Lead Insurance Operations Executive – Remote, HNW Focus

Amerco; Hoschton (GA); Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k) and profit-sharing

Medical, dental, vision insurance

Paid time off

Life and disability insurance

Job summary

Amerco seeks a Lead Insurance Operations Associate to lead our insurance department remotely. You bring extensive underwriting experience and a passion for high‑touch service to our wealth management team serving HNW clients.

In this role you will review and process applications, coordinate data for underwriting, maintain strict compliance, and deliver exemplary client service while communicating with high net worth clients and licensed professionals.

Qualifications

• Bachelor’s Degree required.
• 4 years of current insurance underwriting experience.
• 4+ years in financial services/wealth management.
• Life, Accident and Health Insurance License required.
• FINRA licenses – 6/63 or equivalent required.
• Proficient in Outlook and Google Calendar.
• Detail-oriented with strong verbal and written communication for HNW clients.

Responsibilities

• Lead the insurance department for the firm.
• Regularly communicate written and oral with HNW clients.
• Review and process insurance applications from entry to policy delivery.
• Schedule and order medical, nonmedical, and other data necessary for underwriting.
• Operational support: meeting/file preparation, run illustrations, case notes, e‑filing.
• Policy owner service and client aggregation.
• Data entry with accuracy and adherence to strict compliance regulations.
• Gather client data, assist with processing case notes, correspondence, and maintaining client case files.
• Maintain strong compliance documentation related to research and client interaction.

Skills

Detail-oriented

Verbal & written communication

Client service

Underwriting workflow

Education

Bachelor’s Degree

Tools

Outlook

Google Calendar

Job description

Amerco seeks a Lead Insurance Operations Associate to lead our insurance department remotely. You bring extensive underwriting experience and a passion for high‑touch service to our wealth management team serving HNW clients.

In this role you will review and process applications, coordinate data for underwriting, maintain strict compliance, and deliver exemplary client service while communicating with high net worth clients and licensed professionals.