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Life Insurance Operations Specialist

1 month ago

Dallas, Texas, United States M Financial Group Full time
Job Summary

M Financial Group is a community of leaders dedicated to advancing the interests of our industry, communities, and clients. We're seeking a highly skilled Life Insurance Operations Specialist to join our team. This role will provide Back Office Support in life insurance new business operations and deliver exceptional service to Member Firms.

Key Responsibilities
  • Provide life case management and new business operations support for Back Office
  • Assist with building and implementing systems for Back Office case management and new business operations
  • Develop, document, maintain, and improve processes and procedures
  • Coordinate and collaborate with Back Office teams and other teams within the organization
  • Partner with stakeholders to develop and implement operational reporting and dashboards as required to monitor SLAs and KPIs
Requirements
  • Minimum of 5 years case management and/or life underwriting experience
  • Strong understanding of insurance products, concepts, and terminology
  • Familiarity with common medical conditions and terminology
  • Exceptional customer service and interpersonal skills
  • Excellent oral and written communication skills
What We Offer
  • Competitive salary and annual incentive plan bonus
  • Comprehensive benefits package, including medical, vision, dental, short-term and long-term disability insurance, life insurance, and more
  • Opportunities for professional growth and development