Entry-Level Life Insurance Operations Specialist

Triad Partners; Lawrence (KS); Sur place; USD 40 000 - 52 000; Plein temps

Résumé du poste

Triad Partners is seeking a Life Insurance Operations Coordinator to support the operations team with routine data entry, documentation management, and carrier communications. This entry-level role provides exposure to onboarding processes and core systems.

The position emphasizes accuracy, confidentiality, and collaboration with internal departments, under supervision, to ensure smooth new business intake and ongoing record maintenance.

Qualifications

• Demonstrates effective interpersonal and relationship-building abilities.
• Ability to multi-task and manage multiple cases with accuracy.
• Strong organizational skills with high attention to detail.

Responsabilités

• Follow and maintain documentation of established processes and systems.
• Assist in maintaining accurate application records and system updates, ensuring accuracy and consistency in record-keeping.
• Support document scanning, uploading, and case file organization.
• Perform routine data entry tasks to ensure application completeness.
• Communicate internally to support operations team updates.
• Learn and begin to engage in basic correspondence with advisors or carriers under supervision.
• May initiate or answer routine calls and emails with members; emails may be reviewed for quality control before release.
• Follow up with insurance carriers on the status of existing new business applications and fund transfers.
• Maintain accurate records in Salesforce to keep members updated.
• Shadow and assist with new application intake and routing.
• Support coordination efforts with internal departments.
• Participate in in-house and on-the-job training on systems, procedures, and industry basics.
• Offer feedback on onboarding experience for continuous team improvement.

Connaissances

Interpersonal skills

Multitasking

Detail-oriented

Communication

Confidentiality

Formation

High school diploma

Associates degree preferred

Outils

Microsoft Office

Description du poste

Triad Partners is seeking a Life Insurance Operations Coordinator to support the operations team with routine data entry, documentation management, and carrier communications. This entry-level role provides exposure to onboarding processes and core systems.

The position emphasizes accuracy, confidentiality, and collaboration with internal departments, under supervision, to ensure smooth new business intake and ongoing record maintenance.