Talent.com
Business Operations Representative
Business Operations RepresentativeBeacon Hill • Saint Paul, Minnesota
Business Operations Representative

Business Operations Representative

Beacon Hill • Saint Paul, Minnesota
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Responsibilities

Policy Services, New Business, and Annuity Support (55%)

  • Perform a variety of support activities across Policy Services, New Business, and Annuity Services.
  • Sort and distribute system-generated and manually prepared outputs to clients, advisors, and imaged files.
  • Review and share system reports with internal business partners.
  • Process and distribute output for clients, Life Policy Administration, Claims, Annuities, and Systems Administration.
  • Reply to customer emails for document requests.

Life Insurance Policy and Annuity Assembly (40%)

  • Assemble new life insurance policies and reissued policy pages, preparing them for distribution to advisors or clients.
  • Sort policy documents to ensure correct delivery to the advisor, insured, policy owner, and home office.
  • Use the VISTA Web system to manage outstanding requirements, policy mailing and delivery dates, and underwriting expiration dates.
  • Forward completed policies by mail within daily deadlines.
  • Update home office files with all document copies, ensuring imaging if necessary.

Reinsurance and Electronic File Assembly

  • Prepare client files for distribution to reinsurance partners.
  • Monitor and respond to incoming emails and referrals, ensuring timely notification and assembly of electronic client files.
  • Transmit electronic client files to the appropriate reinsurance company.

Qualifications

  • Product Knowledge: Solid understanding of Individual Life products, related processes, and procedures within Operations Support, Life New Business, Underwriting, and Policy Administration.
  • Technical Skills: Proficiency in systems such as Client Foundation System, VISTA, AdminServer, Lotus Notes, REM, Adobe Acrobat Professional, Microsoft Word, and Excel.
  • Communication Skills: Ability to interact effectively with colleagues and internal departments.
  • Attention to Detail: High level of accuracy in assembling life insurance policies, handling return mail within regulatory timelines, and processing output.
  • Organization: Strong planning and prioritization skills to manage workload and adapt to changing priorities.
  • Independence and Team Collaboration: Ability to work independently when appropriate and seek guidance when needed.
_
[job_alerts.create_a_job]

Business Operations Representative • Saint Paul, Minnesota

[internal_linking.similar_jobs]

Terminal Operations Manager

ITS Technologies & LogisticsSt Paul, MN, United States
[job_card.full_time]

ConGlobal is the go-to expert for multimodal, industrial terminal operations.ConGlobal has been firmly planted in the intermodal industry for more than half a century.From the time Malcom McLean br...[internal_linking.show_more]

 • [job_card.promoted]

Manager of Truckload Sales & Operations - Remote

Global Source LogisticsSt Paul, MN, US
[filters.remote]
[job_card.full_time]

Sorry, Visa / sponsorship not available.Manager of Truckload Sales and Operations Remote.Global Source Logistics (shipgsl.Truckload, LTL, OTR Expedited, and Bonded Freight.For 15 years, we've built...[internal_linking.show_more]

 • [job_card.promoted]

Manager - Services Sales - AWS

SHI GmbHSt Paul, MN, United States
[job_card.full_time]

Since 1989, SHI International Corp.We've grown every year since, and today we're proud to be a $16 billion global provider of IT solutions and services.Over 17,000 organizations worldwide rely on S...[internal_linking.show_more]

 • [job_card.promoted]

Senior Manager, Operations - Dispatch Technology

EcolabSt Paul, MN, United States
[job_card.full_time]

The role of the Senior Manager, Operations - Dispatch Technology operates as the business driver for Institutional operations, overseeing the implementation and optimization of dispatch technology....[internal_linking.show_more]

 • [job_card.promoted]

New Business Specialist

HomeServices InsuranceSaint Paul, MN, United States
[job_card.full_time]

New Business Specialist provides support to the sales team when processing client applications across several lines of business.This role needs to ensure questions and applications are answered tho...[internal_linking.show_more]

 • [job_card.promoted]

B2B Sales Representative

Slice Merchant ServicesForest Lake, MN, US
[job_card.full_time]

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions...[internal_linking.show_more]

 • [job_card.promoted]

Business Banking Portfolio Manager

Associated Bank - CorpSaint Paul, Minnesota, United States
[job_card.full_time]

At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success.If you thrive in an environment where your gr...[internal_linking.show_more]

 • [job_card.promoted]

Business Development Representative

GranicusSaint Paul, Minnesota, United States
[job_card.full_time]

Business Development Representative.Serving the People Who Serve the People.Granicus is driven by the excitement of building, implementing, and maintaining technology that is transforming the Govte...[internal_linking.show_more]

 • [job_card.promoted]

Business Analyst / Business Systems Analyst (BA/BSA)

TriOptus LLCSt Paul, MN, United States
[job_card.full_time]

Business Analyst / Business Systems Analyst (BA/BSA).Paul, MN (Hybrid - Onsite 1+ day/week).Business Analysts / Business Systems Analysts (BA/BSA).Information Services-supporting enhancements, proc...[internal_linking.show_more]

 • [job_card.promoted]

Business Banker 2

Frandsen BankHugo, MN, United States
[job_card.full_time]

Frandsen Bank & Trust is seeking a Business Banker for our Vadnais Heights location.This position is responsible for supporting a dynamic lending team for prospecting and developing new client rela...[internal_linking.show_more]

 • [job_card.promoted]

Business Sys Analyst Sr

Canon USA & AffiliatesSt Paul, MN, United States
[job_card.full_time]

Business Sys Analyst Sr - req1597.Responsible for optimization and streamlining the organization's Quote 2 Cash workstream, focusing on analyzing existing process, identifying areas for improvement...[internal_linking.show_more]

 • [job_card.promoted]

Business Development Representative (Detroit or Cleveland)

COCHLEAR AMERICASSt Paul, MN, United States
[job_card.full_time]

Change people's lives and love what you do! Cochlear is the most recognized brand in hearing health care.Business Development Representative (Detroit or Cleveland).Preferably seeking candidates bas...[internal_linking.show_more]

 • [job_card.promoted]

Manager, Pharmacy Operations

Patterson CompaniesSt Paul, MN, United States
[job_card.full_time]

Patterson isn't just a place to work, it's a partner that cares about your success.One of the distinguishing marks of our company is the talented people who embrace the people-first, always advanci...[internal_linking.show_more]

 • [job_card.promoted]

Study Operations Manager - FSP

PAREXELSt Paul, MN, United States
[job_card.full_time]

The Study Operations Manager has responsibilities for study and regional or specific country level activities from study startup through conduct and study close on one or more studies, providing le...[internal_linking.show_more]

 • [job_card.promoted]

New Business Specialist

HomeServices of AmericaSaint Paul, MN, United States
[job_card.full_time]

New Business Specialist provides support to the sales team when processing client applications across several lines of business.This role needs to ensure questions and applications are answered tho...[internal_linking.show_more]

 • [job_card.promoted]

Claim Operations Specialist

TravelersSaint Paul, MN, United States
[job_card.full_time]

Under moderate supervision, this position is responsible for partnering with claim professionals to assist customers.Responsibilities within the team include building customer relationships, comple...[internal_linking.show_more]

 • [job_card.promoted]

Sr. Specialist, Business Development Operations

Comcast Business Solutions Advisor ProgramSaint Paul, MN, United States
[job_card.full_time]

Comcast Brings Together The Best In Media And Technology.Comcast brings together the best in media and technology.We drive innovation to create the world's best entertainment and online experiences...[internal_linking.show_more]

 • [job_card.promoted]

Claim Operations Specialist

Travelers InsuranceSt Paul, MN, United States
[job_card.full_time]

Taking care of our customers, our communities and each other.By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 17...[internal_linking.show_more]