Compensation:

$65,000–$80,000 base salary depending on experience + benefits package

Position Overview:

Our client is a fast-growing, client-focused wealth management firm dedicated to delivering exceptional financial planning and service to collegiate and professional athletes, coaches, and high-net-worth clients.

They are seeking a highly organized and proactive Insurance Operations Associate to support the day-to-day execution of the firm’s insurance business. This person will play a key role in managing new insurance cases, coordinating underwriting requirements, servicing existing policies, and ensuring each case moves efficiently from application through policy delivery.

The ideal candidate has a strong insurance operations background, excellent attention to detail, and the ability to manage multiple cases while providing a high level of service to advisors and clients.

Key Responsibilities:

Insurance New Business & Case Management:

• Manage life insurance new business from application submission through underwriting and policy delivery
• Prepare, review, and submit insurance applications with a high level of accuracy
• Track cases throughout the underwriting process and proactively follow up on outstanding requirements
• Coordinate medical exams, records, and other underwriting requirements
• Communicate with insurance carriers, underwriters, advisors, and clients to keep cases moving forward
• Monitor pending business and provide regular status updates to the advisory team

Policy Service & Client Support:

• Support ongoing servicing of existing insurance policies
• Process beneficiary and ownership changes, policy loans, premium payments, and other policy updates
• Assist clients with insurance-related service requests and paperwork
• Research and resolve policy or carrier-related issues
• Maintain accurate policy information and documentation within internal systems
• Provide a responsive, high-touch experience for clients throughout the insurance process

Advisor & Team Support:

• Serve as the primary operational resource for insurance-related questions and requests
• Support advisors with insurance applications, illustrations, forms, and case preparation
• Coordinate with internal team members to ensure insurance needs are handled accurately and efficiently
• Anticipate next steps and proactively communicate outstanding requirements or potential delays

Operations & Process Improvement:

• Maintain accurate CRM, case management, and insurance records
• Ensure workflows remain organized and deadlines are consistently met
• Identify opportunities to improve insurance processes and increase efficiency
• Help develop scalable workflows and procedures as the firm continues to grow

Qualifications:

• Previous experience in life insurance operations, new business, case management, or policy servicing
• Active Life & Health Insurance license required
• Experience working with life insurance carriers and underwriting processes
• Strong understanding of insurance applications, policy servicing, and new business workflows
• Excellent attention to detail and organizational skills
• Ability to manage multiple cases and priorities in a fast-paced environment
• Strong written and verbal communication skills
• Comfortable communicating directly with clients, advisors, carriers, and underwriters
• Experience with CRM, insurance case management, or financial services platforms preferred
• Wealth management or financial planning firm experience is a plus, but not required

What Makes Someone Successful in This Role:

• Strong sense of ownership and accountability
• Proactive about following up and keeping cases moving
• Highly organized with strong attention to detail
• Comfortable managing multiple insurance cases at different stages
• Resourceful and able to solve problems independently
• Strong client service mindset
• Team-oriented and willing to jump in where needed
• Adaptable and comfortable working in a growing, fast-paced firm
• Eager to learn and grow professionally