Top Tech Jobs & Startup Jobs

Processes new client applications by reviewing accuracy and completeness, verifying documentation, entering applicant information, communicating with advisors, and ensuring regulatory compliance. Maintains application records, supports internal teams, addresses inquiries, protects confidential information, and identifies process improvements to increase efficiency.

Creates and delivers branded marketing, corporate communications, digital, print, social, presentation, and event assets. Translates creative direction into production-ready designs, maintains brand consistency across campaigns and channels, develops event branding and environmental graphics, prepares production files, collaborates with marketing and creative teams, incorporates feedback, and manages multiple projects and deadlines.

Processes and manages new insurance agent contracting submissions, verifies licensing and documentation, submits paperwork to carriers, tracks pending appointments, updates CRM records, and communicates with agents, carriers, and internal teams to ensure timely onboarding and compliance.

Reviews advisory, brokerage, and insurance business for completeness, suitability, and regulatory compliance. Supports principal approvals, advisor disclosures, questionnaires, training, branch audits, advertising reviews, trade surveillance, regulatory inquiries, examinations, and compliance recordkeeping. The role also provides guidance to advisors, tracks corrective actions, maintains compliance books and records, and improves internal procedures and tools.

Processes annuity new-business requests for financial professionals, applying knowledge of insurance carriers, products, websites, procedures, and regulations. Provides proactive customer service, education, and communication while maintaining quality and productivity standards. Builds relationships with producers, communicates operational changes, resolves issues, and uses sound judgment to support customers and business partners. The role also requires familiarity with third-party platforms such as FireLight, SureLC, and RegEd.

Sell life, long-term care, and disability income insurance to clients and advisors through discovery, needs analysis, solution explanation, applications, and underwriting follow-through. Manage sales activity, incoming and preset calls, pending business, and cases through purchase. Explain insurance, estate planning, business planning, asset leveraging, 1035 exchanges, and coverage needs while meeting sales quotas and supporting referral sources.

Leads the design and maintenance of automated data systems for insurance commission processing, accounts payable, payroll reconciliation, and agency payments. Builds ingestion, validation, normalization, reconciliation, mapping, encryption, and self-service tools. Manages agent and agency master data and cloud-hosted infrastructure with backup and recovery capabilities. Improves financial operations by replacing manual spreadsheet workflows with secure, scalable, auditable pipelines.

Provides customer service and operational support for new business processing in insurance and financial services. Responds to routine inquiries, tracks application and case statuses in internal and carrier systems, coordinates updates with internal teams and external partners, and supports service-level goals. Participates in training on insurance products, carrier platforms, and compliance procedures.

Creates and supports business-facing design work while managing customer relationships, project deliverables, communications, timelines, data entry, and administrative tasks. The role requires analyzing business requirements, coordinating with project teams, handling multiple projects, and learning insurance and financial industry concepts. Strong communication, organization, attention to detail, and advanced Microsoft skills are required.

The Business Analyst partners with stakeholders to gather needs, define requirements, analyze operational data, improve processes, assess risks, support system design and configuration, create testing documentation, assist with user acceptance testing and training, and contribute to project management. The role emphasizes operational efficiency, data-driven recommendations, compliance, system functionality, and continuous process improvement across Agency Operations.