Insurance Operations Specialist
Lead Advisor, LLC is a leading wealth management firm seeking an Insurance Operations Specialist to support their insurance operations. This role is essential for maintaining efficiency, accuracy, compliance, and exceptional customer service in insurance processes.
Responsibilities
- Guide clients through the underwriting process for life, disability, long-term care, and annuities
- Provide support for servicing insurance products
- Manage policy changes and service requests, including premium payments, handling late payments, processing loans, and updating beneficiaries or titles
- Prepare insurance illustrations for both new and existing policies
- Assist in processing disability, long-term care, and death claims
- Collaborate with the investment and planning teams on insurance services when needed
Skills
- Strong understanding of insurance products
- Extremely detail-oriented and organized, with the ability to manage multiple tasks effectively
- Team-oriented and collaborative
- Growth-minded individual, with a proactive approach to learning and professional development
- Strong oral and written communication skills for clear client and team interactions
- Familiarity with Microsoft Office Suite (Outlook, Excel, OneNote, Word)
- Existing Life and Health insurance licenses preferred. If not licensed, expected to be licensed within the first 90 days of employment (company support provided for licensing preparation and exams)
Benefits
- 401(k)
- Work from home
Company Overview