Business Operations Representative Senior | Hybrid
Allianz
Hiring Manager: Robyn Kemp
Recruiter: Rachel Steele – Rachel.Steele@allianzlife.com | Please email me after you have applied with an attachment of your resume.
Pay Band: 4
Employee Referral Information:
Employee Referrals should be sent via E-mail to the recruiter who is responsible for filling the position. Make sure to include the job title, job code and the referral's resume. Referrals must be position-specific or no referral award will be given.
Internal Background Check Information:
Allianz Life requires a criminal background check and credit check on employees applying for a position requiring securities registrations, officer level and above positions, and positions included in the Allianz Group Fit and Proper Policy.
Responsible for effectively and independently managing requests and inquiries from FMOs (Field Marketing Organizations), Financial Professionals and/or policyholders by accurately applying knowledge of Allianz's business, products, customers, and operations. Processes requests generated via web, Distribution or Contact Center, including but not limited to, beneficiary change, address change, money disbursement, death claim, inforce illustrations, and licensing and contracting requests. Individuals in this role may also process financial professional and FMO commissions.
In addition to serving external customers, you will also collaborate with various internal stakeholders to ensure a seamless customer experience. Adherence to established guidelines, policies, and procedures is crucial in delivering consistent and high-quality service. Meeting or exceeding all benchmarks related to customer service metrics, productivity, and quality is paramount in this role.
As a Business Operations Representative Senior, you will also be an informal team leader, helping to onboard, train and mentor new team members, as well as work on cross-functional projects.
What you do:
- Serve as the primary relationship coordinator for Mega Office partners, ensuring service requests, issues, and account-related needs are routed appropriately, addressed promptly, and resolved with a high degree of accountability.
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