(Remote) Experienced Lead Insurance Operations Associate

Full job description

(Remote)

EXPRIENCED Lead Insurance Operations Associate for Wealth Management Firm

Do you thrive in a fast-paced environment? Are you highly experienced & credentialed in insurance underwriting? Are you passionate about providing excellent & detailed customer service to HNW clientele? If you answered “yes” to these three questions, we want to hear from you!

We are a well-respected and highly successful Wealth Management team, looking for a team member who is extremely experienced in insurance underwriting that can lead our firm’s insurance department, so we can continue to provide the level of service our HNW clients deserve and have come to expect.

The Lead Insurance Operations Associate will be a liaison between our underwriters and home office team, the Wealth Management Advisor and our clients. Applying candidates must meet our qualifications and apply with up-to-date licenses and current underwriting experience. Our ideal candidate will be detail-oriented with excellent verbal and written communication and experienced in communicating with HNW clientele.

Note: This role is remote.

The Lead Insurance Operations Associate will contribute to the team in the following ways:

¨ Lead the insurance department for the firm

¨ Regularly communicate (written & oral) with HNW clients

¨ Review and process insurance applications from entry to policy delivery

¨ Schedule and order medical, nonmedical, and/or other data necessary for underwriting

¨ Operational Support: meeting/file preparation, run illustrations, case notes, e-filing

¨ Policy owner service and client aggregation

¨ Data entry, with accuracy and adhering to strict compliance regulations

¨ Gather client data, assist w/processing case notes, correspondence and maintaining client case files

¨ Maintain strong compliance documentation related to research and client interaction

Qualifications: applying candidate must meet our qualifications

¨ Bachelor’s Degree (required)

¨ Comfortable in a fast-paced environment without sacrificing details or accuracy.

¨ 4 years of current insurance underwriting experience; whole life, term, disability, LTC, etc. (required)

¨ 4+ years of full-time experience in the financial services/wealth management field (required)

¨ Detail-oriented with stellar communications skills (verbal & written) & comfortable with HNW clients (required)

¨ Life, Accident and Health Insurance License (required)

¨ Proficiency a MUST in: Outlook, Google Calendar (required)

¨ FINRA licenses – 6/63 or the equivalency of (required)

¨ Must be adept in technology and able to learn new software quickly and excellent with spreadsheets

Compensation and Benefits:

¨ Base Salary: $75,000 - $85,000, commensurate with experience and licensing

¨ Potential for long and short-term incentive compensation

¨ 401(k) & Profit-Sharing Plan

¨ Medical, Dental, Vision Insurance

¨ Group Life and Long and Short-Term Disability Insurance

¨ Paid Time Off

¨

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender identity or expression, sexual orientation, national origin, disability, age or status as a protected veteran, or any other characteristic protected by law.

Job Type: Full-time

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• financial services/wealth management: 4 years (Required)
• insurance underwriting: 4 years (Required)

License/Certification:

• Life & Health Insurance License (Required)
• Series 6 (Required)
• Series 63 (Required)

Work Location: Remote

If you require alternative methods of application or screening, you must approach the employer directly to request this as Indeed is not responsible for the employer's application process.