Insurance Operations Associate

Job Description

Job Description

Job Summary

We are seeking an Insurance Operations Associate for a direct hire opportunity in Greenville, SC. This role supports insurance-related client service, information management, underwriting coordination, and compliance activities within a professional financial services environment.

The Insurance Operations Associate will serve as an important liaison between clients, advisors, internal teams, and home office partners. This is a strong opportunity for a detail-oriented insurance professional who enjoys client communication, organized follow-up, and supporting the full life cycle of insurance and annuity service requests.

Key Responsibilities

- Review case notes, process correspondence, maintain digital client files, and organize insurance-related documentation.
- Communicate with clients regarding service needs, signatures, late payments, address changes, banking updates, loan requests, and other policy service items.
- Monitor Daily Status Reports, follow up on outstanding items, and help expedite underwriting requirements.
- Complete and review insurance applications, conversions, policy changes, and related documentation for accuracy.
- Coordinate medical, paramedical, and other underwriting exams as needed.
- Prepare policies for delivery, complete illustrations, and support advisors with non-securities insurance sales cycle activities.

Compensation and Benefits

- Job Type: Direct Hire.
- Location: Greenville, SC.
- Salary Range: $45,000 to $60,000 per year.

Equal Opportunity Employer / Disabled / Protected Veterans

The Know Your Rights poster is available here:
-06/22-088_EEOC_KnowYourRights6.12.pdf

The pay transparency policy is available here:
- transp_%20English_formattedESQA508c.pdf

For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
verify.uscis.gov/web/media/resourcesContents/E - Verify_Participation_Poster_ES.pdf

We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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Company Description

This company offers growth and a great group of people to work with.

Company Description

This company offers growth and a great group of people to work with.