ABS Operations Specialist

ESSENTIAL DUTIES & RESPONSIBILITIES

• Populate and maintain client database
• Recognize and report errors and omissions on applications and suitability documents.
• Organize and maintain active client files.
• Record and report daily sales activity accurately.
• Interact with both agents and clients to impart product knowledge and provide general support.
• Act as a liaison between the insurance carriers, agents and broker dealers.
• Create reports using Excel.
• Process incoming and outgoing mail.
• Maintain inventory of office supplies.
• Attend offsite training workshops and other functions related to the operations of the agency, on a periodic basis.
• Perform other responsibilities as needed.

SKILLS, EDUCATION, & EXPERIENCE

• High school diploma or GED required; Associate's degree or higher preferred or equivalent work experience.
• NY Life and Health Insurance License or the ability to obtain within six (6) months of employment.
• 1+ years of experience working in insurance, investment or retail banking.
• Excellent administrative, organizational, and follow-up skills along with strong attention to detail.
• Stellar customer service skills.
• Must be able to work as part of a team.
• Proficient in Microsoft Word and Excel.
• Ability to learn new software/technology with ease.

Visa sponsorship not available.

We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.