Customer Operations Specialist at Securian Financial Group

St Paul, Minnesota, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, InsuranceIndustries

Requirements

Strong organizational and time management skills
Ability to prioritize competing tasks and adapt to changing priorities
High attention to detail and accuracy in calculations and documentation
Effective communicator with both internal teams and external clients
Demonstrated ability to work independently and as part of a team
Experience with Microsoft Outlook and other business communication tools
Comfort with phone-based customer service and support
Preferred Qualifications
Previous experience in customer operations, billing, or related administrative roles
Proven track record of process improvement and cross-functional collaboration

Responsibilities

Organize, assign, and track work items to ensure deadlines are met and customers experience quality service
Prioritize and assign work to team members based on workload, deadlines, and skill sets to ensure efficient operations and balanced team performance
Identify and resolve problems, present findings clearly to other teams or clients, and prevent confusion or rework through thorough review and documentation
Apply independent judgment and critical thinking to all aspects of work, ensuring thoughtful decision-making and problem-solving
Demonstrate aptitude with numbers, performing calculations and reconciliations as a core part of daily responsibilities
Articulate problems, solutions, and requests clearly in both written and verbal formats to internal and external stakeholders
Develop a mindset of continuous process improvement by regularly evaluating workflows, identifying opportunities for increased efficiency, and implementing best practices to enhance team performance and service quality
Maintain a professional demeanor, understanding the broader business context and representing the team effectively in corporate and customer interactions
Conduct outbound calls to answer customer questions and manage their service requests
Demonstrate curiosity about systems and processes, seek ways to optimize and improve, and understand the team’s role in broader organizational goals
Manage multiple work queues, assess time requirements, and pivot efficiently between tasks to maximize productivity