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Operations servicing specialist job description

Updated March 14, 2024
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Example operations servicing specialist requirements on a job description

Operations servicing specialist requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in operations servicing specialist job postings.
Sample operations servicing specialist requirements
  • Bachelor's degree in Business Administration, Operations Management or related field
  • Minimum of 3 years of experience in operations management or related field
  • Proven track record of improving operational efficiency and reducing costs
  • Familiarity with project management methodologies and tools
  • Proficient in Microsoft Office Suite
Sample required operations servicing specialist soft skills
  • Excellent communication and interpersonal skills
  • Strong analytical and problem-solving skills
  • Ability to work independently and as part of a team
  • Attention to detail and accuracy
  • Ability to prioritize and multitask in a fast-paced environment

Operations servicing specialist job description example 1

Zurich operations servicing specialist job description

Zurich North America is currently hiring Underwriting Services Specialist II to join the Operations Services Department. As an Underwriting Services Specialist II you will support the Processing Services Producer Appointment & Licensing or the Policy Services team. You will work closely with our Agents, Agencies, experienced Underwriters and Underwriting Associates to provide advanced processing support for moderately complex business transactions. This is a great opportunity to step into the field of Underwriting and grow your career!

This position is a hybrid of remote work and in office activity designed to meet the need of the selected candidate and Zurich North America.

The candidate selected for this opportunity should be able to report to the North American office located in Schaumburg, IL.
In this position you will be responsible for:
Accesses various systems to input data and compiles information and reports for internal and external customers. Interacts with Zurich staff to obtain and provide necessary information in order to resolve issues and provide timely, accurate service to attract and retain profitable business. May act as a subject matter expert and may train new technicians to the department. Communicates directly with market facing roles to obtain information necessary to complete work. May act as subject matter expert/cross skill resource. Processes all work within department standards and can articulate key compliance impacts (e. g. rate effective and form edition dates). Enters or retrieves information and inputs non-routine entries and transactions.
Basic Qualifications:
High School Diploma or Equivalent and 1 or more years of experience in Customer Service or Transactional Operations area
OR
Zurich Certified Insurance Apprentice including an Associate Degree and No prior experience required in the Clerical Support or Data Entry area

Preferred Qualifications:
Excellent customer service skills Strong verbal and written communication skills Detail oriented Ability to produce a quality work product with detail and accuracy Advanced data entry skills Office/administrative skills Experience working with quality and production measurements Problem Solving Skills Ability to prioritize Ability to multi-task and adapt in a fast pace work environment

As a condition of employment at Zurich, employees must adhere to our COVID-related health and safety protocols ( ), including, without limitation, a requirement that employees attest as to their vaccination status with a YES/NO, and upload proof of vaccination status, or a negative COVID test result when applicable, to a third-party vendor. These protocols are continuously re-evaluated and the requirements may change at any time.

A future with Zurich. What can go right when you apply at Zurich?

Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more.

As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet

Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission.

Location(s): AM - Schaumburg
Remote Working: Hybrid
Schedule: Full Time

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Operations servicing specialist job description example 2

Northwestern Medicine operations servicing specialist job description

The Operator Services Specialist reflects the mission, vision, and values of NM, adheres to the organization's Code of Ethics and Corporate Compliance Program, and complies with all relevant policies, procedures, guidelines and all other regulatory and accreditation standards.
Responsibilities:

Politely and promptly answers and appropriately triages telephone calls in an efficient, professional manner. In accordance with telephone standards, provide exceptional customer service to callers in order to establish a positive first impression of Northwestern Medicine, while maintaining call center performance metrics

Using diplomacy and discretion, appropriately triage telephone requests for medical services and contact with caregivers to determine the level of urgency/acuity and the appropriate resolution to the request.

In accordance with guidelines by the Emergency Management Committee - dispatch emergency first responders, using established logarithms where available and appropriate, or by way of critical judgment, based on the clinical or other conditions described by personnel at the scene of clinical or environmental emergencies or disasters, such as Bioterrorism or Operation Triage events.

Serve as liaison to physicians in support of specialist care to inpatients by providing accurate patient identification/demographics, in accordance with established response time standards.

In support of Hospital safety and JCAHO Life Safety standards, monitor, test, and assess the readiness of a) emergency hotlines, b) telephone systems, c) public address, in-house, Code and WAN paging.

Be knowledgeable of and uses a variety of resources, including but not limited to on-call schedules, directories, patient census lists, NM Intranet, websites.

Provide support for the NM answering service as needed. This will require the operators to triage patient calls outside of physician office hours and determine appropriate action based upon answering service protocols.

Other duties as assigned.

Communication and Collaboration:Develop and maintain fluency in medical terminology and a broad understanding of services and programs available to NM customers.

Interacts with management, co-workers, patients, other NM departments in such manner that communications transactions are accomplished in accordance with NMHC and departmental policy and in keeping with the Patients First and Core Values.

Technology:Maintain the integrity of the database by entering and updating reference items and communicating the need for content or procedural changes to departmental manuals, as daily interaction with physicians, Hospital staff, and others brings it to our attention.

Efficiency, Process Improvement, and Business Growth:Develop and maintain current knowledge of NMHC and departmental policy, procedure and services, attendance at staff meetings, and daily review of electronic and other correspondence, to ensure that our patients, families and others receive accurate and timely information.

Document all transactions and submit them in accordance with departmental schedules, including but not limited to Emergency Reports, Critical Incident Reviews, Daily Shift Logs, Daily Operating Reports, Fire Control system availability logs, long distance tracking spreadsheets.

AA/EOE
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Operations servicing specialist job description example 3

Assurant operations servicing specialist job description

This is an onsite position and not eligible to work remotely.

This job is responsible for processing and researching loan items to include processing checks and performing monetary transactions. Also responsible for corresponding with customers, clients and agents via phone and email. Schedule for this team is Monday - Friday 8:00am to 5:00pm EST.

Primary duties of Shared Services Positions include:

Responsible for performing job requirements including processing checks, payments, maintenance, basic analysis or research.May perform monetary functional transactions such as posting deposits to client servicing system, processing premium payments, updating insurance data, balancing and sending wire disbursements, or transmitting stop pay requests directly to financial institution bank accounts.Responsible for performing analysis on and resolving issues related to disbursements through review of system transactions, checks, reports, phone or written inquiries.Uses computerized system for tracking, information gathering and / or trouble shooting the items raised by the client / insurance company / customer.May work in multi-functional areas with multiple clients

Department-Specific Duties

Job duties may vary based on Shared Services department of assignment. Shared Services Specialist would be responsible for the primary duties listed above along with their specific duties by function, and they are:

SMBR/Check Recon
Provides high level of accuracy in check handling Maintain secure check handling environment

Education
High School diploma or GED

Knowledge and Skills
1 year basic data entry experience Intermediate computer skills, (ability to create, edit, and analyze spreadsheets and emails.

Preferred Experience:
Minimum of 3 years customer service, banking, finance, mortgage lending or related experience

Helping People Thrive in a Connected World We work with the world's top brands to make smart devices simpler. Vehicles last longer. Homes more secure. Problems easier to solve. And we volunteer in communities all over the globe to help the world become a greener, better place. We come from a variety of countries, cultures and backgrounds. But we're united by our enduring values of common sense, common decency, uncommon thinking and uncommon results. So connect with us. Bring us your best work and your brightest ideas. And we'll bring you a place where you can thrive.
Learn more at jobs.assurant.com.

For U.S. benefit information, visit myassurantbenefits.com. For benefit information outside the U.S., please speak with your recruiter.

Our Culture DefinedOur unique culture is a big reason why talented people choose Assurant and why they tend to stay. Although we have a wide variety of skills and experiences, we share common characteristics that are uniquely Assurant. A passion for service. An ability to innovate in practical ways. And a willingness to take chances. We believe that staying on top doesn't mean sacrificing our values. We believe clarity of vision and a sense of purpose will carry us forward. And we take charge of our own success. We call it The Assurant Way.

Company OverviewAssurant is a leading global business services company that supports, protects and connects major consumer purchases. A Fortune 500 company with a presence in 21 countries, Assurant supports the advancement of the connected world by partnering with the world's leading brands to develop innovative solutions and deliver an enhanced customer experience through mobile device solutions, extended service contracts, vehicle protection services, renters insurance, lender-placed insurance products and other specialty products.

Equal Opportunity StatementAssurant is an Equal Employment Opportunity employer and does not use or consider race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or any other characteristic protected by federal, state or local law in employment decisions.
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Updated March 14, 2024

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.