Operations Associate

• Deliver outstanding customer service to clients and internal stakeholders
• Handle the processing and administration of insurance policies and annuity contracts
• Verify accuracy and completeness of all required documentation
• Support policy renewals, endorsements, cancellations, and related tasks
• Maintain, organize, and update client information within the database
• Compile reports and evaluate data to assist in operational decision‑making

• Bachelor’s degree
• Strong organizational and time‑management capabilities
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint)
• Solid analytical and problem‑solving skills
• Excellent verbal and written communication skills, with strong interpersonal abilities

Medical, Dental, Vision, 401(k) match, PTO, legally required sick leave, and paid holidays