Job Title: Insurance Operations Coordinator
Job Type: Full-time
Pay: $65,000 to $85,000 per year (depending on qualifications and experience)
Location: Omaha, NE
Benefits:
- Health, Dental, Vision, and Disability Insurance
- Paid Time Off (PTO)
- Retirement Savings Plan (401K) with company match
- Professional development assistance and opportunities for growth within the firm
Work Schedule:
- Monday to Friday
- Around 45 hours per week with flexibility for some remote work
Company Overview:
A prestigious financial planning and advisory firm, has served clients across more than 40 states for 27 years. Specializing in wealth management, retirement, estate planning, and comprehensive insurance coverage, we were recognized by Forbes Magazine as a Top 20 Financial Security Practice in the U.S. in 2024. We also proudly rank as #2 in the Northwestern Mutual network nationwide.
Job Description:
As an Insurance Operations Coordinator, you will support our advisor team in managing the underwriting process for life, disability, and long-term care insurance contracts for clients. Depending on experience, this role may be filled at different levels (Coordinator, Lead, or Manager). The role demands a responsible, detail-oriented, highly organized individual with a collaborative mindset at all levels. You will work closely with team members and partners at the Northwestern Mutual home office to deliver a superior client experience.
This is a salaried position with no sales or business development required. We’re seeking someone eager to grow and develop in the financial services field, with the potential to evolve into future leadership roles within the firm.
Main Responsibilities:
- Manage the underwriting of life insurance, disability, and annuity products.
- Oversee application flow and schedule medical exams.
- Communicate effectively with clients, underwriters, producers, and team members during the underwriting process.
- Organize and manage case inventory and maintain tracking reports.
- Run insurance illustrations and in-force ledgers.
- Efficiently fund and refund life insurance premiums.
- Monitor existing client policies for rating reconsideration opportunities.
- Assist with routine client service matters via phone, email, and website.
- Maintain compliance with account operations and insurance-related processes.
Desired Skills and Experience:
- Attention to Detail: Exceptional organizational skills and a commitment to accuracy.
- Discretion & Judgment: Ability to handle sensitive information with the highest level of professionalism.
- Problem-Solving: Proactive in resolving issues and working through challenging situations with limited authority.
- Adaptability: Comfortable working in a fast-paced, ever-changing professional environment.
- Education: Bachelor’s Degree in Finance, Accounting, Economics, or a related field.
- Insurance Licensing: Life & Health insurance license preferred, or must be obtained within 90 days of hire.
Career Growth:
Our company is committed to nurturing the growth of its team members, with a focus on transitioning talented individuals into leadership and executive roles. If you’re eager to learn and grow in the financial services industry, this is the ideal opportunity. We offer mentorship from experienced professionals, including CFAs, Certified Financial Planners (CFPs), and former executives (Presidents, CFOs, and COOs).
The role offers an excellent learning environment with abundant opportunities for career advancement and leadership development. The team’s culture is fast-paced, collaborative, and achievement-oriented, focused on each individual’s personal and career growth.
Win Today. Secure Tomorrow.
Join a top-rated team dedicated to excellence in financial services. Apply today!
