Operations Support Consultant

Summary:

• Location: New York, NY
• Duration: 6 Months

Responsibilities:

• Support agent enrollments by preparing coverage summary sheets and building online enrollment plans and voluntary benefits calculators for voluntary groups.
• Provide operational support to internal teams and external business partners, delivering a high level of customer service, ensuring service standards and deadlines are met.
• Prepare and maintain monthly operational reports, including current and closed block metrics, pending premium reports, and other key performance indicators.
• Develop and maintain tracking tools, reconciliations, and reports to support Operations Management oversight.
• Monitor service activities, track deliverables, identify trends, and support operational efficiencies.
• Assist with quality assurance activities to promote accuracy, consistency, and adherence to established procedures.
• Assist with the development and ongoing maintenance of an Employee Benefits (EB) Operations Playbook to document key processes, procedures, and servicing guidelines.
• Maintain the inventory of operational forms, reports, and reference materials, coordinating updates as needed.
• Identify opportunities to streamline workflows, improve tracking capabilities, and enhance operational effectiveness incorporating AI tools.
• Participate in special projects and operational initiatives as assigned, ensuring timely completion of deliverables.

Requirements:

• Associate's or bachelor's degree preferred; equivalent relevant work experience may be considered.
• Strong analytical and problem-solving skills with attention to detail.
• Intermediate to advanced Microsoft Excel proficiency, including experience with VLOOKUP, pivot tables, and data tracking and reporting.
• Ability to organize, analyze, and maintain accurate operational data.
• Proficiency with Microsoft Office applications and willingness to learn new systems and technologies, including AI tools.
• Strong written and verbal communication skills.
• Effective interpersonal skills with a collaborative, service-oriented approach.
• Demonstrated organizational, time-management, and follow-up skills.
• Ability to prioritize competing demands and manage multiple assignments simultaneously.
• Strong work ethic, accountability, and commitment to accuracy and quality.
• Ability to work independently while contributing effectively in a team environment.
• Demonstrated initiative and willingness to learn, adapt, and identify opportunities for continuous improvement.
• Ability to operate with a sense of urgency and meet time-sensitive deadlines.

Preferred Skills:

• Experience in life insurance, employee benefits, or financial services industry is a plus.
• Experience with Salesforce or similar customer relationship management (CRM) systems is a plus.
• Familiarity with artificial intelligence (AI) tools and their application to business processes is required.