Life Insurance Ops Coordinator (Hybrid Remote)

Triad Partners, LLC; Lawrence (KS); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Competitive pay

Health/dental/vision

Generous PTO

401k Plan

Hybrid schedule

Job summary

Triad Partners, LLC is seeking a Life Insurance Operations Coordinator to provide foundational support to the operations team by following up with carriers on new business, maintaining accurate records in Salesforce, and handling routine member communications.

This role is ideal for individuals beginning their career in life insurance operations, offering exposure to core systems and onboarding processes while learning the fundamentals of new business intake.

Qualifications

• High school diploma or equivalent required; associates degree preferred.
• Insurance industry experience preferred.
• Exposure to life insurance operations and underwriting basics.

Responsibilities

• Document and maintain process and system documentation.
• Assist with new business intake, records, and data entry.
• Support training and process improvements within the team.

Skills

Interpersonal skills

Multitasking

Team collaboration

Organizational skills

Communication

Ethics & confidentiality

Learning mindset

Education

High school diploma

Associates degree preferred

Tools

Salesforce

Job description

Triad Partners, LLC is seeking a Life Insurance Operations Coordinator to provide foundational support to the operations team by following up with carriers on new business, maintaining accurate records in Salesforce, and handling routine member communications.

This role is ideal for individuals beginning their career in life insurance operations, offering exposure to core systems and onboarding processes while learning the fundamentals of new business intake.