Operations Support

Job Title: Operations SupportLocation: NYC, NY (Hybrid)Duration: 6 MonthsJob Description:Role OverviewThe Operations Support role is a full-time position within the Business Solutions Department (BSD), Group Employee Benefits products (Group Term Life, Short Term Disability, Long-Term Disability). 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.Must have’sProficiency in Microsoft Office (especially Excel) and SharePointDetail oriented, work independently, but is proactive with questions and collaborate with others to solve problems.Worked in an office environment (preferred)Deal BreakersOverqualified candidates (e.g., MBA holders)Key ResponsibilitiesSupport daily operations using Microsoft Office Suite and SalesforceManage and track Request for Proposals (RFPs) for Underwriting teamsVerify agent licensing and complianceFollow up on missing paperwork and ensure complete submissionsCoordinate installation paperwork with servicing centersRespond to agent inquiries via business email inboxDeliver exceptional customer service across teams and partnersAssist with special projects and meet time-sensitive deadlinesQualificationsAssociate’s or Bachelor’s degree (or equivalent service experience)Experience in Life Insurance or Financial Services preferredProficiency in Microsoft Office (especially Excel) and SharePointFamiliarity with Salesforce and web-based tracking toolsStrong written and verbal communication skillsDetail-oriented, organized, and able to multitask effectivelyHigh sense of urgency and proactive problem-solving mindsetAbility to work independently while collaborating with othersTeam & CultureDepartment: Worksite – Product and OperationsCollaborative and service-minded team environmentEmphasis on accuracy, timeliness, and efficiencyCommunication primarily via email and Microsoft TeamsPreferred BackgroundsCandidates from insurance, banking, or finance, industries