Top Operations & Support Jobs

Provide onsite administrative and operational support to the Managing Partner and agents. Serve as first point of contact for agents and visitors, manage phone and mail, coordinate AP/AR, reconcile purchase cards, support onboarding and resource assignments, assist with facility and basic network issues, prepare meetings and conference rooms, and perform other administrative duties. Ensure regulatory-compliant handling of correspondence and support smooth office operations.

Provide onsite administrative and operational support to the Managing Partner and agents, serve as primary point of contact, manage AP/AR and onboarding tasks, handle mail and facility issues, coordinate meetings and resources, and perform additional office duties to ensure smooth daily operations and positive agent/client experiences.

Provide front-line administrative and operational support for a General Office: greet agents/clients, handle phones and mail, manage AP/AR and purchase card reconciliation, coordinate onboarding and resource assignments, assist with facility and local network issues, prepare meeting logistics, and support the Managing Partner and onsite Service Leader to ensure smooth daily operations.

Manage a caseload of absence and short-term disability cases, determine eligibility, process payments, coordinate multiple leave plans (FMLA, PFML, ADA), communicate with claimants, providers, and clients, document case notes, support return-to-work coordination, and ensure compliance with company policies and legal guidelines.

Process and adjudicate voluntary benefits wellness claims (accident, critical illness, hospital indemnity). Verify eligibility, document decisions, resolve basic escalations, communicate outcomes, meet productivity and quality targets, collaborate on trends and improvements, and participate in training for advancement.

Management-training role to prepare for General Office Operations Manager. Train in new-business administration, compliance, agent contracting/licensing, customer service, staff hiring/training, performance management, budgeting, and agent development. Completion of a 1–2 year structured program leads to eligibility for Operations Manager appointment.

Lead a team investigating and resolving complex life insurance and annuity customer complaints. Drive regulatory compliance, root-cause analysis, complaint trend reporting, and cross-functional remediation. Partner with Product, Technology, Compliance, Legal and Field Service to implement process improvements and AI-enabled reporting to improve customer outcomes and provide strategic insights to leadership.

Management training role in a General Office focusing on operations and leadership. Trainee receives procedural, compliance, product, agent contracting, and licensing training plus soft skills, staff management, hiring, budgeting, and agent development. After ~1-2 years, eligible for Operations Manager appointment; role requires FINRA exams and possible relocation and travel.

Provide day-to-day customer service for agents, clients, and field management; manage new business application workflow; coordinate underwriting requirements; process life and annuity policy transactions; answer calls and support in-person agent needs; assist with policy changes, billing, and accounting entries associated with new business.

The Corporate Vice President of Enterprise Release Manager oversees the enterprise release calendar for field-facing applications, ensuring predictable, low-risk releases while collaborating with various stakeholders, driving continuous improvement, and enhancing communication and transparency.