DE031918 - Insurance Operations Analyst

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.

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