Insurance Operations Lead – Life & Annuity Services

Harvest Wealth Group; Exeter (CA); Hybrid; USD 55,000 - 85,000; Full time

Benefits offered by this job

Tiered incentive plan

Paid Medical, Vision, and Dental benefits

401(k) with employer match

4-week paid sabbatical every 3 years

Job summary

A growing investment firm in Exeter, CA seeks an Insurance Client Service Administrator to enhance the service for insurance clients. This role requires deep expertise in insurance operations and involves managing insurance lifecycle tasks, ensuring compliance, and building workflows. Base salary ranges from $55,000 to $85,000, with bonuses and hybrid work flexibility. Candidates must have at least 3 years of relevant experience and strong relationships with insurance carriers.

Qualifications

• 3+ years of insurance operations experience at a predominantly insurance-based firm.
• Direct experience processing life insurance, annuity, and/or long-term care service work.
• Ability to pass a background check.

Responsibilities

• Own the full lifecycle of insurance service work.
• Manage relationships with insurance carriers.
• Serve as the go-to resource for advisors on insurance service questions.

Skills

Insurance operations experience

Carrier relationships

Life insurance processing

Education

Active state insurance license (Life & Health)

Series 7 license

Tools

Practifi

DocuSign

Job description

A growing investment firm in Exeter, CA seeks an Insurance Client Service Administrator to enhance the service for insurance clients. This role requires deep expertise in insurance operations and involves managing insurance lifecycle tasks, ensuring compliance, and building workflows. Base salary ranges from $55,000 to $85,000, with bonuses and hybrid work flexibility. Candidates must have at least 3 years of relevant experience and strong relationships with insurance carriers.