Insurance Associate, Financial Compliance

At Balefire, we’re redefining what it means to be a financial advisory firm. We believe the future of wealth management is collaborative, innovative, and deeply personal—and we’re building a team that reflects that vision. With a culture centered on trust, shared success, and bold ideas, Balefire empowers employees to make an impact while growing their careers.

If you’re energized by meaningful work, collaborative teams, and continuous learning, Balefire offers a dynamic environment where you can thrive.

We are seeking an Insurance Associate to join our growing Insurance team. This role is ideal for someone who thrives in a detail‑driven environment, enjoys problem‑solving, and is passionate about delivering concierge‑level service to clients, advisors, and carrier partners.

• Policy & Performance Review
  • Review and monitor segment allocations, interest rate returns, new index options, historical performance, and overall average rate of return since policy inception.
  • Oversee Systematic Investment Transfers (SITs) and prepare analysis for advisor and client reviews.
• Policy Servicing & Client Support
  • Support plan policies, premium‑financed policies, and bank reporting requirements.
  • Coordinate annual policy reviews, policy performance reporting, and finance company collaboration.
  • Partner with advisors and clients on servicing needs including death claims, policy loans, premium reminders, owner/beneficiary changes, and anniversary notices.
• Underwriting & Case Management
  • Own end-to-end underwriting for Balefire’s highest‑value and most complex cases.
  • Provide concierge‑level coordination with carriers, medical vendors, and advisors, ensuring proactive issue resolution and timely updates.
  • Collaborate on complex illustration scenarios, product‑specific policy loans, and premium strategies (including investment‑funded premiums).
• Process & Compliance Oversight
  • Create, document, and refine SOPs for application intake, requirements ordering, risk assessment, and approval communications.
  • Conduct quarterly audits to eliminate friction and ensure compliance with firmwide standards.
  • Maintain firm‑wide producer licensing and appointments, track renewals, CE credits, and state filings; coordinate with Compliance on regulatory requirements.
• Financial & Medical Reconciliation
  • Reconcile medical records quarterly, determining payment timing and managing reimbursement processes (in collaboration with Accounting & HR).
  • Ensure accurate, timely commission statements by reconciling carrier reports to internal records.
  • Partner with Accounting to resolve discrepancies within 10 business days and maintain audit‑ready files.

• 2–5 years of insurance, financial services, or related experience preferred.
• Strong analytical and organizational skills; ability to manage multiple priorities and deadlines.
• Excellent client service and communication skills.
• Proficiency in Microsoft Office Suite and CRM platforms (experience with Practifi a plus).
• Active life/health insurance license preferred (or willingness to obtain within 6 months).

Balefire offers a competitive compensation package designed to support your professional and personal well‑being. We provide a combination of base salary and performance‑based incentives, along with a robust benefits program that includes:

• Medical, dental, and vision coverage.
• Retirement savings plan with company contributions.
• Health savings and wellness programs.
• Flexible time off and holidays.
• Opportunities for professional development and continuing education.
• A collaborative, people‑centered work environment.

Specific compensation details will be discussed during the interview process.

• Monday through Friday, 8:00 AM – 5:00 PM
• In‑office position

If you’re excited to be part of a growing firm where your contributions make a difference, we’d love to hear from you. Bring your talents to Balefire and help us create a better client experience—together.