Insurance Operations Specialist – Wealth Management

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.
We have an opening for a Insurance Operations Specialist – Wealth Management in Exeter, CA, United States within Finance. This role, Insurance Operations Specialist – Wealth Management at Harvest Wealth Group, could be your next opportunity. Are you ready to take on the Insurance Operations Specialist – Wealth Management role at Harvest Wealth Group? We would love to welcome a new Insurance Operations Specialist – Wealth Management to our team in Exeter, CA, United States.