What are the responsibilities and job description for the Annuity Specialist position at IMCS Group?
Job Title: Analyst – Insurance Operations
Job Type: Contract (6 Months)
Location: Cohoes, NY 12047 (Onsite)
Job Summary
One of our clients is seeking a detail-oriented CW Analyst – Insurance Operations to support application processing, documentation review, data validation, quality control, and coordination with third-party insurance providers. The ideal candidate will have experience in financial services, wealth management, banking, insurance, or operations, along with strong Excel, analytical, communication, and problem-solving skills.
Key Responsibilities
- Review and process applications, account information, and supporting documentation.
- Validate data and documentation for completeness, accuracy, and quality.
- Coordinate with third-party insurance carriers and internal teams to support timely implementation.
- Perform quality reviews and identify discrepancies, missing information, and exceptions.
- Research and resolve operational issues across multiple systems and platforms.
- Maintain accurate records and documentation in accordance with procedures and controls.
- Escalate unusual, incomplete, or potentially suspicious activity when appropriate.
- Support operational projects and process improvements.
- Manage multiple priorities and deadlines in a fast-paced environment.
- Communicate clearly with internal stakeholders and external partners.
Required Qualifications
- Bachelor’s degree.
- Experience in financial services, wealth management, banking, insurance, or financial operations.
- Strong Microsoft Excel skills; Advanced Excel preferred.
- Experience with data review, validation, reconciliation, or quality control.
- Strong analytical and problem-solving abilities.
- Excellent attention to detail.
- Strong written and verbal communication.
- Ability to work across multiple systems and applications.
- Ability to collaborate with internal teams and third-party providers.
- Strong organization, time management, and multitasking skills.
Preferred Qualifications
- Experience with insurance applications, policy administration, or insurance operations.
- Experience working with financial or customer/account documentation.
- Experience in a regulated or compliance-driven environment.