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Insurance Operations Specialist – Wealth Management

Job in Exeter, Tulare County, California, 93221, USA
Listing for: Harvest Wealth Group
Full Time position
Listed on 2026-02-19
Job specializations:
  • Insurance
    Risk Manager/Analyst, Insurance Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment firm is seeking an Insurance Client Service Administrator in Exeter, CA, who will own the lifecycle of insurance service work. This role involves managing relationships with insurance carriers, processing claims, and ensuring operational excellence. Ideal candidates will have 3+ years in insurance operations, strong carrier relationships, and a detail-oriented approach. Flexible in-person/hybrid options are available, offering competitive pay and benefits.
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