Annuity & Insurance Operations Service Associate Brokerage is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm We encourage our employees to act with integrity, while leading with exceptional ideas Brokerage can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture Our DNA, our culture and our history are rooted in serving our clients. Team Profile: The Annuity & Insurance Operations group within the Brokerage Service Network (MSSN) provides operational and customer service support to Brokerage financial advisors and branch employees The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures. Primary Responsibilities: -Establish and maintain effective relationships in order to deliver world class service to our clients. -Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services. -Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution. -Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. -Meet team and department service goals established by MSSN management. Skills required: -Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions -Excellent listening and written and verbal communication skills -Desire to learn the insurance operations business and invest time and experience to develop expertise -Ability to learn quickly and apply knowledge to new situations -Ability to establish and maintain positive client relationships -Ability to diagnose and solve problems creatively -Ability to recognize and diffuse potential issues and/or difficult interactions -Ability to multitask Nesco Resource offers a comprehensive benefits package for our associates, which includes a MEC (Minimum Essential Coverage) plan that encompasses Medical, Vision, Dental, 401K, and EAP (Employee Assistance Program) services. Nesco Resource provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Pay Range - $20.00- $21.33 In-person Interview Bachelors required Role will start onsite with training expected onsite. After training, there will be flexibility of 2 days remote/3 days in office each week. 1 round of interviews of Zoom Annuity & Insurance Operations Service Associate is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values by always keeping the client's interest first and giving back through investing in the future of our communities and our Firm. We encourage our employees to act with integrity, while leading with exceptional ideas. can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Our DNA, our culture and our history are rooted in serving our clients. Team Profile: The Annuity & Insurance Operations group within the Service Network (MSSN) provides operational and customer service support to financial advisors and branch employees. The team responds to a variety of inquiries related to insurance licensing, product training and education, order entry support, and insurance policy maintenance. The team is responsible for providing a high level of service in supporting a wide range of systems, policies, and procedures. Primary Responsibilities: -Establish and maintain effective relationships in order to deliver world class service to our clients. -Handle inquiries by phone and cases from financial advisors and branch employees related to Insurance Licensing, Order Desk, and Policy Services. -Utilize online resources and tools to provide information and resolve issues while following established guidelines for service quality and one-call resolution. -Follow established procedures to route processing requests to the appropriate processing teams and to escalate inquiries for further research. -Meet team and department service goals established by MSSN management. Skills required: -Minimum 2 years' experience with at least 6-12 months experience in a call center or with phone interactions -Excellent listening and written and verbal communication skills -Desire to learn the insurance operations business and invest time and experience to develop expertise -Ability to learn quickly and apply knowledge to new situations -Ability to establish and maintain positive client relationships -Ability to diagnose and solve problems creatively -Ability to recognize and diffuse potential issues and/or difficult interactions -Ability to multitask

Description Respond to and coordinate with clients/business areas in regarding returned mail inquiries Respond to internal and external inquiries and ensure maintenance of SLAs Work with clients or internal stakeholders as information is required or requested Support the reconciling of unclaimed assets as needed Work on assigned projects on an as needed basis to support Escheatment Operations Identify and escalate potential process anomalies to management in a timely manner Qualifications External Demonstrated experience identifying and addressing client needs: actively participating in discussions and meetings Support a positive environment by balancing workloads while meeting client expectations; providing candid, meaningful feedback in a timely manner; and keeping management informed of progress and issues. Ability to effectively present information and respond to questions from business areas, managers and clients. Strong interpersonal and communication skills with the ability to establish excellent working relationships with internal business areas and clients. Project management capabilities. Strong critical thinking, organizational, and problemsolving skills. Considerable technical skills, large data management processing, and MS Excel experience.

Position: IT Technical Project Manager/Business Analyst Client: State of Indiana. Location: Indianapolis - IN (Hybrid, 3 days onsite) Rate: $81.21/hr The IT Technical Project Manager/Business Analyst will manage and execute projects while also analyzing business processes to recommend and implement improvements. Vital Records project focused on improving productivity and documenting system enhancement for potential enhancements. The ideal candidate will have a strong background in both project management and business analysis, capable of driving projects to successful completion and optimizing business operations. Candidate will act as a key liaison between stakeholders and project teams, ensuring that business objectives are met with effective and efficient solutions. Candidate will spend a significant amount of their time with stakeholders providing technical leadership to ensure that business requirements are being identified and met in a timely manner. Candidate must have the capacity to learn and support a wide range of system functionality. The candidate must also be articulate, passionate about helping users, and be an enthusiastic self-starter who is comfortable working in a fast-paced environment with minimal supervision. Individual must be a team player willing to do what is needed to get the job done Essential Duties/ Job Responsibilities: ccountable for analyzing present-state, developing alternative future-state approaches and facilitating implementation. Lead and/or participate in requirements gathering and analysis sessions with clients to determine project requirements Guides and facilitates stakeholders in defining and documenting project scope, objectives, requirements, and deliverables Independently manages assigned projects to ensure outcomes match agreed upon customer expectations and outcomes. Troubleshoots technical issues and collaboratively with technical teams to identify and implement solutions. Coordinate with internal resources and other stakeholders for the flawless execution of projects. Manages relationship with vendor/service-providers and drives them to meet their commitments Exhibit excellent communication & interpersonal skills, and the ability to work and lead effectively in a team environment. Master's new technologies and deliver quality products within short time frames. Serve as the technical lead for assigned projects and tasks. Work collaboratively with others (e.g. colleagues, stakeholders, vendors) to drive timely completion of IT projects. Lead project team status meetings to ensure the project milestones are met and dependencies are tracked. Conduct detailed analysis of business processes, systems, and workflows to identify areas for improvement and automation. Perform post-implementation reviews to ensure goals were met and identify lessons learned. Manage the full lifecycle of complex IT projects and/or programs from initiation to closure, ensuring successful delivery within budget, scope, and schedule constraints. Monitor project progress and provide regular project status reports to stakeholders, including project health, risks, and issues. Manage project risks and issues, identifying and mitigating potential roadblocks and providing solutions to ensure successful outcomes. Manage project scope changes and ensure that they are documented, reviewed, and approved by stakeholders. Create, manage, and maintain the project schedule, from initial creation throughout entire project life cycle. Create and maintain all forms of project documentation and records. Collaborate with internal teams and stakeholders to ensure project success. Compile accurate and timely daily/weekly project status reports. Ensure IT systems and workflows are well-documented for future reference. Participate in QA and UAT planning and execution. bility to prioritize projects and address immediate technical needs as they arise. Desired Education and Experience Minimum of 5-7 years of experience in project management/business analysis or equivalent combination of education and experience. Strong understanding of project management methodologies is required Project management and coordination skills for leading and supporting multiple interdepartmental projects and initiatives Capable of providing gap analysis and needs assessments to uncover business needs. Experience building user stories and use cases Strong experience leading, facilitating and motivating teams for small to medium IT projects required Strong understanding and experience working with business units in achieving their goals required bility to identify business and information needs, uncovering areas for improvement, develop appropriate business solutions, while working closely with internal developers, business teams and/or vendors on developing and implementing solutions. bility to develop productive working relationships, communicate clearly, and collaborate with people across the organization; ability to manage projects to successful conclusion. Demonstrable experience in managing vendor relations and partnerships within the project lifecycle. Strong organizational, multi-tasking and time management skills required Strong verbal, written and interpersonal skills across all levels of the organization required Understanding of IT systems and processes, with the ability to communicate technical information to non-technical stakeholders. dvanced troubleshooting, critical thinking, analytical problem-solving, writing, and communication skills. bility to prioritize competing projects in order to propose effective alternatives to resolve end user concerns. Partners with the business to develop and transition plans, including ongoing success measures, to sustain the change. dvanced knowledge of project management practices and methodologies. Demonstrated ability to be flexible and adaptable to change, to move between projects easily and provide support/expertise where needed ssist with quality assurance procedures to ensure that requirements were met, or that specified changes were correctly implemented. bility to assist in the development of comprehensive test cases at the application and multi-application levels. Assisting with end-user testing responsibilities. Knowledge of different testing methods, test cases, test scripts, automated testing, and other aspects of testing Proven ability to self-manage and complete deliverables. Excellent time management, organization, and planning skills Must be well organized and detail oriented. Strong understanding of healthcare enterprise systems with the ability to understand and communicate from a business and technical perspective. Previous Experience working with a COTS based provider - Highly Desired Required / Desired Skills Skill Required / Desired Amount of Experience Project management/business analysis or equivalent combination of education and experience. Required 7Yrs. 7 Years Strong understanding of project management methodologies Required 5 Yrs 5 Years Strong understanding of healthcare enterprise systems with the ability to understand and communicate from a business and technical perspective Required 2 Yrs. 2 Years Project management and coordination skills for leading and supporting multiple interdepartmental projects and initiatives Required 5 Yrs 5 Years Capable of providing gap analysis and needs assessments to uncover business needs. Required 5 Yrs 5 Years Experience building user stories and use cases Required 5 Yrs. 5 Years Strong experience leading, facilitating and motivating teams for small to medium IT projects Required 5 Yrs. 5 Years Strong understanding and experience working with business units in achieving their goals Required 5 Yrs 5 Years Ability to identify business and information needs, uncovering areas for improvement, develop appropriate business solutions Required 5 Yrs. 5 Years Demonstrable experience in managing vendor relations and partnerships within the project lifecycle Required 5 Yrs 5 Years Understanding of IT systems and processes, with the ability to communicate technical information to non-technical stakeholders Required 5 Yrs. 5 Years dvanced troubleshooting, critical thinking, analytical problem-solving, writing, and communication skills Required 5 Yrs 5 Years Partners with the business to develop and transition plans, including ongoing success measures, to sustain the change Required 5 Yrs 5 Years ssist with quality assurance procedures to ensure that requirements were met, or that specified changes were correctly implemented. Required 5 Yrs 5 Years Ability to assist in the development of comprehensive test cases at the application and multi-application levels. Assisting with end-user testing re Required 5 Yrs 5 Years Knowledge of different testing methods, test cases, test scripts, automated testing, and other aspects of testing Required 5 Yrs. 5 Years Previous Experience working with a COTS based provider Highly desired

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Business Analyst Jobs in Riverton, UT

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