Adobe Acrobat, Analysis Skills, Annuities, Coaching, Contract Review, Detail Oriented, Fax Machines, Maintain Compliance, Microsoft Office, Microsoft Product Family, Operational Support, Organizational Skills, Prepare Correspondence, Record Keeping, Telephone Skills, Time Management, VPN (Virtual Private Network), Work From Home
Location: Jersey City, NJ, Hybrid (Remote Monday and Friday; Onsite Tuesday Thursday). 3 days a week must be in the office.
Duration: 6-Month Contract
Must-Have Skills:
" Strong organizational skills
" Familiarity with Microsoft Office Suite
" Ability to work remotely using VPN
" Basic familiarity with Microsoft tools
" Ability to pivot quickly and maintain focus on repetitive tasks
" Attention to detail and punctuality
Overview:
The Service Analyst I will support Institutional Annuities operations by ensuring accuracy, compliance, and timely execution of service tasks. This role is ideal for individuals who are organized, detail-oriented, and comfortable working independently in a fast-paced environment. No prior experience is required training and coaching will be provided.
Key Responsibilities:
" Sort and organize incoming mail, faxes, emails, and OneDrive files; assign to appropriate teams
" Index PDF documents into Global Search to maintain up-to-date records
" Review participant contract data for accuracy and completeness
" Prepare and send correspondence to contract participants
" Assign inbound correspondence to service representatives
" Monitor and track response timelines, ensuring timely follow-up
" Maintain accurate records in workflow systems and participant files
" Review forms and documents for compliance
" Process routine non-financial account activities
" Provide clear explanations of basic functional information to participants and colleagues
" Answer participant phone inquiries with clarity and professionalism
" Assist with locating missing participants and uncashed checks, including obituary searches
" Help employees locate tax forms when needed
Preferred Qualifications:
" Associate s or Bachelor s degree preferred, or equivalent experience
" No prior experience required on-the-job training provided. Corporate experience a plus.
" ChatGPT familiarity
Interview Process:
" Initial phone interview with hiring manager
" Follow-up in-person interview
Team & Culture:
" Supportive and structured environment
" Client on independence, reliability, and professionalisme
eTeam Inc.
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