Kuvare Holdings · 2 weeks ago
Customer Service Operations Analyst
Cedar Rapids, IA
Full-time
Onsite
New Grad, Entry, Mid, Senior Level
0+ years expKuvare Holdings is dedicated to simplifying retirement for consumers through their unified financial hub. The Customer Service Operations Analyst will serve as a liaison between customers and third-party service providers, focusing on improving service delivery and resolving issues effectively.
Asset ManagementFinanceInsurance
Responsibilities
Answer general incoming calls from policyholders and agents
Work with third party contacts to audit, reconcile data discrepancies, research missing data, handle inquiries and provide updates as requested for annuity business
Conduct research and analysis in order to ensure successful outcomes when complexities arise
Deliver accurate and prompt resolution of issues and relay necessary information by both verbal and written communication
Troubleshoots issues to determine the best solutions and then implement a plan
Develop broad understanding of products, services, policies, procedures, regulations, and laws for effective service delivery
Handle inbound/outbound calls from all applicable customers including but not limited to third party contacts, client contacts, third party vendors and internal team resources
Support Life insurance business and customers
Qualification
Required
High School Diploma or Equivalent. College degree preferred
Operations Analyst I: 0-2+ years' experience providing customer service and transaction processing support in insurance or financial services
Operations Analyst II: 3-5+ years of experience with increased complexity in tasks and assignments
Operations Analyst III: 5+ years of experience with increased complexity in tasks and assignments with a high level of autonomy
Demonstrated and effective oral, written, and interpersonal communication skills
Ability to work effectively with other internal teams and associates
Ability to communicate effectively both orally and in writing
Ability to build productive internal/external working relationships
Advanced interpersonal skills
Strong analytical skills
Advanced organizational skills and attention to detail
Normal office working environment
Occasional evening and weekend hours to meet deadlines
Occasional travel is required
Ability to sit for extended periods of time
Ability to type / perform data entry
Ability to read from a computer screen and paper reports
Company
Kuvare Holdings
Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2016-03-11Private Equity
Leadership Team
Dhiren Jhaveri
President & CEO
Recent News
Business Wire
2026-01-21
2024-04-10
2024-04-10
Company data provided by crunchbase