Insurance Operations Associate

Securities Registration Not Required | non-registered fingerprinted (NRF) person

Qualifications

Experience in administrative support or customer service, preferably in the financial services and/or insurance industry

Health and life license required (or exam passed within 90 days of employment)

Excellent oral and written communication skills

Familiarity with Microsoft applications and data entry and information retrieval software

Demonstrated organizational and time management skills and ability to multitask, set priorities and meet deadlines

Strong attention to detail with the ability to work with a high degree of accuracy

Ability to work in a fast-paced environment

Ability to work both independently and in a team

Ability to maintain confidentiality

Continue insurance education through schools, academies, licenses, registrations and designations

Series 6 licensing preferred (and Series 63 in applicable states) registration allows you to work with variable annuity, variable life and mutual funds

Overall Function

An insurance operations specialist will handle all insurance new business, servicing of existing book of business and setting current risk client annual meetings. 

The Insurance Operations Associate role may also include the following responsibilities:

Utilizing the network illustration system for recommendation and review meetings for the advising team

Maintain relationship with outside firm brokerage when outside business illustrations are necessary

proactively scheduling client reviews, rescheduling meetings, confirming appointments, calling clients for birthdays and checking in for major life event changes

Manage advisors LinkedIn messaging and inputting referrals to the firm

Onboard new client insurance accounts, collecting required client information and documentation

Schedules Insurance Exam medicals, client follow up included

Contact clients to follow-up on outstanding forms, tasks, and other information.

Enter new client or updated client data in CRM and other software systems.

Underwriting management/monitoring and client communication via approved NM communication platforms

Ordering/sending birthday cards and holiday gifts, organizing events.

Policy Owner services: policy reconsideration requests, changes to beneficiary/payments, shortages, pre-screen for life/Disability insurance applications, calling for multi-life discount.

Actively track and follow-up on new account onboarding and client service tasks

Handle advisor post meeting case notes, process correspondence, and maintain client case files

Gathering information for financial advisor’s meeting with client/prospect

Preparing advisory annual review information

Compensation

Competitive salary based on experience

Health/Dental/Vision insurance

401(k)

Paid time off

Holiday paid time off

Bonus opportunity

Room for advancement within the firm