What are the responsibilities and job description for the New Business Operations and Client Service Lead (Life/Annuity) position at Questpro?
Title: New Business Operations and Client Service Lead (Life/Annuity)
Product: Life, Annuity
Areas: New Business, Policy Owner Services, Sales/Producer Support, Admin, Compliance
Full time Perm: Yes
Compensation: $75,000 - $90,000 (including bonus)
Company Overview: Growing Life/Annuity Insurance brokerage firm is seeking experienced candidates who can continue our long-standing commitment to building strong business relationships through exceptional administration and service.
Position Overview: We are looking for a highly organized, detail-oriented individual who thrives in a fastpaced environment and takes pride in ensuring excellence in administrative execution, internal operations and process improvement. This role is ideal for someone who enjoys operational and administrative tasks related to Insurance New Business and Policy Owner Service, improving process and systems, and serving as a go-to resource for internal and external stakeholders. This position will directly support some of the firm’s key sales Producers and their partnerships, playing a critical role in advancing how we deliver on high-level commitments with excellence.
Responsibilities
Customer Service: Act as initial contact person and handle client questions for policyholders and internal stakeholders. Help to resolve issues related to inforce and incoming policies and clients.
Policy Administration: Help lead process for new applications, renewals, policy change requests, claims processing, and billing. Need an eye for detail on documentation and submission materials.
Operations Support: Manage and improve on process for administrative workflows and internal systems. Oversee data entry, record maintenance, and document handling while ensuring accuracy of data and information.
Reporting: Ensure that we are following industry standard for compliance, legal and regulatory standards. Help to develop and deliver reports on policy activity, claims status, and related metrics.
Product knowledge: Requires a strong understanding of Life Insurance and Annuity products. Any experience with COLI, BOLI, PPVUL or Non Qualified Executive Benefit Plans is a plus.
Qualifications
Would you like to be considered for this outstanding opportunity? Then please email your resume to Jason Keck at jkeck@quesstpro.com
Product: Life, Annuity
Areas: New Business, Policy Owner Services, Sales/Producer Support, Admin, Compliance
Full time Perm: Yes
Compensation: $75,000 - $90,000 (including bonus)
Company Overview: Growing Life/Annuity Insurance brokerage firm is seeking experienced candidates who can continue our long-standing commitment to building strong business relationships through exceptional administration and service.
Position Overview: We are looking for a highly organized, detail-oriented individual who thrives in a fastpaced environment and takes pride in ensuring excellence in administrative execution, internal operations and process improvement. This role is ideal for someone who enjoys operational and administrative tasks related to Insurance New Business and Policy Owner Service, improving process and systems, and serving as a go-to resource for internal and external stakeholders. This position will directly support some of the firm’s key sales Producers and their partnerships, playing a critical role in advancing how we deliver on high-level commitments with excellence.
Responsibilities
Customer Service: Act as initial contact person and handle client questions for policyholders and internal stakeholders. Help to resolve issues related to inforce and incoming policies and clients.
Policy Administration: Help lead process for new applications, renewals, policy change requests, claims processing, and billing. Need an eye for detail on documentation and submission materials.
Operations Support: Manage and improve on process for administrative workflows and internal systems. Oversee data entry, record maintenance, and document handling while ensuring accuracy of data and information.
Reporting: Ensure that we are following industry standard for compliance, legal and regulatory standards. Help to develop and deliver reports on policy activity, claims status, and related metrics.
Product knowledge: Requires a strong understanding of Life Insurance and Annuity products. Any experience with COLI, BOLI, PPVUL or Non Qualified Executive Benefit Plans is a plus.
Qualifications
- Bachelor’s degree preferred.
- 3 years proven experience in an administrative/operational support role in the Insurance industry, similar to New Business, Policy Owner Services, Sales Support, etc.
- Strong organizational skills with an eye for data integrity and meeting deadlines.
- Professional communication skills able to work effectively with executives and external
- High attention to detail, follow-through, and urgency in execution.
- DocuSign and Excel proficiency preferred.
- Salary, PTO, work life balance and performance-based bonuses
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan with company match
- Professional development opportunities.
Would you like to be considered for this outstanding opportunity? Then please email your resume to Jason Keck at jkeck@quesstpro.com
Salary : $75,000 - $90,000