Top Operations & Support Jobs

Supports insurance agents, clients, and field management through the life insurance new business process. Provides customer service, coordinates underwriting requirements, processes applications and policy changes, assists with billing and accounting entries, answers calls, and supports office operations. Requires strong communication, multitasking, administrative, computer, and Microsoft Office skills. The role includes on-the-job insurance training and requires FINRA-related pre-hire fingerprinting.

Leads global production support for mission-critical investment applications across AWS and on-premises environments. Oversees incident, problem, change, and release management; critical incident response; root-cause analysis; observability; automation; and operational governance. Partners with engineering, cloud, infrastructure, vendors, and business teams to improve reliability, compliance, disaster recovery, service levels, and operational efficiency. Mentors distributed support teams and leverages AI-enabled tools to accelerate incident response and knowledge management.

Management training role preparing the associate to become a General Office Operations Manager. Responsibilities include learning insurance administration, compliance, agent licensing and contracting, customer service operations, workflow planning, staff deployment, hiring, training, budgeting, and performance management. The associate will support field management decisions and conduct agent training. Relocation within the United States is required after the 1–2-year development program, with possible travel during training.

Support Medical Underwriting by responding to applicants, TPAs, and underwriters; monitor case progress, prepare reports, and provide status updates. Improve workflows, participate in system testing, perform data entry/indexing, and mentor junior staff while managing multiple priorities with attention to detail.

Handle inbound Variable Annuity calls from agents and policy owners, resolve issues, process in-force transactions accurately and compliantly, compose correspondence, de-escalate complex situations, support projects as a subject matter expert, and contribute to continuous improvement to enhance service delivery.

Review, process, and administer life and disability insurance applications; verify applicant information and medical histories, approve within authority limits, manage work queues and inquiries, support audits, reporting, client transitions, and process improvement initiatives while maintaining quality and service standards.

Coordinate logistics for corporate events, conferences, and internal meetings. Manage vendors, registrations, shipping, catering, budgets, and timelines. Support cross-functional stakeholders, track tasks and vendor deliverables, assist with expense reconciliation, and provide on-site event operations and general team support.

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 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.