Insurance Operations Manager

Position: Insurance Operations Manager
Job Type: Full-Time, Remote
Working Hours: 8:30 AM to 5:00 PM EST, Monday to Friday
Compensation: $2,500-$3,000/month (salary based on assessment)

About the Company
A dynamic Insurance Marketing Organization (IMO) dedicated to providing top-tier support to their agents. Known for a relaxed yet professional work environment, they emphasize teamwork and efficiency to drive success.

Job Summary
We are seeking a proactive, detail-oriented, and highly organized Insurance Operations Manager to join our team. This role goes beyond traditional administrative tasks, requiring a strong understanding of the life insurance industry, excellent problem-solving abilities, and the capacity to foster relationships with agents and carriers. You will serve as a crucial liaison, ensuring seamless operations, timely support, and an outstanding agent experience.

Key Responsibilities

Recruiting & Onboarding

• Assist in onboarding licensed agents, ensuring seamless contracting with insurance carriers.

• Manage documentation to avoid channel conflicts with previous distributions.

Training Support

• Help agents familiarize themselves with various carrier portals, products, and nuances in the insurance process.

• Provide training on running life insurance and annuity illustrations, accessing forms, and navigating digital systems.

Case Management

• Guide agents through their first few cases, ensuring quality applications and accurate submissions to carriers.

• Serve as a liaison between agents and carriers, resolving outstanding requirements and ensuring efficient case management.

Operational Support

• Answer inbound calls from agents, providing exceptional service and solutions.

• Maintain precise records, follow up on time-sensitive tasks, and coordinate with carrier underwriting departments.

Digital Marketing Support (Preferred)

• Assist in developing marketing funnels for agent recruitment and lead generation using tools like GoHighLevel (or similar platforms).

• Help manage digital campaigns for recruiting agents and generating insurance leads for end clients.

• Work with digital marketing databases and assist with managing campaigns until the administrative workload reaches its full capacity.

• Contribute to the execution of major marketing campaigns planned for the next quarter.

Process Improvement

• Identify opportunities to streamline workflows and enhance efficiency.

Qualifications

• Minimum of 5 years of experience in the life insurance or financial services industry (e.g., underwriting, customer service, or similar roles).

• Proven administrative expertise with exceptional organizational and multitasking abilities.

• Strong problem-solving and critical-thinking skills.

• Outstanding verbal and written English communication skills (C1/C2 proficiency).

• Familiarity with life insurance products, carrier portals, and industry terminology.

• High energy, adaptability, and professionalism to handle a fast-paced environment.

• Proficiency in Google Suite (Docs, Sheets, Slides).

Why Join Us?

• Be part of an industry that makes a meaningful impact, supporting agents in helping clients during critical life moments.

• Enjoy a collaborative and supportive team environment.

• Opportunities for long-term growth and stability.

• A modern, relaxed work atmosphere with casual work attire.

#LI-NC1