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DE031918 - Insurance Operations Analyst

Insurance Operations Analyst | Full time | Experience: 2-5 years
Job No. CXO-131913-S70699 | Muntinlupa
立即申请
---ONLY THOSE APPLICANTS WHO ALREADY HAVE THE RIGHT TO LIVE AND WORK IN THIS COUNTRY ARE ELIGIBLE TO APPLY FOR THIS ROLE--- POSITION TITLE: Insurance Operations Analyst WORK SETUP: RTO Responsibilities: • Review and authorize procedures for handling legal documentation and inquiries, including guardianship, conservatorship, QDROs, Power of Attorney, and levy/guardianship matters. • Ensure compliance with regulatory standards and internal policies in all processing activities. • Lead efforts to correct Social Security records and validate income and deposit information for internal and external requests. • Administer beneficiary updates, particularly involving complex agreements. • Secure handling and updating of participant banking details in alignment with compliance and service standards. • Update participant address records using investigative tools such as Accurint and Equifax to maintain data integrity. • Coordinate with retained teams to resolve escalated or specialized cases. • Complete After-Call Work originating from inbound contact center interactions within Salesforce. • May conduct outbound calls to participants for follow ups or as requested OTHERS Project Shift Schedule: Night Shift Project Rest Day: Weekends Project/Team Location: Muntinlupa Filinvest Axis Tower One
SKILL AND QUALIFICATIONS o College graduates o Open to college undergraduates o At least 1 yr experience in Insurance back-office, preferably with Life Insurance and/or Retirement background o Strong analytical and research skills, with the ability to investigate complex participant situations, interpret account activity, and provide clear, accurate findings to support Contact Center. o Excellent verbal and written communication, capable of translating complex retirement and insurance concepts into clear, customer friendly explanations for both agents and participants. o Solid understanding of retirement products, compliance requirements, legal documentation processes, back office functions such as recordkeeping, plan administration, or participant services o Familiarity with regulatory frameworks governing retirement and insurance services is a plus. o Proficiency with research and data validation tools (e.g., Accurint, Equifax), CRM systems like Salesforce is a plus. o High attention to detail and accuracy in a fast paced, high volume environment, with flexibility to adapt to shifting assignments and cross–timezone support needs.

Muntinlupa

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