Life Insurance Operations Coordinator

About the role

The Life Insurance Operations Coordinator provides foundational support to the operations team by following up with insurance carriers on new business, maintaining accurate records, assisting with documentation and data entry, and handling routine member communication. This position is ideal for individuals beginning their career in life insurance operations, offering exposure to core systems and processes while learning the fundamentals of new business onboarding.

What you'll do

Documentation & Case Management

• Follow and maintain documentation of established processes and systems
• Assist in maintaining accurate application records and system updates, ensuring accuracy and consistency in record-keeping
• Support document scanning, uploading, and case file organization
• Perform routine data entry tasks to ensure application completeness

Member & Carrier Communication

• Communicate internally to support operations team updates
• Learn and begin to engage in basic correspondence with advisors or carriers under supervision
• May initiate or answer routine calls and emails with members; emails may be reviewed for quality control before release

New Business Support

• Follow up with insurance carriers on the status of existing new business applications and fund transfers
• Maintain accurate records in Salesforce to keep members updated
• Shadow and assist with new application intake and routing
• Support coordination efforts with internal departments

Process Improvement & Training

• Participate in in-house and on-the-job training on systems, procedures, and industry basics
• Offer feedback on onboarding experience for continuous team improvement

Qualifications

• High school diploma or equivalent required; Associates degree preferred
• Insurance industry experience preferred

Job Family Competencies

• Effective interpersonal and relationship-building skills
• Ability to multi-task and manage multiple cases with accuracy
• Team-oriented mindset with a proactive, problem-solving approach
• Strong organizational skills and high attention to detail
• Clear and effective communication
• Uphold ethical standards and confidentiality

Functional Competencies

• Willingness to learn life insurance and underwriting
• Strong time management skills
• Basic proficiency with Microsoft Office
• Accurate data entry
• Ability to follow documented procedures

Core Competencies

• Extreme Ownership
• Day One Mentality
• Selfless
• Customer-Obsessed
• Culture Mindset
• Long-term Thinking

Come do business, and life, with us! 😊