Practice Operations Coordinator

AMERICAN SENIOR BENEFITS LLC; Minneapolis (MN); Hybrid; USD 40,000 - 100,000; Full time

Job summary

AMERICAN SENIOR BENEFITS LLC seeks a Practice Operations Coordinator to support operations and growth. This hybrid role includes managing insurance case tasks, marketing support, and Salesforce administration.

Candidates should have a degree in a relevant field, 2+ years’ experience in financial services or marketing support, and strong organizational skills. The position offers a compensation range of USD $40,000.00 - USD $100,000.00 per year.

Qualifications

• 2+ years of experience in financial services, insurance, operations, or marketing support.
• Familiarity with insurance products and case management is a plus.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.

Responsibilities

• Act as the primary liaison with insurance carriers.
• Monitor and track client service tasks and business opportunities.
• Support marketing initiatives and manage Salesforce processes.

Skills

Organizational skills

Communication skills

Salesforce proficiency

Marketing support

Education

Bachelor’s degree in business, finance, marketing, or related field

Tools

Salesforce

Microsoft Office

Job description

Overview

Job Description – Practice Operations Coordinator

Ascent Wealth Management

Position Summary

The Practice Operations Coordinator plays a vital role in supporting the day-to-day operations and long-term growth of Ascent Wealth Management. This hybrid position combines responsibilities in insurance case management, marketing support, Salesforce/CRM administration, and overall practice operations. The Practice Operations Coordinator ensures that client service tasks, business development opportunities, and internal workflows are properly coordinated by engaging the appropriate team members. This role is central to ensuring the firm runs smoothly, clients receive timely service, and advisors can focus on client relationships.

Responsibilities

Act as the primary liaison with insurance carriers, handling applications, underwriting follow-ups, and policy service.

• Monitor and track client service tasks and business opportunities, ensuring that they are assigned to and completed by the appropriate team members.
• Support marketing initiatives, including content preparation, campaign coordination, and event logistics.
• Manage Salesforce/CRM processes, including data integrity, workflows, reporting, and task assignments.
• Coordinate with Senior Advisors, Associate Advisors, and Paraplanners to ensure timely completion of client service deliverables.
• Assist with onboarding new clients and maintaining accurate client records.
• Prepare and distribute client communications, statements, and other materials as needed.
• Identify opportunities to improve internal processes and enhance the client experience.

Qualifications

Bachelor’s degree in business, finance, marketing, or related field preferred.

• 2+ years of experience in financial services, insurance, operations, or marketing support.
• Familiarity with insurance products and case management a plus.
• Proficiency in Salesforce (or comparable CRM), Microsoft Office, and marketing tools.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Team-oriented mindset with the ability to coordinate and hold others accountable.

Compensation

USD $40,000.00 - USD $100,000.00 /Yr.