Demo

Annuity & Insurance Operations Service Associate

Hired by Matrix, Inc
South Jordan, UT Contractor
POSTED ON 11/27/2025
AVAILABLE BEFORE 12/26/2025
At-a-Glance:

Are you ready to build your career by joining a global financial institution, If so, our client is hiring an Annuity & Insurance Operations Service Associate.

Position Type:

Contract

On-site (After onsite training, flexiblity 2 days remote and 3 days on-site)

Required:

  • Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions.
  • Excellent listening and written and verbal communication skills.
  • Desire to learn the insurance operations business and invest time and experience to develop expertise.
  • Ability to:
    • Learn quickly and apply knowledge to new situations.
    • Establish and maintain positive client relationships.
    • Diagnose and solve problems creatively.
    • Recognize and diffuse potential issues and/or difficult interactions.
    • Should be Multi-tasking.


Responsibilities:

  • Establish and maintain effective relationships in order to deliver world class service to our clients.
  • Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services.
  • Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution.
  • Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research.
  • Meet team and department service goals established by management.


Get in Touch:

We want to hear from you! If you think you'd be a good match, submit your resume and reach out to Sparsh at (862) 895-5696 to learn more.

#HbM6349

Salary : $22

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