Business Operations Representative Senior - Fixed Policyholder Benefits | Hybrid (Minneapolis, MN, US, 55416)

Allianz
Minneapolis
Workplace: HybridFull timeUSD 58,000 - 86,000 annuallyFunction: Business OperationsExperience: 2-5 yearsEducation: bachelorsSkills: ["Collaboration","Communication","Mentoring","Prioritization","Compliance-focused judgment"]

Lead Fixed Policyholder Benefits operations on the Fixed Annuity Policyholder Benefits team by managing and processing inquiries and money-out requests from FMOs, financial professionals, and policyholders. Apply knowledge of Allianz products, risks, controls, regulations, and tax impacts to ensure compliant outcomes. Coordinate with internal partners, handle escalations, and serve as an informal team leader to onboard, mentor, and train teammates while publishing daily workload reporting.

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FursaFursa
Allianz
Allianz
1 day ago

Business Operations Representative Senior - Fixed Policyholder Benefits | Hybrid (Minneapolis, MN, US, 55416)

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Last checked: 2 hours agoStatus: Live

Job Summary

Lead Fixed Policyholder Benefits operations on the Fixed Annuity Policyholder Benefits team by managing and processing inquiries and money-out requests from FMOs, financial professionals, and policyholders. Apply knowledge of Allianz products, risks, controls, regulations, and tax impacts to ensure compliant outcomes. Coordinate with internal partners, handle escalations, and serve as an informal team leader to onboard, mentor, and train teammates while publishing daily workload reporting.
Location: Minneapolis
Workplace: Hybrid
Employment Type: Full time
Job Function: Business Operations
Seniority: Manager level

Key Responsibilities

  • •Manage and process policyholder requests and money-out requests generated via web, Distribution, or Contact Center.
  • •Apply understanding of risks, controls, regulations, and tax impacts to ensure requests are compliant.
  • •Collaborate with internal stakeholders (e.g., Relationship Management, Sales, Legal, SIU) to ensure appropriate handling and resolution.
  • •Serve as an informal team leader: onboard, train, and mentor new team members; coordinate daily work assignments and publish daily workload reports.
  • •Act as SME for Enterprise Inforce Operations, EPS, and corporate projects; provide subject matter guidance and support peer reviews for onshore/offshore interactions.

Pay and Benefits

Salary: USD 58,000 - 86,000 annually
Perks:Health InsuranceDentalVision401kPaid LeaveLife InsuranceHsaRetirementStudent Loan

Key Requirements

  • •3-5 years operational experience in Allianz Operations, insurance, or the financial industry (2+ years required).
  • •Four-year degree or equivalent work experience.
  • •Must be legally authorized to work in the U.S. and not require immigration sponsorship for visa status now or in the future.
  • •Strong understanding of compliance, fraud, and AML guidelines and how they mitigate risk.
  • •Ability to prioritize requests and manage workload across web, Distribution, and Contact Center money-out processes.
Experience:2-5 yearsInsuranceFinancial services
Education:Bachelor's
Skills:CollaborationCommunicationMentoringPrioritizationCompliance-focused judgment
Tech Stack:Generative AIArtificial intelligence

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Allianz
Global insurance and financial services group offering property-casualty insurance, life and health insurance, asset management, and corporate risk solutions to individuals, businesses, and institutions across more than 70 countries.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Munich, Germany
Founded: 1890
WebsiteLinkedIn