What are the responsibilities and job description for the New Business Operations Specialist position at TPG Financial?
Franklin, TN | Full-Time | In-Office
About Us
We are a boutique estate and life insurance planning firm in Franklin, TN, serving high-net-worth clients nationwide. We are a close-knit team that combines professionalism with a supportive, growth-oriented culture. Our environment is fast-paced yet collaborative, giving team members the chance to build long-term careers in financial services.
Why Join Us?
This role is designed for someone early in their career who is ambitious, organized, and eager to learn. You don’t need years of insurance experience — we’ll provide hands-on training. If you thrive on details, enjoy problem-solving, and want to be part of a growing, stable firm where your work truly matters, this could be the role for you.
What You’ll Do
- Manage life insurance applications from submission through approval, ensuring files stay on track.
- Coordinate with carriers, providers, and vendors to collect required documents and information.
- Order and track medical records, schedule exams, and follow up on outstanding requests.
- Keep accurate, detailed case notes in our CRM and carrier portals.
- Relay updates to teammates and clients, ensuring next steps are clear and expectations are set.
- Proactively identify missing items and drive cases to completion.
What You’ll Bring
- Bachelor’s degree (or equivalent work experience).
- Strong organizational skills and attention to detail.
- Tech confidence — experience with Excel, DocuSign, CRMs, or carrier portals is a plus (but we’ll train).
- Excellent written and verbal communication skills.
- A positive, dependable, and professional attitude.
- A fast learner’s mindset with ambition to grow.
What We Offer
- Competitive salary, commensurate with education and skills.
- Bonus opportunities based on performance.
- Comprehensive benefits, including health, dental, and vision insurance.
- 401(k) with employer match.
- Paid time off and work-life balance.
- A collaborative, supportive team where your contributions are recognized.
Schedule
- Monday to Friday
- In-person at our Franklin, TN office
Job Type: Full-time
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $50,000 - $60,000