Unified Business Technologies
Principal Operations Specialist
Indianapolis · Principal
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About the role
- The Principal Operations Specialist completes thorough research and analysis of outstanding contract issues, including suspense accounts, tax issues, quality control and system reporting.
Responsibilities
- Coordinates efforts with other lead representatives and manager for scheduling work and daily activity.
- Assists with Taxport tax information, including reconciling and balancing monthly tax files, and working with IT for system tax updates. Involved with year end balancing/reconciliation for 1099 and 5498 tax documents.
- Performs other duties as assigned.
Requirements
- Ability to report to the Indianapolis office five days per week.
- Prefer associate's degree in business or equivalent training or experience.
- Prefer 5 + years' experience in insurance administration and or claims.
- Advanced knowledge of Alta Life and Annuity products and processing procedures, Lifefit, OnBase, accounting transactions and how to make correcting transactions.
- Demonstrated knowledge of annuity contracts and income tax applications required.
- Professional designations such as LOMNs Associate Life Management Institute (ALMI), Associate Customer Service (ACS), Fellow/Associate Secure Retirement Institute (FSRI/ASRI), and/or Associate Insurance Regulatory Compliance (AIRC) or demonstrated work toward achieving designations.
- Strong communication skills, including oral and written skills
- Ability to prioritize workflow, establish and meet deadlines, and manage multiple concurrent tasks
- Flexibility in scheduling of daily activities
- Able to learn quickly and understand multiple complex administration systems
- Excellent computer skills with thorough understanding of MS Word and Excel and client relationship management (CRM) applications
Compensation
- Assists with producing annual income tax reporting, system testing, and documenting department policies and procedures.
Benefits
- Education and Qualifications:
This listing is sourced directly from Unified Business Technologies's careers page and normalized into a canonical job model.