Client Operations Analyst (Hybrid)

M Financial Group is a community of leaders comprising the best and brightest minds in our industry. By combining individuals' expertise and skill, M Financial Group has become a powerful force committed to advancing the interests of our industry, communities, and clients for over 40 years. M's solutions are rooted in the diverse expertise of our team, our collaborative approach to innovation and our comprehensive support.

We embrace a progressive, dynamic mindset for every role. M Financial Group provides a professional community that actively supports individuals with diverse backgrounds and perspectives who come together to build and support best-in-class solutions. If you're looking to be a part of a high performing, collaborative, and dedicated team, M Financial Group is in search of our next Client Operations Analyst to join our team.

The Client Operations Analyst position will be responsible for monitoring and entering client policy data, including cash values, financial strength ratings, insurance capacity, etc., into the Administration Database and other applicable systems. They will collect, analyze, maintain, and verify client information across systems. Additionally, the Client Operations Analyst will provide analytical support to identify data anomalies before posting to client-facing web applications.

RESPONSIBILITIES

• Gather cash values from primary or secondary data sources for input into the Administration Database
• Maintain client facing websites by gathering and updating monthly and quarterly data by deadline
• Produce monthly new business reports
• Produce benefit plan and policy accounting reports
• Produce billing reports and other invoices as needed
• Calculate and audit benefit plan data, client data, and joint venture partner data
• Prepare and gather data for annual SOC 1, Type 2 audit engagement
• Provide administration support of client data for multiple lines of business (COLI, MCOLI, BOLI)
• Reconcile data between various systems
• Work closely with Client Administration team to create service enhancements and efficiencies
• Assist with other projects and duties as assigned

QULIFICATIONS

• Bachelor's Degree in Accounting, Business Management or Finance preferred
• 1-2 years of experience in Financial Services or Insurance industry setting is preferred
• Excel proficiency including VLookups; Macros and Pivot Tables a plus
• Basic Microsoft Access knowledge including ability to write simple SQL queries and understand data relationships
• Comfortable working in applications, navigating datasets, and performing data
  updates
• Exceptional analytical and problem solving skills with an eye for detail and
  accuracy
• Ability to work independently and manage multiple projects and deadlines
  through prioritization
• Ability to develop and maintain effective working relationships with internal
  and external stakeholders

JOB CONDITIONS AND ENVIRONMENT

• Hybrid work environment offering a blend of virtual/work from home and onsite days designed to support flexibility
• Normal office environment/desk assignment
• Extensive use of PC's, computer terminal, display, keyboard, and mouse.
• Extensive hands on work with documents, spreadsheets and other written documents

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.