Insurance Operations Associate

Lead Advisor; Westport (CT); On-site; USD 28,000 - 50,000; Part time

Job summary

Lead Advisor is seeking an Insurance Operations Associate for a wealth management client in Westport, CT. The role handles daily operations related to insurance applications, onboarding and servicing.

The ideal candidate has 2+ years in insurance operations or quick learner with interest in insurance/financial services. This part-time position (20-30 hours/week) may expand to full-time by end of 2026; requires in-office presence 4 days a week, with potential work-from-home Fridays.

Qualifications

• Insurance and/or financial services experience preferred.
• Analytical with attention to detail and numerical proficiency.
• Strong verbal and written communication; able to work in a fast-paced environment.

Responsibilities

• Ensure complete, accurate and timely insurance applications submission.
• Manage the insurance application and underwriting process with proactive troubleshooting.
• Schedule medical exams for clients.
• Collaborate with underwriters on application reviews.
• Provide weekly updates as clients move through underwriting.
• Assist planning with delivery materials.
• Understand insurance products, tools and billing account management.
• Handle policy-related service requests and billing issues.
• Deliver world-class client service and an unmatched client experience.

Skills

Attention to detail

Process orientation

Communication skills

Time management

Adaptability

Job description

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients in Westport. To view other open roles, visit jobs.lead-advisor.com

An award-winning wealth management and financial planning practice in Westport, CT is hiring for an Insurance Operations Associate to execute all daily operations related to insurance applications, onboarding and servicing.

The ideal candidate will have at least 2 years of experience in insurance operations or will be a quick learner with an interest in or exposure to insurance/financial services. They will be a process-driven, detailed-oriented, highly organized individual who thrives in a feedback centric environment. The candidate should be an effective, outgoing, verbal and written communicator who will thrive in a fast-paced, high-demand environment that often has competing priorities and requires a strong procedural approach, strong business and interpersonal intuition and a high degree of organization.

While this current role is part-time (20-30 hours/ week), we anticipate hour expansion to a full time position by the end of 2026. Candidate must be able to work a minimum of 4 days a week and will be looking for a professional role and a long-term commitment.

Responsibilities will include, but are not limited to:

• Work with advisors and clients to ensure complete, accurate and timely application completion and submission
• Manage the insurance application and underwriting process, ensuring daily progress for each applicant, which will often require troubleshooting and creative problem solving to overcome roadblocks and proactively manage slowdowns
• Schedule and confirm medical exams for clients
• Collaborate with underwriters to complete application review
• Guide clients through underwriting process, providing weekly updates
• Help the planning team prepare delivery materials
• Understand insurance products, tools and systems, including illustration production and billing account management
• Execute policy-related client service requests (e.g. executing policy loans, updating beneficiary and owner changes)
• Execute billing-related client requests and reconcile accounting issues that may arise
• Proactively deliver world class client service and an unmatched client experience

The successful candidate will:

• Be highly structured and process-driven
• Be exceptionally detail-oriented
• Be self-motivated and excited to consistently raise the bar in the pursuit of excellence
• Thrive in an in-office, feedback-centric environment that values constant and never-ending improvement
• Be energized by a strong, supportive team and fast pace
• Aligned with a service mentality and firm focus on over-delivering for our clients
• Seek to work closely with, learn from, and provide leverage to the team
• Be confident, yet show humility
• Be coachable and seek collaboration within a high-performance team
• Have a strong sense of urgency and desire for task closure/ timely delivery
• Take pride in a job well done
• Be hard-wired to over-deliver

Qualifications:

• Insurance and/or financial services experience preferred
• A quick, curious, and numerically proficient learner
• A confident, professional, effective oral and written communicator
• Analytical strength and confidence with learning complex structured products and detailed billing processes
• Local to the office and able to commit to a regular, reliable in-office schedule M-Th (option to work more hours M-Th or fewer hours M-F). If working M-F, option to work from home Fridays.