Insurance Operations Associate
Wealth Coast – Wealth Management & Insurance Solutions at is a financial planning services firm affiliated with Northwestern Mutual Private Client Group. Our mission “Get the most of out of life” drives how we engage with our clients, and we pride ourselves in providing comprehensive financial planning to clients that begins with a discovery process on what is most important to them. We build clients a comprehensive financial plan that integrates all facets of their financial world including private businesses, real estate, and other assets; liabilities; insurance; taxes; and cash flow. Most importantly, we prioritize implementation, flexibility, and achieving goals with a high probability of success.

QUALIFICATIONS

• CA Life, Accident & Health license required
• 3+ years of industry experience
• Northwestern Mutual experience preferred
• Strong ability to communicate financial principles and concepts simply and clearly and to get clients to implement planning recommendations
• Thoughtful, approachable, respectful, and empathetic; yet also self-confident and a strong leader
• History of clean compliance record
• Efficient with Microsoft Office Suite, especially CRM, Word, Outlook, Excel & Adobe Acrobat
• Excellent communication (verbal and, especially, written) skills
• Extremely high attention to detail and ability to work with a close-knit team
• Ability to document work processes, streamline tasks for efficiency, and ensure work is done accurately
• Work collegially and productively with clients, peers, and other team members
• Publicly represent the firm’s strategic brand

ROLE

Wealth Coast is currently looking to add an Insurance Operations Associate to our team. This role is centered around facilitating new policy acquisition and delivering exceptional client services. Responsibilities include acting as a liaison to expedite underwriting processes, service insurance policies including handling policy changes, and coordinating insurance claims. The position requires collaboration with client onboarding and planning teams to ensure seamless operations and compliance, leveraging new initiatives to enhance service delivery.

ADDITIONAL RESPONSIBILITIES

• Collaborate with leadership team to find the best solutions for unique client situations and creatively problem solve issues that arise within core client services
• Develop a solid understanding of the firm’s insurance operations, pilot new programs and manage compliance to ensure the practice exceeds standards
• Determine how best to take advantage of new Northwestern Mutual insurance initiatives
• Complete annual split-dollar calculations and provide documentation to clients
• Ensure that all tasks are documented and kept up-to-date in CRM Opportunities and Tasks as defined by the firm’s workflow procedures
• As needed, collaborate with other operations teammates (e.g. investment ops, service advisor, etc.) to achieve seamless on-boarding of new clients, efficient execution of plan implementation, and coordinated client communication