Protective Life

Senior Operations Specialist, BOLI/COLI Executive Benefits

Protective Life

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $47,000 - $60,000 per year

Job Level

Senior

About the role

  • Protective Life role helping protect customers against life’s uncertainties and providing peace of mind
  • Senior Operations Specialist in Executive Benefits focused on BOLI/COLI policy administration
  • Support operational backbone: processing financial transactions, reporting, and client service functions
  • Manage daily workflow of incoming tasks, premium administration, titles, and quality control
  • Monitor bank accounts, reconcile transactions, distribute monthly billing statements, and handle ACH/NOC activity
  • Generate manual and specialized reports to support analysts and reporting needs
  • Provide backup coverage for Workflow & Delivery Coordinator and Premium Administration
  • Perform quality control checks on contractual tasks and maintain tracking of Quality Control activities
  • Contribute to team productivity and support manager-assigned initiatives

Requirements

  • Strong verbal and written communication skills
  • Excellent analytical and problem-solving abilities
  • Self-starter with exceptional time management and organizational skills
  • High attention to detail and accuracy
  • Proficiency in Microsoft Excel and Adobe Writer
  • Familiarity with workflow tools and financial services processes (plus)
  • High school diploma or equivalent
  • 3 years of related experience (financial transaction processing, Customer Service, Cash Handling)
  • 1+ year of experience with BOLI/COLI products or life insurance operations (strongly preferred)
  • Successful completion of FINRA fingerprinting upon acceptance of the role