinkedIn
Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.
Salary : $25