Operations Support Specialist - OEG Field Sales West at Hartford Financial Services

Cedar Rapids, Iowa, United States

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Not SpecifiedCompensation

Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Time management, organizational skills, and the ability to thrive in a fast-paced open work environment
Strong customer service focus with excellent verbal and written communication skills
Proficiency using MS Office and adept at working across multiple computer systems
Mathematical aptitude
High school graduate or equivalent required
1 year (of relevant experience)

Responsibilities

Accurately execute requests pertaining to a customer’s end-user, finance program features, and processes to create a friction-less and delightful experience
Execute all pieces of a transaction promptly, accurately, and with consistent information, meeting quality metrics and exceeding customer expectations
Compute rate calculations based on expert-level knowledge of rate economics and procedures
Resolve customer issues and clearly communicate information and concepts to establish understanding of solutions
Manage daily communication flow through various platforms with customers, maintaining detailed notes to support transactional communication and manage customer program information
Communicate credit decisions, generate documentation, research accounts, review submitted documentation for funding, and ensure accurate input into systems prior to funding
Guide transactions from application entry to funding
Facilitate and proactively support customer financing programs by leveraging knowledge of relationships and adapting to changing business needs
Utilize technology platforms to engage with customers and their end-users
Work collaboratively in a team-based environment with Sales, Credit, Documentation, Account Support, Portfolio Management, and Leadership
Communicate effectively, identify areas for improvement, and deliver on customer commitments as a culture champion

Skills

Key technologies and capabilities for this role

equipment financingsales supportoperations supporttransaction processingrate calculationscustomer serviceclient relationship managementfinance programs

Questions & Answers

Common questions about this position

What is the employment type for this Operations Support Specialist position?

The position is full-time.

Is this Operations Support Specialist role remote or office-based?

This information is not specified in the job description.

What key skills are required for the Sales & Operations Support Specialist role?

Key skills include expert knowledge of rate economics and procedures for computing rate calculations, accurate execution of transactions, clear communication of information and concepts to customers, and proficiency with technology platforms.

What is the company culture like at GreatAmerica Financial Services?

The company emphasizes exemplary customer service, a principle-centered business philosophy, and a team-based operating approach, with the customer at the center of everything they do.

What makes a strong candidate for this Operations Support Specialist position?

Strong candidates value leveraging customer knowledge, tools, and technology to deliver exceptional experiences, enjoy challenging work with high quality, and excel in a fast-paced environment while building customer relationships.

Hartford Financial Services

Insurance and financial services provider

About Hartford Financial Services

Hartford Financial Services provides insurance and financial products designed to protect individuals and businesses. Their offerings include various types of insurance, such as auto, home, and business insurance, as well as retirement and investment solutions. The company focuses on ensuring that clients are safeguarded against risks while also aiming to create a positive impact in the community. Unlike many competitors, Hartford Financial Services emphasizes a commitment to human achievement, striving to support clients in ways that extend beyond traditional insurance coverage. The goal of the company is to empower individuals and businesses to thrive by providing comprehensive protection and contributing to societal well-being.

Hartford, ConnecticutHeadquarters

1810Year Founded

$77.7MTotal Funding

N/ACompany Stage

Social Impact, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Paid Vacation

Paid Holidays

Hybrid Work Options

Remote Work Options

Tuition Reimbursement

Risks

AI-driven solutions like HOMEE increase competition in P&C insurance.

Beam Benefits' growth challenges Hartford's market position in employee benefits.

Superscript's funding may disrupt traditional insurance models Hartford relies on.

Differentiation

Hartford is recognized as one of the World's Most Ethical Companies.

The Hartford's critical illness insurance covers a wide range of health conditions.

Partnership with CAPE Analytics enhances Hartford's risk assessment with geospatial intelligence.

Upsides

AI-driven claims management adoption boosts efficiency in insurance processing.

Digital transformation with Beam Benefits simplifies employee benefits processes.

Geospatial intelligence from CAPE Analytics improves risk assessment and underwriting.

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