Insurance Operations Specialist - Growth Path to Full-Time

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 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.