Insurance Operations Associate

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 Associateto 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, xsgimln 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