Operations Associate

Job Title:

Operations Associate - New Business Transfer Team

Job Description

The Operations Associate in New Business Transfer Follow-Up makes outbound calls to external transfer companies to obtain the status of funds for new business cases and ensure timely, accurate updates. This role requires precise documentation, strong communication skills, and the ability to work independently while consistently meeting daily productivity and quality expectations in a fast-paced environment.

Responsibilities

+ Make outbound status calls to carriers and transfer companies to obtain updates on the status of funds for new business cases.

+ Clearly communicate next steps to external partners and internal stakeholders based on the status of transfers.

+ Document all call outcomes accurately and efficiently in the required systems, ensuring data integrity and completeness.

+ Navigate multiple administrative and operational systems while following established procedures and job aids.

+ Follow up on outstanding information and request missing items as needed to move cases forward promptly.

+ Proactively identify and communicate issues, trends, or opportunities for improvement to management.

+ Participate in team-based problem solving and contribute to process improvement initiatives.

+ Engage in cross-training to build broader operational knowledge and support team flexibility.

+ Adapt to workflow changes and shifting priorities while maintaining steady productivity.

+ Manage time effectively to meet daily metrics for quality, accuracy, and volume of work.

Essential Skills

+ High school diploma or equivalent.

+ At least 1 year of work experience.

+ Experience in financial services or annuities preferred.

+ Ability to work independently, stay focused, and consistently meet daily metrics in a fast-paced environment.

+ Strong attention to detail with the ability to navigate multiple administrative systems.

+ Effective verbal communication skills, including the ability to clearly explain processes to external and internal partners.

+ Effective written communication skills, including accurate and concise documentation.

+ Strong interpersonal skills and comfort collaborating with management and peers.

+ Demonstrated adaptability and willingness to learn new tasks and processes.

+ Proficiency in data entry with a high degree of accuracy.

+ Familiarity with Microsoft Excel.

+ Commitment to maintaining data integrity in all operational activities.

Additional

Skills & Qualifications

+ College degree preferred.

+ Military experience may be considered in lieu of a formal degree.

+ Background or interest in finance, insurance, or related operational functions.

+ Experience working with multiple systems and following structured procedures and job aids.

+ Comfort participating in process improvement efforts and team problem-solving discussions.

+ Ability to identify and escalate issues appropriately to ensure timely resolution.

Work Environment

Work is performed onsite at a corporate office location in West Des Moines. The role currently requires working on site, with potential consideration for a hybrid schedule of four days in the office and one day working from home, subject to ongoing discussions. The environment is fast-paced and metrics-driven, with a focus on productivity, quality, and accuracy. Team members use multiple administrative and operational systems, including Microsoft Excel and other internal platforms, and collaborate regularly with peers and management in a professional office setting.

Job Type & Location

This is a Contract position based out of West Des Moines, IA.

Pay and Benefits

The pay range for this position is $19.00 - $21.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:  - Medical, dental & vision
- Critical Illness, Accident, and Hospital  - 401(k) Retirement Plan
- Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and…