Job Number: 25-05345
Find your next opportunity in the Financial Services Industry. ECLARO is looking for an
Operations Support for our client in
New York, NY.
ECLARO's client is one of the largest mutual life insurance companies and provides long-term care insurance, mutual funds and retirement-plan services across the US. If you’re up to the challenge, then take a chance at this rewarding opportunity!
Position Overview:
- This role plays a critical part in servicing proposals, managing documentation, and ensuring timely and accurate processing of agent materials.
- It requires strong collaboration with internal and external partners and adherence to strict service timelines.
- Team & Culture:
- Department: Worksite - Product and Operations
- Collaborative and service-minded team environment.
- Emphasis on accuracy, timeliness, and efficiency.
- Communication primarily via email and Microsoft Teams.
Responsibilities:
- Support daily operations using Microsoft Office Suite and Salesforce.
- Manage and track Request for Proposals (RFPs) for Underwriting teams.
- Verify agent licensing and compliance.
- Follow up on missing paperwork and ensure complete submissions.
- Coordinate installation paperwork with servicing centers.
- Respond to agent inquiries via business email inbox.
- Deliver exceptional customer service across teams and partners.
- Assist with special projects and meet time-sensitive deadlines.
Qualifications:
- Proficiency in Microsoft Office (especially Excel) and SharePoint.
- Detail oriented, work independently, but is proactive with questions and collaborate with others to solve problems.
- Worked in an office environment, preferred.
- Experience in Life Insurance or Financial Services, preferred.
- Familiarity with Salesforce and web-based tracking tools.
- Strong written and verbal communication skills.
- Organized and able to multitask effectively.
- High sense of urgency and proactive problem-solving mindset.
- Ability to work independently while collaborating with others.
If hired, you will enjoy the following ECLARO Benefits:
- 401k Retirement Savings Plan administered by Merrill Lynch
- Commuter Check Pretax Commuter Benefits
- Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO
If interested, you may contact:
Lester Candilado
jan.candilado@eclaro.com
646-680-0168
Lester Candilado | LinkedIn
Equal Opportunity Employer: ECLARO values diversity and does not discriminate based on Race, Color, Religion, Sex, Sexual Orientation, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status, in compliance with all applicable laws.
