Job Title: AWM - Operations - Client Services - Analyst
Location: Cohoes, N.Y, 12047
Duration: 5+ months
 
Responsibilities:

• Review and process pending client requests to ensure proper authorizations and supporting documentation are in place and meet policy requirements.
• Proactively monitor clients policies by developing policy reviews, ensure premiums are paid, etc.
• Scheduling client calls to review their in force policies and answer questions.
• Coordinate and process team specific tasks as requested by the business.
• Perform quality reviews of other team members completed work and ensure data accuracy.
• Work across multiple systems and platforms.
• Interface with teams and businesses to resolve on-going issues and answer specific policy questions.
• Provide support and work on special projects as requested.
• Apply business judgment to identify unusual or suspicious activities and escalate issues as appropriate.
• Associate must understand and adhere to all policies and procedures including, but not limited to, quality, client service, information security, and compliance.

Qualifications / Requirements

• Bachelor’s degree required
• Working knowledge of certain Microsoft products including Word, Windows, PowerPoint, Excel and Outlook
• Active life and health insurance license preferred 
• Series 6 or 7 registration preferred 
• Series 63 or 66 registration preferred
• Sound judgment and outstanding attention to detail
• Proven analytical skills and problem solving ability
• Superior written and verbal communication skills
• Ability to work collaboratively with all levels of the organization
• Flexible and able to work well under pressure in a team environment
• Ability to work independently and maintain confidentiality
• Self-motivated
• Excellent time management and organizational skills
• Ability to multi-task

 
 
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 26.00/hr.