Life Insurance Operations & Service Cleveland (Mayfield Heights), Ohio

Insurance Services & Operations Professional Ancora is seeking a life insurance operations and service professional to manage and oversee insurance policy servicing and operational processes for individuals, families and businesses. The incumbent will serve as a key liaison among clients, carriers, advisors and internal teams to ensure applications and policy servicing matters are handled accurately and efficiently. While primary responsibility for underwriting coordination resides with the Case Manager, this role provides support and backup as needed to maintain continuity and ensure a seamless client experience. In addition, the incumbent will support ongoing policy administration, helping ensure coverage remains aligned with clients' evolving financial, tax and estate planning strategies. Location This position is located at Ancora's Cleveland (Mayfield Heights), Ohio, office. No remote option. Duties & Responsibilities Policy Management & Client Service ›Manage client service requests, including policy changes, beneficiary updates, investment reallocations and premium adjustments. ›Coordinate with carriers to obtain required documentation such as illustrations, cost basis information and premium histories. ›Proactively monitor upcoming premiums and reach out to clients to prevent policy lapses. ›Monitor the Ancora insurance inbox, ensuring timely responses to client and partner inquiries. ›Maintain accurate policy records and documentation within internal systems. Internal Systems & Process Improvement ›Support and enhance SmartOffice CRM functionality to improve case tracking, reporting, and policy servicing workflows. ›Identify and implement process improvements to enhance service delivery. ›Develop and maintain standardized procedures to promote consistency and operational excellence. Internal Relationships & Collaboration ›Partner closely with the Case Manager and broader insurance team to support new business processing and ongoing client engagements. ›Serve as a primary resource for wealth advisors regarding policy servicing, premium monitoring and insurance summaries. ›Provide timely updates and clear communication to advisors regarding application status and servicing matters. ›Support integration of insurance planning within broader wealth management strategies. Qualifications ›High School Diploma, required, or Bachelor's Degree, preferred ›Life & Health Insurance license and certifications, preferred ›3+ years of life insurance experience, preferred ›3+ years of experience in customer service and operations, preferred Ancora Holdings Group LLC is the parent company of four registered investment advisers with the United States Securities and Exchange Commission; Ancora Advisors, LLC, Ancora Alternatives, LLC, Ancora Private Wealth Advisors, LLC, Ancora Retirement Plan Advisors, LLC. In addition, it owns two insurance agencies: Ancora Insurance Solutions LLC and Inverness Securities LLC. Inverness Securities is a

FINRA & SIPC

member broker dealer.