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Technical Specialist
Edward Jones Investments
Tempe, AZ, United States
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Opportunity Overview
Edward Jones has an exciting opportunity in the Operations Division for a Technical Specialist on the Case Coordination team in Insurance Services. Responsibilities to include:
• Gather/analyze information and provide recommendations to address and resolve branch team inquiries/issues regarding client's life insurance, long term care and disability applications
• Monitor case load to ensure cases are processed in a timely manner according to established Service Level Agreements
• Communicates with branch teams and product partners on escalated issues via Service Request or phone, providing prompt and consistent follow-up
• Regular reporting of trends regarding product partners ability to meet established cycle time per the Service Level Agreement.
• The position requires extensive breadth and depth of systems, processes, and procedural guidelines across multiple departments and cross-functional areas.
Position Requirements
• 3+ years of experience in a financial services environment (i.e. brokerage, banking, insurance, etc.) or specific technical system experience required
• An advanced knowledge of procedures and systems associated with multiple functions in a department or group of departments
• 1 or 2 years of Insurance operations or previous Insurance service experience is preferred
• Motivated self- starter and detailed oriented; able to meet deadlines while working independently
• An advanced level of proficiency and strong understanding of vendor systems
• Must be able to analyze, research and make decisions on non-routine issues independently with little or no guidance on a regular basis
• A Bachelor's degree is preferred
• State Insurance License required within 3 months of start date
Company Description
At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 14,000+ branch offices where our more than 7 million clients live and work. A typical branch office has one financial advisor who meets with clients face-to-face and one branch office administrator who enhances the team's ability to build deep relationships with clients. Headquarters associates in St. Louis and Tempe provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. Edward Jones currently has more branch offices than any other financial services firm, and we continue to grow to meet the needs of long-term individual investors.
Awards and Accolades
• Edward Jones ranked No. 5 in the FORTUNE 100 Best Companies to Work For® list for 2017
• In 2016, Fortune Magazine ranked us seventh on their list of the 100 Best Workplaces for Women. The list is based, among other things, on employee benefits, flexible scheduling and work-life balance.
Fortune and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
EEO Statement
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.