Service Analyst - I

Service Analyst I

Location: Jersey City, NJ, Hybrid (Remote Monday and Friday; Onsite TuesdayThursday). 3 days a week must be in the office. Duration: 6-Month Contract

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

Client on independence, reliability, and professionalism