Senior Operations Specialist – BOLI/COLI Executive Benefits

The work we do has an impact on millions of lives, and you can be a part of it.

We help protect our customers against life’s uncertainties. Regardless of where you work within the company, you’ll be helping provide protection and peace of mind when our customers need it most.

Protective Life is seeking a detail-oriented and proactive Senior Operations Specialist to join our Executive Benefits division, with a focus on BOLI/COLI policy administration. This role supports the operational backbone of our Executive Benefits team, ensuring smooth processing of financial transactions, reporting, and client service functions. This includes the daily workflow of incoming tasks, premium admin, titles, quality and helps the team meet its overall productivity goals.

• Provide daily support and backup coverage for the Workflow & Delivery Coordinator, including processing incoming emails and assigning tasks in the workflow system.
• Act as a backup for Premium Administration by monitoring bank accounts, reconciling transactions, and distributing monthly billing statements.
• Monitor ACH returns and NOC (Notification of Change) activity in SAP, reverse payments as necessary, and notify clients accordingly.
• Assist with lower complexity updates such as agent or benefit changes, reporting needs, and general inquiries.
• Support analysts by generating manual and specialized reports as needed.
• Perform quality control checks on contractual tasks and maintain accurate tracking of Quality Control activities.
• Contribute to team productivity by supporting additional tasks and initiatives as assigned by the manager.

• Strong verbal and written communication skills.
• Excellent analytical and problem-solving abilities.
• Self-starter with exceptional time management and organizational skills.
• High attention to detail and accuracy.
• Proficiency in Microsoft Excel and Adobe Writer.
• Familiarity with workflow tools and financial services processes is a plus.

• High school diploma or equivalent.
• 3 years of related experience (Financial transaction processing, Customer Service, Cash Handling).
• 1+ year of experience with BOLI/COLI products or life insurance operations strongly preferred.
• Note: This position requires successful completion of FINRA fingerprinting upon acceptance of the role, in accordance with regulatory guidelines.

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Employee Benefits:  

We aim to protect the wellbeing of our employees and their families with a broad benefits offering. In addition to offering comprehensive health, dental and vision insurance, we support emotional wellbeing through mental health benefits and an employee assistance program. Work/life balance is important and Protective offers a variety of paid time away benefits (e.g., paid time off, paid parental leave, short-term disability, and a cultural observance day). The financial health of our employees is just as important as physical and emotional health.  Some of the financial wellbeing benefits include contributions to healthcare accounts, a pension plan, and a 401(k) plan with Company matching. All employees are encouraged to protect their overall wellbeing by engaging in ProHealth Rewards, Protective’s platform to improve wellbeing while earning cash rewards.   

Eligibility for certain benefits may vary by position in accordance with the terms of the Company’s benefit plans.

Accommodations for Applicants with a Disability:

If you require an accommodation to complete the application and recruitment process due to a disability, please email [email protected]. This information will be held in confidence and used only to determine an appropriate accommodation for the application and recruitment process.

Please note that the above email is solely for individuals with disabilities requesting an accommodation.  General employment questions should not be sent through this process.

We are proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing an inclusive workforce.