What are the responsibilities and job description for the Operations Analyst- Payment Resolution & Research position at Kuvare Holdings?
About Kuvare
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.
Kuvare Family Of Companies
Retail Annuity and Life Insurance Solutions:
The Operations Analyst, Payment Resolution & Research is responsible for processing premium collection and providing accurate information to service our clients and policyholders. The position will be a communicator, problem solver, and agent for change to provide continuous improvements.
What You'll Do
Experience
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of everyday Americans and the distributors, carriers and investors that serve them. We create life insurance and annuity products that protect consumers’ retirements, and are simplified for distributor partners and financial professionals to sell and service.
Kuvare Family Of Companies
Retail Annuity and Life Insurance Solutions:
- United Life Insurance Company
- Guaranty Income Life Insurance Company
- Lincoln Benefit Life
- Kuvare Life Re
- Ignite Partners
The Operations Analyst, Payment Resolution & Research is responsible for processing premium collection and providing accurate information to service our clients and policyholders. The position will be a communicator, problem solver, and agent for change to provide continuous improvements.
What You'll Do
- Process premium received based on type of products, accurate data entry ability.
- Process policy loans and run cost basis requests
- Daily processing of bank activity including lockbox rejects
- Make corrections to policies due to coding errors, account/bank information errors.
- Ability conduct research and meet deadlines.
- Assist with unclaimed property research and Claims requests
- Accounting balancing skills and General ledger knowledge.
- Assist with the 1099 process for policyholders
- Handle inbound/outbound calls from all applicable customers including but not limited to third party contacts, clients contacts, third party vendors and internal team resources.
- Develop broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery.
Experience
- Two-year degree in Accounting/Business or equivalent experience preferred.
- LOMA 1 & 2 courses completed/passed within two years of hire.
- One to three years of customer service or insurance background desired.
- Intermediate Excel knowledge.
- Strong organizational skills with elevated level of attention to detail
- Demonstrated persistency and ability to deliver results under pressure
- Excellent interpersonal, verbal communication and proofreading skills
- Proficient with Microsoft Office, etc.
- Must be a flexible self-starter who can prioritize tasks, follow through and meet deadlines
- Ability to work independently with minimal supervision
- Normal office working environment, full time with some flexibility
- Occasional evening and weekend hours to meet deadlines
- Occasional travel is required
- Ability to type / perform data entry
- Ability to read from a computer screen and paper reports
- Express ideas and otherwise communicate with the spoken word