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Crestline Investors, Inc.
Fort Worth, TX, United States
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fu
Job Source: Crestline Investors, Inc.BCG Attorney Search
Southlake, TX, United States
Southlake office of a BCG Attorney Search Top Ranked Law Firm seeks insurance associate attorney with 2+ years of experience with a focus on complex insurance coverage work and litigation involving either first-party or third-party disputes. Company info BCG Attorney Search 10777 Westheimer, Suite 1100 Houston Texas United States 77042 Phone : (71
Job Source: BCG Attorney SearchThe Broadmoor House
Fort Worth, TX, United States
Join an exciting and growing team of high-performing young professionals and experienced leaders! The Marketing Operations Associate position is responsible for supporting key functions of The Broadmoor House LLC and its affiliated entities across multiple platforms and areas of operation with research/shopping, content creation, collaborations su
Job Source: The Broadmoor HouseFort Worth Zoo
Fort Worth, TX, United States
Fort Worth Zoo, 1989 Colonial Pkwy, Fort Worth, Texas, United States of America Req #734 Tuesday, April 30, 2024 Facility Operations Associate Must be 16 years old or older to apply Starting Pay Rate $13.50 Zoo perks include free admission to the Zoo, eight complimentary tickets per year to give to friends and family and discounts on food, merchan
Job Source: Fort Worth ZooJCPenney
Fort Worth
Operations Associate - Ridgmar Mall Location:Fort Worth, TX, United States (cp.com/jobs/location/191166/fort-worth-tx-united-states) -Ridgmar Mall 1900 Green Oaks Rd Job ID:1097633 Store Hourly Positions Job Type:Part-Time Date Updated:May 20, 2024 General Description TheOperations Associate’srole is to create an outstanding customer experience by
Job Source: JCPenneyRTX Corporation
Haltom City, TX, United States
RTX Corporation Associate Director, Site Operations Haltom City , Texas Apply Now Position Role Type: Onsite Collins Aerospace is looking to hire an Associate Director, Site Operations lead our Military Landing Gear manufacturing team in Haltom City, TX. We are looking for a proven operations professional with strong abilities in lead
Job Source: RTX CorporationSpero Technology
Fort Worth, TX, United States
What You'll Do This person has direct responsibility for the Production administration of all application scheduling, output distribution, report creation, DDS Profile Maintenance along with the testing of new file transmissions with exchanges and members. This position also has the responsibility of supporting Applications Development, Testing, M
Job Source: Spero TechnologyJCPenney
Arlington
Operations Associate - The Parks Mall Location:Arlington, TX, United States (cp.com/jobs/location/191391/arlington-tx-united-states) -The Parks Mall 3851 S Cooper St Job ID:1097560 Store Hourly Positions Job Type:Part-Time Date Updated:May 20, 2024 General Description TheOperations Associate’srole is to create an outstanding customer experience by
Job Source: JCPenneyFort Worth, TX, United States
We are seeking an experienced Insurance Operations Associate to support our growing Annuity portfolio at CL Life and Annuity Insurance Company. Successful candidates will be experienced leaders in the annuity industry with expertise in new business, inforce, contracting/licensing and commission administration. The candidate must demonstrate an ability to quickly assume responsibilities and a high level of analytical aptitude. Functions include day-to-day management and oversight of TPA, support of both discretionary and production related projects, suitability reviews and reporting.
The position will be based in Des Moines, Iowa or at Crestline Investor's headquarters in Fort Worth, Texas.
Duties and Responsibilities
Understand key operational flows, controls and compliance requirements that would improve our agent, IMO, and client experience. Provide analysis and recommend process changes to management team.
Ensure New Business process is running smoothly through liaison with Third Party Administrators and software vendors. Project manage any product enhancements through vendors.
Facilitate and lead meetings with our strategic partners to discuss current issues and future initiatives directly impacting the service provided; provide feedback regarding operations inefficiencies and technological deficiencies.
Act as subject matter expert in projects, and process improvement initiatives.
Handling of exceptions, escalations, and complicated technical or complaint cases while weighing company philosophy, compliance, business risks, tax, regulatory ramifications, and administrative costs.
Provide external education and training support to key distribution partners on commonly asked questions, areas of high Not In Good Order (NIGO) or areas where improved knowledge and understanding of business practices can help create a more mutually successful relationship.
Oversee Agent Contracting process with a sound understanding of producer contracting and licensing.
Educate agents on commission payment process, including commission calculations, schedules, and statement information as well as payment amounts and options.
Evaluate and review suitability documentation for validity and completeness. Gather additional information and provide analysis, extensively document decisions and actions, and evaluate and complete information for final suitability recommendation.
Strong organizational skills and ability to manage multiple types of tasks at once, while effectively prioritizing importance.
Education & Experience
Bachelor’s Degree preferred or equivalent work experience preferred.
5-7 years of relevant experience in Insurance industry preferred.
Minimum 5 years of operations experience preferred.
Working knowledge of insurance products and processes, particularly around Licensing, Contracting or Commissions.
Knowledge of annuity administration systems and procedures.
Experience with insurance administration and TPA infrastructure/management.
Excellent verbal and written communication skills with advanced organizational skills and ability to focus on appropriate details.
Strong customer relationship management and servicing skills, as well as internal corporate relationship management capabilities.
Self-motivator and ability to work efficiently and independently.
Efficiently navigate multiple systems, particularly Microsoft Word, Excel and Outlook.
Ability to work periodic overtime, sometimes with relatively short notice.
In addition, due to the financial nature and level of accountability of this position, a credit and criminal background check is required.
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Insurance Operations Associate jobs in Fort Worth, TX, United States
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