Insurance Client Service Administrator Remote or in Person

Insurance Client Service Administrator

Exeter, CA

$55,000–$85,000 base + bonuses | Full‑Time | In‑Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only)

You’ve built your career in insurance. You know the carriers, the forms, the back‑office workflows that most people in wealth management have never touched. Now imagine bringing that expertise to a firm that actually needs it—and values it.

At Harvest Wealth Group, we’re a growing investment firm expanding aggressively into insurance. Our team is strong, but as the insurance book grows, we need someone who brings deep carrier knowledge and insurance operations expertise to the table. This role exists to add a specialist to our team who can elevate how we serve insurance clients and help us build a best‑in‑class operation on that side of the business.

We’re a $470M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America—the hard‑working families we’re proud to call clients. Our investment operations are strong and well‑built. Our insurance book is growing fast, with two recent insurance acquisitions, and we need someone who can build the same level of operational excellence on the insurance side.

Our purpose is to obsessively serve our team and clients so they feel known, valued, and loved. That’s not a tagline. It’s how we operate.

• No chaos. No egos. No one left without support.
• Cross‑trained teams so your teammates can fully unplug when they’re off.
• Clear expectations, consistent feedback, and leadership that’s in it with you.

Our investment CSAs are excellent at what they do, and our insurance book is growing fast. We’re at the point where we need someone with deep insurance expertise to join the team and elevate how we serve that side of the business. We’re creating this role to:

• Bring dedicated insurance expertise to a team that’s ready for it
• Give our advisors a go‑to expert who speaks the insurance language fluently
• Add carrier‑level knowledge in‑house as our insurance book grows
• Build a scalable insurance operations foundation alongside our already‑strong investment operations team

You’ll join our centralized operations team as the person who owns insurance service work—the expert our advisors and teammates turn to. You’re also part of the broader team, which means you’ll learn the investment side and contribute to general service coverage so the whole team runs stronger together.

• Own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates, distributions, renewals, and claims processing
• Manage relationships with insurance carriers and their back‑office teams—you already know who to call and how to get things moved
• Process and track insurance cases across variable annuities, fixed annuities, life insurance, and long‑term care products
• Ensure compliance with carrier requirements and state‑specific regulations
• Build and document insurance‑specific workflows and procedures in Practifi so the next person behind you can follow the playbook
• Serve as the go‑to resource for advisors on insurance service questions, carrier processes, and product nuances
• Help train the broader team on basic insurance literacy so coverage doesn’t fall apart when you’re out

Our investment CSAs still own their work—that doesn’t change. But as part of this team, you’ll build foundational investment knowledge so you can pitch in when it counts and provide coverage when teammates are out:

• Handle service requests on existing investment accounts: beneficiary changes, address updates, and general account maintenance
• Provide coverage for the investment team during PTO and peak volume periods
• Learn our custodian platforms (Schwab, Fidelity) through structured training and mentorship from the team
• If you want to grow into the investment side—new business, trading, licensing—we’ll support that path. This role can expand with you.

• Initiate 95% of assigned insurance service tickets within 24 hours
• Complete 95%…