Lead Advisor · 20 hours ago
Insurance Operations Specialist
Skokie, IL
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $65K/yrLead Advisor, LLC is a leading wealth management firm seeking an Insurance Operations Specialist to support their insurance operations. This role is essential for maintaining efficiency, accuracy, compliance, and exceptional customer service in insurance processes.
ConsultingInformation TechnologySecurity
Responsibilities
Guide clients through the underwriting process for life, disability, long-term care, and annuities
Provide support for servicing insurance products
Manage policy changes and service requests, including premium payments, handling late payments, processing loans, and updating beneficiaries or titles
Prepare insurance illustrations for both new and existing policies
Assist in processing disability, long-term care, and death claims
Collaborate with the investment and planning teams on insurance services when needed
Qualification
Required
Strong understanding of insurance products
Extremely detail-oriented and organized, with the ability to manage multiple tasks effectively
Team-oriented and collaborative
Growth-minded individual, with a proactive approach to learning and professional development
Strong oral and written communication skills for clear client and team interactions
Familiarity with Microsoft Office Suite (Outlook, Excel, OneNote, Word)
Existing Life and Health insurance licenses preferred. If not licensed, expected to be licensed within the first 90 days of employment (company support provided for licensing preparation and exams)
Benefits
401(k)
Work from home
Company
Lead Advisor
Lead Advisor est une plateforme de mise en relation B2B (interentreprises) visant à remplir un double objectif : • Aider les entreprises à la recherche d’un prestataire à définir et formaliser simplement leurs besoins afin de sélectionner le fournisseur idéal • Fournir des leads (clients potentiels) de qualité aux TPE/PME pour leur permettre de se développer commercialement
Founded in 2017
0-1 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase