Operations Specialist I
📋 Role Overview & Responsibilities
Forrest T. Jones & Company, Inc., and its affiliates (“FTJ”), provide insurance and insurance related services to clients, corporations, employers and individuals. These services include providing benefits through innovative life and health insurance plans, financial services, and customized insurance products for niche markets.
Position Summary
Responsible for accurately handling outgoing and incoming documents to and from our customers and company associations – documents must be completed on a daily basis.
Expectations
Prepares and mails customer policy certificates following system issue instructions.Prepares and mails checks issued to customers for claim payments, premium refunds, and annuity payouts.Maintains logs for all check mailings.Reviews and completes all requests for Marketing Documents requested by potential customers and various associations.Enters tracking information from customer applications onto marketing database to allow marketing reports.Prepares customer premium notices and reactivator notices for mailing.Completes back-up duties at switchboard.Prepares Marketing documents for special mailing upon request from Marketing.Maintains accurate marketing documents with coordination from corporate marketing unit.Performs other related duties as assigned or required.
Competencies
Proficient organizational skills Ability to pay attention to detailComputer skills with excellent knowledge of Microsoft OfficeSuperior communication skills, both written and verbal
Requisites
High School Diploma or equivalent1+ years of prior experience
We offer comprehensive benefits to full time employees including company paid medical, STD, LTD and life insurance; plus voluntary dental, vision, Life/AD&D insurance, 401(k) with company-matching, generous paid time off and much more.
We encourage applicants of all ages and experience, as we do not discriminate on the basis of an applicant’s age.
ALL OFFERS OF EMPLOYMENT ARE CONTINGENT UPON PASSAGE OF A DRUG SCREEN AND BACKGROUND CHECK
Frequently Asked Questions
How do I apply for the Operations Specialist I position at Forrest T. Jones & Company? ▼
Click the “Apply for this Position” button on this page to submit your application directly to Forrest T. Jones & Company without recruitment intermediary fees.
Is this position eligible for remote work or visa sponsorship? ▼
This position is located in Kansas City, MO with potential relocation and sponsorship assistance depending on candidate qualifications.
Are there any candidate fees on Hirely? ▼
No. Hirely is completely free for candidates. We never charge registration fees or placement fees.
Legitimate employers will never ask you to transfer funds, purchase equipment from unauthorized vendors, or pay application/visa fees. Hirely rigorously monitors listings, but always verify communication is from official corporate email domains.
Learn how to protect yourself against employment fraud →