Job Summary
One of our clients is seeking a CW Analyst – Insurance Operations to support its financial counseling and insurance services operations. This role will be responsible for processing applications, coordinating with third-party insurance carriers, performing quality reviews, maintaining data accuracy, and supporting day-to-day operational activities.
The ideal candidate will have strong analytical and problem-solving skills, excellent attention to detail, strong communication abilities, and the ability to manage multiple priorities in a fast-paced, team-oriented environment.

Key Responsibilities
Prepare and review new insurance applications and related documentation as requested by the business.
Coordinate with third-party insurance carriers to ensure accurate and timely implementation.
Process team-specific operational tasks and maintain accurate records.
Perform quality reviews of completed work to ensure data accuracy and compliance with established procedures.
Work across multiple systems and platforms to complete operational activities.
Collaborate with internal teams and external third parties to identify and resolve ongoing issues.
Support special projects and other operational initiatives as assigned.
Apply sound business judgment to identify unusual or potentially suspicious activities and escalate issues appropriately.
Follow all applicable policies and procedures related to quality, client service, information security, and compliance.
Maintain a high level of accuracy while managing multiple priorities and deadlines.

Required Qualifications
Bachelor’s degree required.
Working knowledge of Microsoft Word, Windows, PowerPoint, and Outlook.
Strong analytical and problem-solving skills.
Excellent attention to detail and sound judgment.
Strong written and verbal communication skills.
Ability to collaborate effectively with all levels of an organization and with third-party partners.
Ability to work effectively under pressure in a fast-paced team environment.
Self-motivated with strong organizational and time-management skills.
Ability to multitask and prioritize competing responsibilities.
Strong commitment to accuracy, quality, and client service.

Preferred Qualifications
Advanced knowledge of Microsoft Excel.
Experience in financial services, insurance operations, banking, wealth management, or a related business environment.
Experience working with applications, operational processes, data validation, or third-party service providers.
Experience identifying discrepancies and resolving operational issues.

Operations Analyst

Similar Analytics Jobs