Insurance Business Operations Specialist
23 hours ago
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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