Skills

Communication Salesforce Problem-solving Customer Service

Job Specifications

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.

About the Company

ECLARO is an award-winning professional services firm headquartered in New York City and operating in the U.S., Canada and the Philippines. We deliver best-in-class talent solutions through strategic staffing, custom outsourcing & offshoring, and permanent placement for global clients ranging from innovative start-ups to Fortune 50 companies. Every client experience is bespoke, never one size fits all. Our passion is building long-term relationships, collaborating on creative solutions and solving unique challenges by provi... Know more