Insurance Business Operations Specialist

23 hours ago


Dallas, Texas, United States M Financial Group Full time

M Financial Group is a community of leaders comprising the best and brightest minds in the life insurance industry. As a progressive force committed to advancing the interests of clients, communities, and the industry as a whole, M Financial Group has become a powerful force over 40 years.

Our solutions are rooted in diverse expertise, collaborative innovation, and comprehensive support. We strive for excellence in every role, embracing a dynamic mindset that drives success in an ever-evolving environment.

M Financial Group provides a professional community where individuals from diverse backgrounds and perspectives come together to build and support best-in-class solutions. This position offers Back Office Support in life insurance new business operations, delivering exceptional service to Member Firms.

Responsibilities:

  • Provide top-notch life case management and new business operations support for the Back Office
  • Assist in building and implementing systems for Back Office case management and new business operations
  • Develop, document, maintain, and improve processes and procedures
  • Collaborate with stakeholders to develop and implement operational reporting and dashboards
  • Partner with the Back Office teams and other departments to achieve common goals

Requirements:

  • A minimum of 5 years' experience in case management and/or life underwriting is required
  • Strong understanding of insurance products, concepts, and terminology
  • Familiarity with common medical conditions and terminology
  • Exceptional customer service and interpersonal skills
  • Excellent communication and problem-solving skills

Benefits:

  • A competitive salary range between $60,000-$80,000 per annum, commensurate with relevant experience
  • An annual incentive plan bonus
  • A comprehensive benefits package, including medical, vision, dental, short-term and long-term disability insurance, life insurance, modern health therapy and coaching, empathy bereavement support, employee assistance program, FSA, HSA, and 401(k) match
  • Tuition assistance

Work Environment:

  • This position is based on-site at our offices in Uptown at the Quad in Dallas, TX, with flexibility to work one day remotely
  • A normal office environment with desk assignment
  • Extensive use of PCs, computer terminals, displays, keyboards, and mice
  • Potential for light travel


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