
Insurance Operations Specialist
2 days ago
This role involves working behind the scenes to ensure smooth operations and high-quality client experiences. You will be responsible for managing client workflows, tracking applications, and maintaining accurate records. Your attention to detail and strong organizational skills will enable you to successfully navigate complex insurance processes.
- Main Responsibilities:
- Client Workflow Management: Guide clients through the insurance process from submission to approval, ensuring that all necessary steps are taken and deadlines are met.
- Application Tracking: Monitor the full lifecycle of client applications, including submission, underwriting, and policy activation.
- Data Management: Maintain accurate and up-to-date records in the CRM system, including client information and application status.
- Communication: Provide timely and professional communication to clients, underwriters, and internal team members to keep processes flowing smoothly.
- Operational Support: Identify and resolve operational inefficiencies, improve processes, and streamline tasks as needed.
To succeed in this role, you will need:
- Exceptional Attention to Detail: You must have a keen eye for detail and be able to catch small errors or inconsistencies.
- Strong Organizational Skills: You should be able to manage multiple tasks and prioritize responsibilities effectively.
- Excellent Communication Skills: You will need to communicate clearly and professionally with clients, underwriters, and internal team members.
- Insurance Industry Familiarity: You should have a basic understanding of life insurance processes and terminology.
In this role, you can expect:
- Competitive Salary: A fixed rate of $9,600 - $14,400 per year.
- Remote Work Arrangements: Work from home or remotely, allowing you to achieve a better work-life balance.
- Opportunities for Growth: This is a long-term position with opportunities for raises, bonuses, and professional development.
- Collaborative Team Environment: Work with a driven and transparent team who share your values.
- Professional Development: Access to training and resources to help you grow in your career.
We are a values-based organization dedicated to providing exceptional service to our clients. Our mission is to remove the friction from the insurance journey and make life coverage feel human, trustworthy, and efficient. We are looking for individuals who share our passion for delivering outstanding results and building long-term relationships.
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