Customer Operations Specialist (Hybrid) (Minneapolis, MN)

| Minneapolis–Saint Paul, MN
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Position Summary:

The Customer Operations Specialist is the liaison between the New Business and Underwriting Team at Securian and Independent Distribution and the primary contact for Independent Distribution support. The position will provide proactive and interactive coordination of Individual Life new business cases from the point of submission to final issuance of the case. This position will also facilitate securing the placement of the business as quickly and as efficiently as possible to ensure that Securian is a partner of choice within the respective Independent Distribution partners.

Responsibilities include but not limited to:
  • Case Management - Proactively manages pending, active cases through the Life New Business issuance cycle. Coordinates via phone calls and emails with internal/external partners and vendors to secure timely and necessary information for underwriting and placement of cases.
  • Relationship Management - Provides excellent customer service and drives toward providing solutions to ensure Securian is a partner of choice for Independent Distribution channel clients.
  • Innovative Solutions - Identifies and collaborates on process improvements to enhance the customer experience.

  • Excellent verbal and written communication
  • Self-starter with the confidence and ability to take initiative and seek out assistance when necessary
  • Ability to confront problem situations and deliver difficult messages.
  • Strong interpersonal skills, collaboration, and communication skills to maintain positive relationships with internal and external partners.
  • Organizational and planning skills with a high degree of flexibility to adapt to changing priorities in a fast-paced, service-orientated environment.
  • Excellent presentation skills to provide clear, persuasive verbal or virtual presentations as needed with the Independent Distribution channels. Minimal travel to firms for these presentations.
  • Research, analytical, problem solving, and decision making skills to evaluate procedures and recommend changes.

#LI-Hybrid **This position will be in a hybrid working arrangement**

Physical Job Requirements:
  • Ability to utilize keyboard, mouse and computer for up to 8 hours per day
  • Ability to work at least 40 hours per week
  • Ability to utilize telephone for 1-4 hours per day
  • Ability to perform grasping tasks (examples: handwriting, grasping of equipment/machines, paper manipulation, sorting, folding, handling stacks of paper)

The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of jobs.

New hire associates, regardless of work location or job responsibilities, must be vaccinated before beginning employment; exceptions considered for medical or religious reasons provided alternative reasonable accommodations do not create an undue hardship on the business.

Securian Financial has been around for 140 years. We're committed to giving back to our community, donating 15,000 employee volunteer hours this past year. We also provide extensive resources to our employees for professional development and growth and a number of diverse professional and social opportunities throughout the company. There's a reason our employees have voted us as a best place to work year after year! In addition:
  • Generous paid time off. We want you to take time off for whatever matters most to you!
  • Tuition reimbursement program. We value continuous learning at Securian!
  • Company-funded pension plan as well as 401K retirement plan - great resources to secure your financial future.
  • Continuous opportunities for new challenges.
  • Variety of health plan options as well as dental and vision plans.
  • Paid maternity/paternity leaves.

Securian Financial Group, Inc. does not discriminate based on race, color, creed, religion, national origin, sex, gender identity, sexual orientation, age, marital or familial status, pregnancy, disability, genetic information, political affiliation, veteran status, status in regard to public assistance, status in a local human rights commission, or any other status or condition protected by local, state or federal law. If you are a job seeker with a disability and require an accommodation to apply for one of our jobs, please contact us by telephone 651-665-5522 (voice), 711 (telecommunications relay), or by email at [email protected]

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More Information on Securian Financial
Securian Financial operates in the Financial Services industry. The company is located in St. Paul, MN. Securian Financial was founded in 1880. It has 5001 total employees. It offers perks and benefits such as Flexible Spending Account (FSA), Dental Benefits, Vision Benefits, Health Insurance Benefits, Life Insurance and 401(K). To see all 48 open jobs at Securian Financial, click here.
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