Service Analyst I
Jersey City, NJ
6+ Month Contract
Pay Range : 20 - 23 / hr, W 2
Location : Jersey City, NJ
Work Arrangement : Hybrid (Remote Monday and Friday; Onsite Tuesday–Thursday)
Employment Type : Full-Time, 6-Month Contract
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 required—training and coaching will be provided.
Key Responsibilities
Sort and organize incoming mail, faxes, emails, and OneDrive files; assign to appropriate teamsIndex PDF documents into Global Search to maintain up-to-date recordsReview participant contract data for accuracy and completenessPrepare and send correspondence to contract participantsAssign inbound correspondence to service representativesMonitor and track response timelines, ensuring timely follow-upMaintain accurate records in workflow systems and participant filesReview forms and documents for complianceProcess routine non-financial account activitiesProvide clear explanations of basic functional information to participants and colleaguesAnswer participant phone inquiries with clarity and professionalismAssist with locating missing participants and uncashed checks, including obituary searchesHelp employees locate tax forms when neededPreferred Qualifications
Associate’s or Bachelor’s degree preferred, or equivalent experienceNo prior experience required—on-the-job training providedInterview Process
Initial phone interview with hiring managerFollow-up in-person interviewTeam & Culture
Supportive and structured environmentEmphasis on independence, reliability, and professionalism