Senior Customer Operations Representative

Securian Financial

. Support the Life New Business process from application receipt through policy issuance and placement .

Posted 11/6/2026full-timeSaint Paul • Minnesota • United StatesSenior💰 $19 - $33 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and problem-solving skills while managing high volumes of diverse work in a collaborative team environment. Proficient in data entry, documentation, and maintaining accuracy under tight deadlines.

Highest-signal resume keywords

Outbound Calling ExperienceStrong Organizational SkillsAttention To DetailCustomer Service SkillsData Entry Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryDocumentation1035 Exchange ProcessingTransaction ProcessingReport Generation

Soft Skills

Problem-SolvingCritical ThinkingVerbal CommunicationWritten CommunicationCollaboration

Industry Keywords

InsuranceNew Business ProcessingPolicy IssuanceCarrier Follow-UpWorkload Management

About the role

Key responsibilities & impact

Support the Life New Business process from application receipt through policy issuance and placement
Make outbound calls to other insurance carriers for status updates on pending 1035 exchange payments and outstanding items
Document and communicate information received through carrier follow-up and take appropriate next steps
Process assigned 1035-related work items, transactions, reports, and other activities according to established procedures
Review information for accuracy and completeness and obtain clarification or additional information as needed
Enter and maintain information in applicable systems
Monitor assigned work and follow up on outstanding items to support timely processing
Prioritize work to meet daily production goals, service expectations, and customer needs
Complete training and learn and implement new workflows accurately
Evaluate and communicate workload and identify items requiring additional support or escalation
Collaborate with team members and shift work and priorities to meet service needs and deadlines
Support additional New Business processing activities based on business needs

Requirements

What you’ll need

Experience making outbound calls in a professional setting
Strong organizational skills with the ability to prioritize and manage a high volume of diverse work
Excellent attention to detail and ability to complete work accurately within established deadlines
Strong customer service skills for supporting internal and external customers
Professional verbal and written communication skills
Comfort making outbound calls to other insurance carriers
Strong problem-solving and critical-thinking skills
Strong data entry and documentation skills
Ability to quickly learn new products, processes, systems, and procedures
Ability to work independently within a collaborative team environment
Ability to manage multiple priorities and adjust workload as business needs change

Benefits

Comp & perks

Paid time off, with additional PTO based on tenure
Flexible parental, caregiver, bereavement, and military leave programs
Nine company-paid holidays
Company-funded pension plan
401(k) retirement plan with company contributions tied to performance, up to 10% of eligible earnings, with a 5% target
Medical, dental, and vision coverage from the first day of employment for associates and eligible family members
Volunteer paid time off
Dollar-for-dollar matching gift program
Associate Resource Groups
Workplace accommodation support for applicants with disabilities