Zachary Piper Solutions→
Operations Associate at Zachary Piper Solutions in Durham, NC
Skills
Job Description
Summary: Piper Companies provides staffing and workforce solutions, and this role supports an organization in the financial services and insurance industry. The Operations Associate is responsible for client experience and satisfaction, handling service and claims communications, processing contract-related requests, explaining products and benefits, and supporting teammates and leadership.
Responsibilities:
- Handle communication with clients involving service and claims. Communicate in a respectful and professional manner
- Process service requests for contract withdrawals, surrenders, ownership & Beneficiary changes
- Explain contract benefits and company products to customers
- Be a resource of support for teammates and leadership
Required Qualifications:
- 1–2 years of experience in customer facing roles such as retail or food service
- Strong organizational and time management skills with attention to detail
- Excellent communication skills and ability to collaborate with team members and stakeholders
- Bachelor's degree in Communications, Psychology, History or relevant major
Preferred Qualifications:
- Proficiency in Microsoft Office Suite (Excel, Word, Outlook); experience with CRM systems is a plus
Required Skills: Microsoft Office Suite, Excel, Word, Outlook, CRM Systems, Insurance Claims Processing, Contract Administration
Benefits: Comprehensive benefits package including medical, dental, vision, 401(k), and PTO, Permanent hybrid role with 3 days a week onsite