Job Title: Operations Support

Location: NYC, NY (Hybrid)

Duration: 6 Months

Job Description:

Role Overview

The Operations Support role is a full-time position within the Business Solutions Department (BSD), Group Employee Benefits products (Group Term Life, Short Term Disability, Long-Term Disability).

This role plays a critical part in servicing proposals, managing documentation, and ensuring timely and accurate processing of agent materials. It requires strong collaboration with internal and external partners and adherence to strict service timelines.

Must have’s

Proficiency in Microsoft Office (especially Excel) and SharePoint
Detail oriented, work independently, but is proactive with questions and collaborate with others to solve problems.
Worked in an office environment (preferred)

Deal Breakers

Overqualified candidates (e.g., MBA holders)

Key Responsibilities

Support daily operations using Microsoft Office Suite and Salesforce
Manage and track Request for Proposals (RFPs) for Underwriting teams
Verify agent licensing and compliance
Follow up on missing paperwork and ensure complete submissions
Coordinate installation paperwork with servicing centers
Respond to agent inquiries via business email inbox
Deliver exceptional customer service across teams and partners
Assist with special projects and meet time-sensitive deadlines

Qualifications

Associate’s or Bachelor’s degree (or equivalent service experience)
Experience in Life Insurance or Financial Services preferred
Proficiency in Microsoft Office (especially Excel) and SharePoint
Familiarity with Salesforce and web-based tracking tools
Strong written and verbal communication skills
Detail-oriented, organized, and able to multitask effectively
High sense of urgency and proactive problem-solving mindset
Ability to work independently while collaborating with others

Team & Culture

Department: Worksite – Product and Operations
Collaborative and service-minded team environment
Emphasis on accuracy, timeliness, and efficiency
Communication primarily via email and Microsoft Teams

Preferred Backgrounds

Candidates from insurance, banking, or finance, industries

Soho Square Solutions

Latest Jobs

Operations Support