Insurance Ops Specialist: New Business & Policy Servicing

CMC Recruiting; Coral Gables (FL); On-site; USD 65,000 - 80,000; Full time

Job summary

CMC Recruiting represents a fast-growing wealth management firm seeking an Insurance Operations Associate to manage life insurance cases from application through policy delivery, coordinate underwriting requirements, and ensure timely service for advisors and clients.

The role emphasizes accuracy, multi-case prioritization, proactive communication with carriers, and ongoing policy servicing, leveraging CRM systems to maintain precise records and deliver a high-touch client experience.

Qualifications

• Previous experience in life insurance operations, new business, case management, or policy servicing.
• Active Life & Health Insurance license required.
• Experience working with life insurance carriers and underwriting processes.
• Strong understanding of insurance applications, policy servicing, and new business workflows.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple cases and priorities in a fast-paced environment.
• Strong written and verbal communication skills.
• Comfortable communicating directly with clients, advisors, carriers, and underwriters.
• Experience with CRM, insurance case management, or financial services platforms preferred.
• Wealth management or financial planning firm experience is a plus, but not required.

Responsibilities

• Manage life insurance new business from application submission through underwriting and policy delivery.
• Prepare, review, and submit insurance applications with a high level of accuracy.
• Track cases throughout the underwriting process and proactively follow up on outstanding requirements.
• Coordinate medical exams, records, and other underwriting requirements.
• Communicate with insurance carriers, underwriters, advisors, and clients to keep cases moving forward.
• Monitor pending business and provide regular status updates to the advisory team.
• Support ongoing servicing of existing insurance policies.
• Process beneficiary and ownership changes, policy loans, premium payments, and other policy updates.
• Assist clients with insurance-related service requests and paperwork.
• Research and resolve policy or carrier-related issues.
• Maintain accurate policy information and documentation within internal systems.
• Provide a responsive, high-touch experience for clients throughout the insurance process.
• Serve as the primary operational resource for insurance-related questions and requests.
• Support advisors with insurance applications, illustrations, forms, and case preparation.
• Coordinate with internal team members to ensure insurance needs are handled accurately and efficiently.
• Anticipate next steps and proactively communicate outstanding requirements or potential delays.

Skills

Life insurance operations

Case management

Client service

CRM systems

Attention to detail

Communication skills

Education

Life & Health Insurance license

Tools

CRM software

Underwriting workflows

Job description

CMC Recruiting represents a fast-growing wealth management firm seeking an Insurance Operations Associate to manage life insurance cases from application through policy delivery, coordinate underwriting requirements, and ensure timely service for advisors and clients.

The role emphasizes accuracy, multi-case prioritization, proactive communication with carriers, and ongoing policy servicing, leveraging CRM systems to maintain precise records and deliver a high-touch client experience.