Penn Mutual · 2 days ago
Sr. Operations Specialist - New Accounts
United States
Full-time
Remote
Mid, Senior Level
$65K/yr - $75K/yr
3+ years expPenn Mutual is a company that has empowered individuals, families, and businesses for over 175 years. They are seeking a Senior New Accounts Specialist to manage new account processing and maintenance requests, ensuring efficient service delivery to Financial Professionals and Field Offices.
Financial ServicesInsurance
Responsibilities
Manage multiple new account and maintenance operations queues
Provide support and resolution for inquiries from Financial Professionals and Field Offices
Recommend and implement process improvements to enhance service delivery
Collaborate with internal teams and external partners to resolve escalated issues
Successfully completes regulatory and job training requirements
Handle simple to complex emails or calls from our clients/financial professionals in an efficient and accurate manner
Accepts ownership of interaction and provide a high caliber of service and follow through escalating complex issues as appropriate
Maintain consistent communication with field partners via phone, email and in person
Adheres to service level of agreement (SLA) and individual/ team metrics
Provide project level support as needed
Complies with all company and site policies and procedures
Remains current in profession and industry trends
Successfully completes regulatory and job training requirements
Performs other duties as assigned
Demonstrates a commitment to AI fluency by embracing AI tools and technologies to enhance individual and team performance, decision-making, and innovation
Qualification
Required
Expert knowledge of Pershing NetX Platforms
FINRA SIE and Series 99 required or obtained with 12 months of hire
Strong analytical, organizational and time management skills
Excellent customer service and communication abilities
Ability to manage multiple priorities and work independently
High attention to detail and professionalism in handling escalations
Collaborative mindset and adaptability in a regulated environment
Strong understanding of the financial services industry
Experience supporting financial professionals and resolving complex inquiries
Preferred
Bachelor's Degree Preferred or equivalent experience required
Series 7 license preferred
3-5 years experience in a broker/dealer within operations
Company
Penn Mutual
Penn Mutual helps individuals and families do more in life by creating solutions that deliver the complete value of life insurance.
1001-5000 employees
H1B Sponsorship
Penn Mutual has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (9)
2024 (3)
2023 (3)
2022 (12)
2021 (9)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
David O'Malley
President and CEO
Marianne Cumming
Vice President, Chief Medical Director
Recent News
2025-11-03
2025-09-15
Company data provided by crunchbase