Operations Specialist I - SES

SUMMARY Responsible for administrative and transactional support to SES leadership and internal teams. Process insurance for Financial Institutions' trust-owned assets. This role focuses on accurate data entry, email and inbox management, phone support, claims intake, workflow queue handling, and organized communication support. All work is performed under the direction of senior team members or licensed personnel. ESSENTIAL DUTIES AND RESPONSIBILITIES Enter, update, and maintain property insurance, occupancy, and valuation data in SES systems. Ensure records are accurate, complete, and audit-ready in accordance with established workflows. Set up and maintain standard internal coverage records and external policy tracking. This includes renewal status updates and required documentation. Attach, index, and organize supporting documentation to ensure complete files and proper system records. Process routine endorsements and submit completed insurance transactions through defined SES workflows under senior supervision. Send pre-defined correspondence related to external policy follow-ups and renewals. Escalate exceptions or non-standard issues to senior staff. Prepare and validate routine billing entries. Assist with basic discrepancy reviews and respond to routine billing, reporting, documentation, and system-related inquiries within defined scope. Route complex items appropriately. Answer incoming calls professionally, handle routine inquiries, and document call activity in SES systems. Route non-standard or coverage-related questions to licensed or senior personnel. Monitor assigned individual and shared Trust team inboxes. Categorize and prioritize messages, respond using approved templates or professional ad-hoc communication as needed, and document key communications in SES systems. Escalate complex or non-standard inquiries received via phone or email to senior or licensed personnel in accordance with established procedures. Assist with First Notice of Loss (FNOL) by collecting initial claim details, submitting FNOL through approved workflows or carrier portals, and maintaining claim documentation. Follow up on claim status with carriers or adjusters. Request loss runs using standard procedures and maintain accurate, up-to-date claim records. Handle assigned workflow queues to meet service-level expectations. Escalate unclear or unusual items, provide feedback on recurring issues to support process improvement, and assist with basic analysis and special projects. Performs all duties in accordance with all company policies and procedures, and all federal, state and local laws, wherein the Company operates. Performs other duties as assigned. QUALIFICATIONS EDUCATION/EXPERIENCE Bachelor's Degree or equivalent combination of education and experience One (1) or more years in insurance operations, trust administration, financial services, or customer service preferred SKILLS Excellent verbal and written communication skills, including strong telephone, listening, and email communication skills. Excellent interpersonal and customer service skills. Strong attention to detail and accuracy. Highly organized with the ability to prioritize multiple tasks. Ability to work effectively within a team and foster a collaborative environment. Demonstrated ability to adapt and remain effective in a dynamic, changing environment. Proficient in Microsoft Office Suite (Outlook, Excel, Word). #LI-JP1

Created: 2026-04-02