Insurance Operations Specialist Position Available In Pinellas, Florida

Insurance Operations Specialist Northwestern Mutual Greater Tampa Bay Clearwater, FL Job Details Full-time $72,408 – $96,828 a year 1 day ago Benefits Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications Microsoft Word Microsoft Excel Microsoft Outlook Customer service Mid-level Microsoft Office Analysis skills Bachelor’s degree Client services Financial planning experience within finance Life & Health Insurance License 2 years Communication skills Time management Full Job Description

COMPANY OVERVIEW

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. In a company with such a long and storied history, this may be the most exciting and important time to be a part of Northwestern Mutual. We’re strong, innovative, and growing. Four Anchors Wealth Management, affiliated with Northwestern Mutual, provides individuals and families with peace of mind by offering comprehensive financial, tax, estate, and insurance planning services. Four Anchors Wealth Management is driven by our deeply rooted values, centered on trust, integrity, and a commitment to building a lasting legacy. Through our trusted expertise, personalized approach, and a culture of care, we strive to empower our clients to navigate their financial journeys with confidence and secure a prosperous future.

POSITION OVERVIEW

The Insurance Operations Associate plays an integral role on a Financial Advisor’s team. We are seeking a detail-oriented individual with client service experience to be an integral member of Four Anchors. The ideal candidate will have an active interest in the financial services industry and desire for professional growth. This role requires a high degree of organizational capability, strong communication skills and ability to work both independently and as part of a team. This is an exciting opportunity as the role and accompanying responsibilities have the potential to evolve as the Advisor’s practice grows.

Insurance Operations:

Track all stages of the insurance process Oversee underwriting process and ensure all stages of the insurance process are managed in a timely, detailed, and confidential manner.

Responsibilities include:

Prepare and submit appropriate applications and follow-up with underwriter Collect outstanding documents including pay stubs, underwriting history, medical history, and medical records Schedule medical exams Collect any outstanding reporting documents Oversee policy delivery to client Deliver excellent client service by preparing timely and precise communications such as emails, reports, and other correspondence Create and maintain compliant electronic client folders

IDEAL CHARACTERISTICS

Strong attention to detail, accuracy, and reliability Orientation toward working independently, with a strong sense of ownership and follow-through Strong analytical, problem solving, and written and verbal communication skills Ability to thrive in a fast-paced team environment Demonstrated organizational and time management skills with ability to set priorities and meet deadlines Strong sense of professionalism and discretion required High degree of initiative, ownership, and follow-through High degree of helpfulness and willing to serve as a resource Customer service experience

REQUIRED QUALIFICATIONS

Bachelor’s Degree Florida Life & Health License (2-15) or ability to obtain within 60 days 2+ years financial operations experience Proficient in Microsoft Office applications – Outlook, Word, Excel

PREFERRED QUALIFICATIONS

Prior Financial Advisor support experience

BENEFITS

Health, Vision, & Dental Insurance Short and Long-term Disability Group Life Insurance 401(k) PTO + holiday pay Base Salary Proportionate to experience level Industry licensing and continuing education expenses Personal and professional development opportunities

ADDITIONAL DETAILS

Employment Structure:

Full-time Location:

17757 US Hwy 19 N Suite 100 Clearwater, FL 33764 To learn more: https://www.fouranchorswm.com/ As part of the Northwestern Mutual hiring process, verification of a candidate’s background will be required, which includes Federal Bureau of Investigation fingerprint submission for review against nationwide fingerprint records.

Job Type:

Full-time Pay:

$72,408.00 – $96,828.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Experience:

Financial Operations:

2 years (Required)

License/Certification:

2-15 (Preferred) Ability to

Commute:

Clearwater, FL 33764 (Required) Ability to

Relocate:

Clearwater, FL 33764: Relocate before starting work (Required)

Work Location:

In person