Insurance Ops Associate: Training & New Business Support

McGill Junge Wealth Management; Clive (IA); On-site; USD 42,000 - 62,000; Full time

Job summary

McGill Junge Wealth Management in Des Moines, Iowa, is seeking an Operations Associate to support policy owner services, new business processing, CRM maintenance, licensing and reporting.

You will back up Office Coordinator and Insurance Operations Coordinator, collaborate with advisors and client service, and help manage weekly CRM reports while ensuring data accuracy. This role offers growth within a national wealth management team and access to training opportunities.

Qualifications

• 2 year degree in business, accounting, or finance desired.
• 1-3 years prior experience in insurance and/or financial services preferred.
• Iowa Life and Health Insurance License (preferred or obtainable within 6 months on the job).
• Completion of Northwestern Mutual Essentials training (preferred or obtainable within one month on the job).
• Prior CRM database management preferred.

Responsibilities

• Policy Owner Services: service maintenance, beneficiary changes, premium payments, reporting.
• New Business Support: data gathering, illustration requests, applications, broker coordination.
• CRM Maintenance and Analytical Support: maintain client data, quality reviews, weekly CRM reports.
• Licensing/Securities Registration: review and obtain licenses, renewals, documentation.
• Reporting: compile monthly sales data and monitor task completion.
• Team/firm responsibilities: collaborate with leadership and back up roles as needed.

Skills

Customer service

Attention to detail

Communication

Multi-project management

Education

2-year degree in business, accounting, or finance

Northwestern Mutual Essentials training

Tools

CRM database management

Microsoft Office

Iowa Life and Health Insurance License

Job description

McGill Junge Wealth Management in Des Moines, Iowa, is seeking an Operations Associate to support policy owner services, new business processing, CRM maintenance, licensing and reporting.

You will back up Office Coordinator and Insurance Operations Coordinator, collaborate with advisors and client service, and help manage weekly CRM reports while ensuring data accuracy. This role offers growth within a national wealth management team and access to training opportunities.