What are the responsibilities and job description for the Operations Analyst 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(s) position will act as a liaison between customers, business partners, and third-party service (TPA’s) providers. The position will be a communicator, problem solver and agent for change to provide continuous improvements.
What You'll Do
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(s) position will act as a liaison between customers, business partners, and third-party service (TPA’s) providers. The position will be a communicator, problem solver and agent for change to provide continuous improvements.
What You'll Do
- Answer general incoming calls from policyholders and agents.
- Work with third party contacts to audit, reconcile data discrepancies, research missing data, handle inquiries and provide updates as requested for annuity business.
- Conduct research and analysis in order to ensure successful outcomes when complexities arise.
- Deliver accurate and prompt resolution of issues and relay necessary information by both verbal and written communication.
- Troubleshoots issues to determine the best solutions and then implement a plan.
- Develop broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery.
- Handle inbound/outbound calls from all applicable customers including but not limited to third party contacts, client contacts, third party vendors and internal team resources.
- Support Life insurance business and customers.
- High School Diploma or Equivalent. College degree preferred
- Operations Analyst I: 0-2 years’ experience providing customer service and transaction processing support in insurance or financial services.
- Operations Analyst II: 3-5 years of experience with increased complexity in tasks and assignments.
- Operations Analyst III: 5 years of experience with increased complexity in tasks and assignments with a high level of autonomy.
- Demonstrated and effective oral, written, and interpersonal communication skills.
- Ability to work effectively with other internal teams and associates
- Ability to communicate effectively both orally and in writing.
- Ability to build productive internal/external working relationships.
- Advanced interpersonal skills.
- Strong analytical skills.
- Advanced organizational skills and attention to detail
- Normal office working environment
- Occasional evening and weekend hours to meet deadlines
- Occasional travel is required
- Ability to sit for extended periods of time
- Ability to type / perform data entry
- Ability to read from a computer screen and paper reports