Top Operations & Support Jobs

Lead end-to-end customer experience strategy for Insurance Operations, integrating insights, quality, fraud, risk, payments and retention. Drive journey improvements, governance, scorecards, cross-functional initiatives, and build a high-performing multidisciplinary team to improve service, retention, compliance, and business outcomes.

Provide advanced administrative support to a leader and team, including calendar and travel management, meeting coordination, document and presentation preparation, expense and budget support, office logistics, records maintenance, action-item tracking, and handling confidential information.

Provide phone-based operational support for advisors and clients on managed account and trading platforms. Facilitate transaction requests and account administration, serve as platform subject-matter expert, identify process improvements, assist consultant and portfolio specialist teams, and follow daily schedules and personal brokerage reporting requirements.

Process and manage life insurance new business cases from submission through commission payment. Perform good-order reviews, policy prep, cancellations, and follow-up on outstanding requirements. Maintain case status, meet SLAs, ensure regulatory compliance (AML, privacy), coordinate with distributors and internal teams, support continuous improvement, and provide backup Concierge support as needed.

Lead post-decision reviews of LTC and IDI underwriting to ensure accuracy and consistency; analyze morbidity underwriting trends; build dashboards and reports; recommend guideline, training, tool, and process improvements; partner with underwriting, product, and modernization teams to implement changes and support governance.

Provide day-to-day customer service to insurance agents and clients, manage new business policy applications and underwriting requirements, coordinate with vendors and underwriters, process transactions for life products and annuities, answer calls and support in-person agent needs within a hybrid office environment.

Provide onsite administrative and operational support to the Managing Partner and agents, serve as first point of contact, manage AP/AR and purchase card reconciliation, handle mail and facilities issues, coordinate onboarding and meetings, and perform other office duties to ensure smooth general office operations.

Lead deep discovery and documentation of end-to-end life insurance policy administration processes. Conduct interviews and workshops with SMEs, produce process maps and artifacts, analyze complexity and risks, identify simplification opportunities, and support modernization, migration, and system replacement efforts while collaborating with product, engineering, QA, and delivery teams.

Evaluate and adjudicate initial and ongoing disability, HIP, Office Overhead, and Critical Illness claims. Independently manage a caseload of ~125-150 claims, determine liability and benefit eligibility, respond to appeals, communicate with claimants and stakeholders, meet timeliness standards, and document decisions accurately.

Support insurance agents and clients through the new business process by coordinating underwriting requirements, processing applications and policy changes, answering inquiries via phone and electronic communication, and performing in-person office support. Ensure accurate workflow for life products, annuities, billing, and accounting entries while providing excellent customer service.