Salary: $75,000 – $85,000
Job Title: Lead Insurance Operations Associate
Job #: 5437
Location: Albany, NY
Category: Insurance/ Finance
Position Type: Full-time, Permanent

Description: Our client has retained us to recruit for an experienced Lead Insurance Operations Associate to oversee day-to-day insurance operations within their wealth management firm. This individual will serve as a liaison between advisors, clients, and insurance carriers to ensure seamless onboarding, servicing, and processing of insurance business. The ideal candidate brings a strong background in life insurance and annuities, excels in client service, and thrives in a fast-paced, collaborative environment.

Key Responsibilities:

• Oversee insurance case processing from application to policy issuance, ensuring accuracy and timeliness.
• Serve as a subject matter expert for advisors and internal teams on insurance products, underwriting, and operational procedures.
• Manage carrier relationships and escalate service issues as needed.
• Ensure compliance with regulatory and firm guidelines for all insurance transactions.
• Mentor and support junior operations associates and help improve workflow efficiencies.
• Maintain accurate records in CRM and document management systems.
• Coordinate with wealth advisors to align insurance strategies with overall financial plans.
• Identify opportunities to improve processes and enhance the client experience.

Qualifications:

• Bachelor’s degree or equivalent experience required.
• 5+ years of experience in insurance operations, preferably in a financial advisory or wealth management setting.
• Strong knowledge of life, disability, long-term care insurance, and annuities.
• Experience working with multiple carriers and platforms.
• Excellent organizational, analytical, and communication skills.
• Ability to manage multiple priorities with accuracy and attention to detail.
• Proficient in CRM systems (e.g., Salesforce), Microsoft Office, and insurance tracking platforms.

Hours & Benefits:

• M -F 8-5
• Life Insurance
• Disability Insurance
• PTO
• Health, Dental, & Vision
• 401K

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our secure online form.