Operations Coordinator

3 weeks ago


Sarasota, United States Northwestern Mutual Full time

**POSITION OVERVIEW**

We are seeking an initiative-driven, detail-oriented individual to be an integral member of a team that supports a fast-paced financial advisor in the Sarasota, FL area. The Operations Coordinator plays an integral role on a Financial Advisor’s team. The Operations Coordinator serves as the authority on ensuring all stages of the insurance process are managed in a timely, detailed and confidential manner.

**RESPONSIBILITIES**

▪ I am able to manage client communication and client service pertaining to insurance

▪ I am organized and able to collect any outstanding reporting documents

▪ I enjoy managing social media and marketing for the team and other business development opportunities

▪ I am confident in my abilities to create referral lists, call potential clients, and maintain client referral log

▪ I can manage key client touchpoints such as birthdays, anniversaries, policy change dates, and policy reviews

▪ I enjoy the idea/experience to oversee underwriting process and ensure all stages of the insurance process are managed in a timely, detailed, and confidential manner. Some responsibilities include:

- Collect outstanding documents including pay stubs, underwriting history, medical history, and medical records
- Schedule medical exams
- Manage all client communication and client service pertaining to insurance

**IDEAL CHARACTERISTICS**

▪ I am highly detailed-oriented with excellent written and oral communication skills

▪ I have an aptitude for interpersonal relationship building

▪ I am an organized self-starter with the ability to anticipate and problem solve

▪ I have demonstrated high level of confidentiality and professionalism

**REQUIRED QUALIFICATIONS**

▪ Bachelor’s Degree

▪ Florida Life & Health License (2-15), or ability to obtain within 60 days of employment

**PREFERRED QUALIFICATIONS**

▪ Financial services and/or insurance industry experience

▪ Prior Financial Advisor support experience

**COMPENSATION & BENEFITS**

▪ Benefits include subsidized health insurance, PTO, license/credential sponsorship and reimbursement

**ADDITIONAL DETAILS**

▪ Employment Structure: Full Time

▪ Location: 2601 Cattlemen Rd, Sarasota, FL 34232

**COMPANY OVERVIEW**

Northwestern Mutual is among the top financial services companies in the industry, helping clients achieve financial security for over 160 years. Northwestern Mutual Greater Tampa Bay (NMGTB) is the local company that attracts, trains, and develops financial advisor talent for five district offices. NMGTB is governed by five core values: Commitment to Excellence, Serve Passionately, Humble Confidence, Courage and Fun. Our mission is to empower our advisors and clients to reach their dreams. This is an exciting time to be a part of our culture, and our firm is growing. If you align with our core values, we want you to grow with us.

Our focus on doing right by our clients, employees, field force, and community, has earned us premiere national recognition including:
▪ Ranks 111 on the FORTUNE® 500 list

▪ One of the "World's Most Admired" life insurance companies (FORTUNE®, 2020)

▪ One of the Top 10 U.S. Independent Broker-Dealers (Investment News, 2019)

Pay: $45,000.00 - $50,000.00 per year

**Benefits**:

- Flexible schedule
- Health insurance
- Paid time off

Schedule:

- Day shift
- Monday to Friday

Application Question(s):

- Will you be able to reliably commute to Sarasota, FL for this job?

**Education**:

- Bachelor's (preferred)

**Experience**:

- Insurance Industry: 2 years (preferred)

License/Certification:

- FL 2-15 (Health, Life, and Annuities) License (preferred)

Ability to Relocate:

- Sarasota, FL: Relocate before starting work (required)

Work Location: In person



  • Sarasota, United States AEG Full time

    TITLE: Events Coordinator FLSA: Full-time, Salary, Non-Exempt LOCATION: Sarasota, FL JOB SUMMARY: This position will be responsible for coordinating events and fan experience for Florida Operations. This position will report to the Manager, Events and Administration. Responsibilities include but are not limited to: Assist Manager, Events and...


  • Sarasota, United States BJ's Wholesale Club Full time

    Join our team of more than 34,000 team members, supporting our members and communities in our Club Support Center, 235+ clubs and eight distribution centers. BJ’s Wholesale Club offers a collaborative and inclusive environment where all team members can learn, grow and be their authentic selves. Together, we’re committed to providing outstanding service...

  • Project Manager

    2 weeks ago


    Sarasota, United States Ceres Environmental Operations Full time

    **Job Title**: Project Manager **Position **Summary**:Plans, directs, and coordinates activities of designated disaster recovery projects to ensure that the project goals and objectives are accomplished within prescribed time frame and funding parameters. **Duties & Responsibilities**: - Provide management oversight for all phases of project including...


  • Sarasota, United States Interior Logic Group Full time

    Looking to build your career and design your future? You have come to the right place. Descriptive Summary The Production Coordinator is responsible for the day-to-day activities of a company operation. This position will assist in the implementation of policies and procedures, customer/client resolutions, and project management. Essential Functions -...


  • Sarasota, United States Randstad North America Inc. Full time

    Administrative Assistant - Sarasota, FL34234 (On-Site) Hiring urgently for our local office here in Sarasota, FL for an experienced administrative assistant to run front of the office operations with a great culture setting as well as a very reputabl Coordinator, Administrative, Administrative Assistant, Staffingby Jobble

  • Mail Coordinator

    6 days ago


    Sarasota, United States Dental Care Alliance Full time

    Overview: We are currently looking for a Mail Coordinator for our Corporate office located in Lakewood Ranch, FL. This is a full-time position. This position will be responsible for using a high speed scanner, accessing insurance company websites, sorting and processing mail, and depositing insurance checks. The compensation for this position is...


  • Sarasota, United States Yellowfin Owners Group Full time

    If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. FULL TIME Yellowfin Yachts, Sarasota, FL, US 7 days ago Requisition ID: 1016 Job Title: EHS Coordinator Company Overview: Yellowfin Yachts is a renowned manufacturer of high-quality boats, known for its...


  • Sarasota, United States Interior Logic Group, Inc. Full time

    Looking to build your career and design your future? You have come to the right place. Descriptive Summary The Production Coordinator is responsible for the day-to-day activities of a company operation. This position will assist in the implementation of policies and procedures, customer/client resolutions, and project management. Essential...


  • SARASOTA, United States Harmar Mobility, LLC Full time

    Want a fulfilling job while working for a Great Place to Work-certified company? Looking for opportunities to grow in your position and enhance your craft? Do you enjoy working with a team, where your opinions and ideas are strongly valued? Lift your Project Coordinator, Project Management, Business Analyst, Coordinator, Business, Business Operations,...


  • Sarasota, United States 5MP Business Group Full time

    At 5M Promotions, our company is growing at a tremendous pace and we are looking for new individuals to join us in our expansion. We are looking to bring on a new Promotional Sales Coordinator who is highly motivated and outgoing. 5M Promotions is partnered with some of the leading telecommunications companies in the world and has represented our clients in...

  • Section Coordinator

    3 weeks ago


    Sarasota, United States HCA Florida Sarasota Doctors Hospital Full time

    **Introduction**: Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Section Coordinator with HCA Florida Sarasota Doctors Hospital you can be a part of an organization that is devoted to giving back! **Benefits**: HCA Florida Sarasota Doctors Hospital, offers a total rewards package that supports...

  • Section Coordinator

    4 days ago


    Sarasota, United States HCA Florida Sarasota Doctors Hospital Full time

    **Introduction**: Last year our HCA Healthcare colleagues invested over 156,000 hours volunteering in our communities. As a(an) Section Coordinator with HCA Florida Sarasota Doctors Hospital you can be a part of an organization that is devoted to giving back! **Benefits**: HCA Florida Sarasota Doctors Hospital, offers a total rewards package that supports...


  • Sarasota, United States 5MP Business Group Full time

    At 5M Promotions, our company is growing at a tremendous pace and we are looking for new individuals to join us in our expansion. We are looking to bring on a new Promotional Sales Coordinator who is highly motivated and outgoing.  5M Promotions is partnered with some of the leading telecommunications companies in the world and has represented our clients...

  • Events Coordinator

    3 weeks ago


    Sarasota, United States Michaels Full time

    Store - SARASOTA/UNIVERSITY, FLPlan, coordinate, and facilitate events (including kids birthday parties) within a Michaels store to provide a stress-free, fun, and engaging experience for guests. Deliver friendly customer service by helping customers shop at our store and find what they’re looking for. Ensure all customers receive a fast and friendly...

  • Events Coordinator

    2 weeks ago


    Sarasota, United States Michaels Full time

    Store - SARASOTA/UNIVERSITY, FLPlan, coordinate, and facilitate events (including kids birthday parties) within a Michaels store to provide a stress-free, fun, and engaging experience for guests. Deliver friendly customer service by helping customers shop at our store and find what they’re looking for. Ensure all customers receive a fast and friendly...

  • Forklift Operator

    3 weeks ago


    Sarasota, United States JMI Resource Full time $18

    About the JobJOB TITLE: Forklift OperatorLOCATION: Sarasota, FL.PAY RATE: $17.50 per hour.HOURS: Monday - Saturday - Second shift.MUST HAVE THE FOLLOWING: Driver's License.Skid Steer.Forklift experience to be considered for this position.ESSENTIAL JOB FUNCTIONS:Operates forklift to move baled material and to load and unload trucks.Operates skid steel...

  • Forklift Operator

    2 weeks ago


    Sarasota, United States JMI Resource Full time $18

    About the JobJOB TITLE: Forklift OperatorLOCATION: Sarasota, FL.PAY RATE: $17.50 per hour.HOURS: Monday - Saturday - Second shift.MUST HAVE THE FOLLOWING: Driver's License.Skid Steer.Forklift experience to be considered for this position.ESSENTIAL JOB FUNCTIONS:Operates forklift to move baled material and to load and unload trucks.Operates skid steel...


  • Sarasota, United States sns0331 Full time

    Job DescriptionJob DescriptionThe dressing table operator is expected to dress, plate, inspect, coordinate and expedite all food for the service staff and drive thru operator.Essential (primary) Functions:The primary responsibility of the dressing table operator is to dress, plate, inspect, and coordinate orders to ensure that orders are prepared in a timely...

  • Clinical Team Support

    3 weeks ago


    Sarasota, United States Concierge Home Care Full time

    Concierge Home Care is growing, and we are actively hiring a Clinical Team Support/Scheduling Coordinator to join our Sarasota, FL team! What is a Clinical Team Support/Scheduling Coordinator? The Clinical Team Support/Scheduling Coordinator is responsible for administrative functions to assist the Agency’s clinical team operations in scheduling...


  • Sarasota, United States BVI Medical Full time

    Job Requisition Name Warehouse/Facilities Coordinator Job Requisition No VN7925 Work Location Name USA - Sarasota Worker Basis Full Time Worker Type Employee Applications Close Date Purpose The purpose of this position is to perform and coordinate all shipping and receiving activities for incoming/outgoing goods, raw materials, chemicals, etc. following ISO...