Insurance Operations Associate

The ideal candidate for this role is a proactive, independent, and well-organized professional with the ability to interface well with all colleagues and clients. The primary focus is to provide operational support in the Risk (Insurance) line of business, ensuring quality and prompt service to all clients.

• Work with clients to complete applications.
• Review applications and policy changes for completeness and accuracy.
• Arrange medical, paramedical, and any exams required for underwriting.
• Interact with underwriters during the underwriting process as necessary.
• Responsible for policy delivery and delivery reporting requirements.
• Responsible for the processing of dividend changes, policy changes, beneficiary and ownership changes, billing and payment updates, loan and surrender processing, reinstatements, reconsiderations, and death claims.
• Communicate with clients for additional data needed for completion of tasks.
• Prompt response to client service requests professionally via direct phone contact and e-mail.
• Thoroughly document details of all client service.
• Respond promptly to team requests for servicing or data changes and all related questions.
• Provide general administrative support as needed.
• Completes other related projects as assigned.

Required

• PA Life, Accident & Health Insurance License (must have or obtain within first 45 days of employment)
• Ability to manage time effectively to prioritize and meet daily requirements and deadlines
• Ability to maintain a high degree of confidentiality and diplomacy, while adhering to regulatory and company compliance requirements
• Strong communications skills (written and verbal), with the ability to collaborate effectively with team and others
• Proficient in Microsoft Applications, i.e., Outlook, Word, Excel

Preferred

• FINRA Registration SIE, Series 6 or 7, and 63 Licensing (Obtain within first two years of employment)
• Bachelor’s degree in Business, Finance and/or equivalent work experience beneficial
• Proficient in CRM, PX
• Minimum of 1 year Northwestern Mutual experience
• Customer service experience beneficial

• Unlimited paid time off (PTO)
• Health, dental, and vision benefits
• Employer paid life, AD&D, STD, and LTD
• Licensing and designation support

Fortivus Wealth Group is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Fortivus Wealth Group makes hiring decisions based solely on qualifications, merit, and business needs at the time.