Location: Louisville, KY
Company: DPL Financial Partners
insurance products and proprietary technology and more firms join each day. What you will be doing: We are currently seeking a detail-oriented and organized individual to join our team as a New Business Specialist, also known as an Operations Analyst. In this role, you will be responsible for accurately processing and managing applications in a timely manner, ensuring all required documentation is complete and compliant with company policies and procedures.
Your excellent analytical skills and attention to detail will contribute to the smooth operation of our application processing system. Essential Duties and Responsibilities: Prepare and process annuity applications with a focus on
accuracy and timeliness. Maintain data integrity by ensuring all documentation is complete and accurate. Coordinate new business requirements by communicating with advisors, clients, third parties, and case managers via email and phone.
Collaborate with internal and external partners to gather and provide information to support operations functions. Proactively review new business policies and follow through on commitments. Performs other duties as assigned. Qualifications: Self-starter with the ability to work within a team environment. Strong attention to detail and ability to multitask. Excellent analytical skills to review documents and make informed decisions. Effective written and
verbal communication skills. Working knowledge of Microsoft Office, particularly Word and Excel.
Preferred Qualifications: Bachelor's degree from an accredited college or university. Experience using Salesforce. Familiarity with e-application platforms such as Firelight. Background in the insurance sector or experience with RIAs, preferably in Operations Processing or Customer Service. What we offer Apart from our fun, laid-back work environment, our employees enjoy the following benefits: Company-paid licenses. Mentoring and growth opportunities Competitive base salary + bonus Health, dental, and vision insurance that starts on day 1 401(k) with company matching.
3 weeks paid time off. Location: Louisville, KY (On-site) To learn more about DPL Financial Partners, visit us at . Job Posted by Applicant Pro
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