Service Analyst - I (USD)

Service Analyst I

Jersey City, NJ

6 Months

Work Arrangement : Hybrid (Remote Monday and Friday; Onsite TuesdayThursday)

PAY : $20-22 / HR.

Must-Have Skills

Strong organizational skills

Familiarity with Microsoft Office Suite

Ability to work remotely using VPN

Basic familiarity with ChatGPT and Microsoft tools

Ability to pivot quickly and maintain focus on repetitive tasks

Attention to detail and punctuality

Overview

The Service Analyst I will support Institutional Annuities operations by ensuring accuracy, compliance, and timely execution of service tasks. This role is ideal for individuals who are organized, detail-oriented, and comfortable working independently in a fast-paced environment. No prior experience is requiredtraining and coaching will be provided.

Key Responsibilities

Sort and organize incoming mail, faxes, emails, and OneDrive files; assign to appropriate teams

Index PDF documents into Global Search to maintain up-to-date records

Review participant contract data for accuracy and completeness

Prepare and send correspondence to contract participants

Assign inbound correspondence to service representatives

Monitor and track response timelines, ensuring timely follow-up

Maintain accurate records in workflow systems and participant files

Review forms and documents for compliance

Process routine non-financial account activities

Provide clear explanations of basic functional information to participants and colleagues

Answer participant phone inquiries with clarity and professionalism

Assist with locating missing participants and uncashed checks, including obituary searches

Help employees locate tax forms when needed

Preferred Qualifications

Associates or Bachelors degree preferred, or equivalent experience

No prior experience requiredon-the-job training provided

Interview Process

Initial phone interview with hiring manager

Follow-up in-person interview

Team & Culture

Supportive and structured environment

Emphasis on independence, reliability, and professionalism