Account Operations Associate

Staff Boom • Anaheim, CA, US • 4d ago

Staff Boom is an outsourcing company based out of Anaheim, California with locations aboard in the countries of the Philippines and Peru. At Staff Boom we specialize in customized staffing and consulting solutions for medium to large sized businesses with heavy emphasis on the insurance industry including insurance retailers, wholesalers, and carriers. We provide outsourcing services in our remote facilities; these services include Insurance Back Office, Accounting/Finance, Customer Service, Lead Generation, Data Entry, IT, Marketing, and Legal Support Services among others.

Staff Boom’s Operations Team is looking for a motivated and adaptable Account Operations Associate to assist in the training and management of our remote employees in the Philippines and Peru, as well as collaborating directly with assigned clients. In addition, we are seeking an organized and engaging team player who has a yearning to interact and motivate our remote international staff.

Desired Skills & Experience

Insurance industry background and experience (Preferred)
Bilingual in Spanish or Tagalog is not required but would be an asset
Excellent communication skills: written and verbal
Analytical and critical thinking skills required
Ability to multi-task, prioritize, and manage time effectively
Self-motivated, goal-oriented, and organized
Collaborative team player
Experience developing training material and conducting in person and online training sessions
Strong technical skills that allow one to work with different software programs and agency management systems quickly. The ability to learn new programs and technologies as needed and develop training material pertaining to them
Exceptional customer service skills
Experience with web-based training development a plus but not required

Key activities/Responsibilities

Work with clients to conduct needs assessments, develop curricula, and training timelines to address their needs accordingly
Coordinate, develop, and facilitate delivery of instructor-led training courses
Work with subject matter experts to develop training material and develop timelines accordingly
Document and reengineer processes across various systems and platforms for efficiencies
Analyze data and identify trends to make recommendation for improvements
Support the domestic and international operations team with on-boarding accounts and managing the day-to-day functions of the remote staff for client satisfaction
Act as an operational liaison for the staff, functional client teams, and other departments as necessary
Monitor Quality Control Processes to ensure that services provided meet customer expectations and comply with industry standards
Audit and maintain monthly client reports

Education/Experience:

Bachelor’s degree (Preferred)
Previous employment or experience in the insurance industry (Preferred)
Previous employment or experience with Training and Development a plus but not required

Benefits: