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Service Analyst - I (USD)

Mindlance

Service Analyst I

Location: Jersey City, NJ Work Arrangement: Hybrid (Remote Monday and Friday; Onsite TuesdayThursday). 3 days a week must be in the office. NON-NEGOTIABLE Employment Type: Full-Time, 6-Month Contract Max Bill Rate: ***/hr*** Spotlight Call Wednesday 5/13

Must-Have Skills

  • Strong organizational skills
  • Familiarity with Microsoft Office Suite
  • Ability to work remotely using VPN
  • Basic familiarity with Microsoft tools
  • Ability to pivot quickly and maintain focus on repetitive tasks
  • Attention to detail and punctuality

Overview

The Service Analyst I will support Institutional Annuities operations by ensuring accuracy, compliance, and timely execution of service tasks. This role is ideal for individuals who are organized, detail-oriented, and comfortable working independently in a fast-paced environment. No prior experience is requiredtraining and coaching will be provided.

Key Responsibilities

  • Sort and organize incoming mail, faxes, emails, and OneDrive files; assign to appropriate teams
  • Index PDF documents into Global Search to maintain up-to-date records
  • Review participant contract data for accuracy and completeness
  • Prepare and send correspondence to contract participants
  • Assign inbound correspondence to service representatives
  • Monitor and track response timelines, ensuring timely follow-up
  • Maintain accurate records in workflow systems and participant files
  • Review forms and documents for compliance
  • Process routine non-financial account activities
  • Provide clear explanations of basic functional information to participants and colleagues
  • Answer participant phone inquiries with clarity and professionalism
  • Assist with locating missing participants and uncashed checks, including obituary searches
  • Help employees locate tax forms when needed

Preferred Qualifications

  • Associate's or Bachelor's degree preferred, or equivalent experience
  • No prior experience requiredon-the-job training provided. Corporate experience a plus.
  • ChatGPT familiarity

Interview Process

  • Initial phone interview with hiring manager
  • Follow-up in-person interview

Team & Culture

Supportive and structured environment

Emphasis on independence, reliability, and professionalism

Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans

Mindlance
Vacancy posted 1 day ago
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