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Insurance Operations Specialist Private Wealth Clients
Job in
Indianapolis, Hamilton County, Indiana, 46262, USA
Listed on 2026-02-18
Listing for:
Lead Advisor
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Services -
Insurance
Financial Advisor
Job Description & How to Apply Below
Location: Indianapolis
A leading private wealth management firm in Indiana seeks an Insurance Operations Associate dedicated to delivering tailored financial solutions and exceptional customer service. In this role, you will manage insurance applications, client communications, and support the financial advisor by maintaining compliance and efficiency in the office. Ideal candidates possess excellent communication skills, critical thinking abilities, and must secure an Indiana Life and Health Insurance License within six months.
This position emphasizes teamwork and adaptability in a fast-paced environment.
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