Job Purpose

The Operations Associate I processes standard client and producer transactions and ensures all information is in “good order” for processing.

Essential Job Duties & Responsibilities

• Processes standard transactions using documented procedures and multiple software applications.
• Identifies and escalates issues for resolution when necessary.
• Communicates with internal associates and external customers or agents regarding outstanding requirements.
• Documents status of transactions and contacts received and initiated.

Other Duties

• Must meet departmental production and quality standards related to product or level. (i.e. case/transaction handling time, gain/loss transactions, adherence to documentation/verification standards, etc.)
• Other duties as assigned.

Knowledge, Skills & Abilities

• Ability to learn and understand basic life and annuity product information.
• Basic understanding of financial implications arising from processing errors.
• Ability to read and carry out detailed written procedures.
• Good verbal and written communication skills to interact professionally with coworkers, management and external customers.
• Ability to communicate company processing requirements and procedures.
• Ability to navigate and utilize multiple software and mainframe computer applications.
• Ability to type 35 words per minute.
• Ability to work independently and in a team environment.
• Ability to effectively manage the demands of a high volume, imaged based work environment.

Education and Experience Required

• High School diploma or equivalent (G.E.D.).
• 0-1 year work experience.

We don't just accept difference - we celebrate it, we support it, and we thrive on it for the benefit of our employees, our products and our community. Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

Jackson is committed to helping clarify the complexity of retirement planning. Our range of annuity products, financial know-how, history of *award-winning service, and streamlined experiences strive to reduce the confusion that complicates retirement plans.

We dedicate our time, money, and resources to strengthening financial literacy, striving to make sure every American has access to the resources they need to master their money and their future.

Interested in becoming one of our associates? We develop and celebrate talent in many areas, from sales and marketing to consulting and compliance. We know that diversity and inclusion make us all stronger together. Learn more at jackson.com/careers.

Jackson® is the marketing name for Jackson Financial Inc., Jackson National Life Insurance Company® (Home Office: Lansing, Michigan), and Jackson National Life Insurance Company of New York® (Home Office: Purchase, New York).

*SQM (Service Quality Measurement Group) Call Center Awards Program for 2004 and 2006-2022. (Criteria used for Call Center World Class FCR Certification is 80% or higher of customers getting their contact resolved on the first call to the call center (FCR) for 3 consecutive months or more.)