Hybrid Remote Life Insurance Operations Specialist

Triad Partners; Lawrence (KS); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Competitive compensation

Health, dental and vision insurance

Generous PTO

401k Plan

Hybrid remote schedule for added flexi

Job summary

Triad Partners is seeking a Life Insurance Operations Coordinator to provide foundational support to the operations team, including processing new business and maintaining records. The role offers exposure to core systems and industry basics within a company that champions Doing Business and Doing Life under the DBDL motto.

The position is ideal for individuals starting their career in life insurance operations, with opportunities to learn, grow, and engage with carriers and advisors in a

Qualifications

• High school diploma or equivalent required; Associate degree preferred.
• Insurance industry experience preferred.

Responsibilities

• 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.

Education

High school diploma or equivalent

Associate degree preferred

Job description

Triad Partners is seeking a Life Insurance Operations Coordinator to provide foundational support to the operations team, including processing new business and maintaining records. The role offers exposure to core systems and industry basics within a company that champions Doing Business and Doing Life under the DBDL motto.

The position is ideal for individuals starting their career in life insurance operations, with opportunities to learn, grow, and engage with carriers and advisors in a