Operations Workflow Specialist

Posted Yesterday
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2 Locations
In-Office
Mid level
Insurance
The Role
The Operations Workflow Specialist handles work orders from internal departments, performs corrective actions, analyzes data, and ensures excellent customer service while maintaining operational standards.
Summary Generated by Built In
The Operations Workflow Specialist will be tasked with a variety of duties and responsibilities as driven by work orders from internal departments and/or division partners. Position requires detailed knowledge of operation processes in a variety of risk management products. The Specialist will demonstrate expert knowledge of concepts, practices, and procedures to resolve work order requests in a fast-paced, deadline-driven environment while meeting and exceeding quality, quantity, and service level standards. Work order requests will include execution of corrective actions, short-term service projects, and staffing supplement for peak volumes/holidays. The Operations Workflow Specialist will deliver excellent customer service for clients by maintaining consistently high standards and modeling a passion for service.

*Job Duties and Responsibilities:

Contributes to the plan of actions and assists in its execution to completion

  • Proficiency in performing operation processes.
    • Corrective actions to address client servicing opportunities or risks related to the risk management products
    • Exception-based reviews of notices, certificates, premium, images, and client requests and processes
    • Interpret and accurately update insurance policies to loans
    • Gathers, interprets, and uses complex data to develop actionable steps 
    • Handle incoming and outbound calls professionally, according to procedures and exceptions

Collects, analyzes, and synthesizes amounts of diverse information, typically dealing with strict deadlines

  • Analyzing in detail to discover the process, breaking them down to gain the understanding of why and how something occurred. 
  • Using data discovered and creating a new process, writing the new process for procedures, and following it through.

Identified project requirements by interviewing requestor and subject matter experts

  • Own, as needed the review process of request for Work Orders, developing the work order form, interviewing the requestor and SME’s.
  • Write the guidelines to be followed for expectations of the work.
  • Review and train others to follow through with execution seeing it through to the end.

Makes recommendations for process or procedure changes and/or recommendation for recurrence prevention

  • During discoveries and while working all work orders must be engrossed in all details to alert management of process or procedure changes that should take place. 

*Qualifications (Education, Experience, Certifications & KSA):

  • High School Diploma or GED required
  • 3 – 4 years related experience

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.
#LI-SJ1
#LI-Onsite

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.
All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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Top Skills

Data Analysis
Insurance Policies
Risk Management Products
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The Company
HQ: Carmel, IN
1,001 Employees

What We Do

Allied Solutions uses technology based products and services to meet the insurance, lending and marketing needs of more than 4,000 financial institutions in North America. Dedicated to helping their clients grow, protect and evolve their business, Allied Solutions maintains several regional offices and service centers around the country and is a subsidiary of Securian Financial Group, Inc. #FinancialServices #EnhanceRevenue #ExpandLending #ManageRisk #ImproveMarketShare #EngageEmployees #AlliedInsights #FindYourPassion #BlueCulture

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