Lead Advisor ยท 14 hours ago
Insurance Operations Specialist
Skokie, IL
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $65K/yrLead Advisor is a leading wealth management firm seeking an Insurance Operations Specialist to support their insurance operations. The role is essential for maintaining operational efficiency and compliance while providing exceptional customer service in insurance processes.
ConsultingHuman ResourcesWealth Management
Hiring Manager
Christopher Lydon
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)
Preferred
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)
Company
Lead Advisor
Lead Advisor offers wealth management services, guidance, private research, and a job board for top talent.
Founded in 2020
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Michael Connaughton
Co-Founder
Company data provided by crunchbase