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Insurance Operations Assistant Jobs in New York (NOW HIRING)

Robert Half

Insurance Operations Manager

Parsippany, NJ · On-site

$100K - $125K/yr

Key Responsibilities Insurance Operations & Underwriting * Oversee underwriting, case design ... Partner with financial advisors to identify appropriate solutions for clients * Assist with case ...

DASMEN Residential

Operations Assistant

Ramsey, NJ

We have an exciting new opportunity for an Operations Assistant to join our team! The person in ... Medical, Dental, Vision Insurance * Generous vacation and sick leave policy * Extensive Paid ...

Bask & Lather

People Operations Assistant

Yonkers, NY · On-site

$27 - $30/hr

The People Operations Assistant will also monitor established HR workflows, coordinate new-hire ... Support initial state employer and unemployment insurance account registration when the company ...

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Insurance Operations Manager

Parsippany, NJ • On-site

Robert Half
Recruiting and Staffing Services • 10K+ employees
Learn more about Robert Halfexternal

$100K - $125K/yr

Full-time

Posted 5 days ago

Job description

Our client, a rapidly growing wealth management and financial planning firm, is seeking an experienced Insurance Operations Manager to lead and expand its insurance division. This is a highly visible leadership opportunity for an insurance professional who combines strong technical expertise with a passion for team development, advisor support, and business growth.


The organization is committed to providing holistic financial solutions to clients and is actively investing in the continued expansion of its insurance platform. This individual will serve as the leader of the life insurance, long-term care, and annuity practice, partnering closely with financial advisors and senior leadership to drive results.


Key Responsibilities

Insurance Operations & Underwriting

  • Oversee underwriting, case design, placement, and policy implementation processes
  • Develop and enhance workflows to ensure an efficient, compliant client experience
  • Collaborate with insurance carriers to secure competitive solutions and favorable underwriting outcomes
  • Act as a resource for complex cases and product recommendations

Illustration & Case Design

  • Oversee the preparation and review of insurance and annuity illustrations
  • Ensure accuracy and effectiveness of client-facing proposals and advisor presentations
  • Support advisors with product comparisons and case strategy

Team Leadership

  • Recruit, develop, and manage a growing insurance operations team
  • Establish best practices and drive operational excellence
  • Mentor staff and create opportunities for ongoing professional development

Advisor Support

  • Serve as the internal subject matter expert on life insurance, long-term care, and annuity products
  • Partner with financial advisors to identify appropriate solutions for clients
  • Assist with case design, underwriting strategies, and implementation

Business Development

  • Help expand the firm's insurance business and identify growth opportunities
  • Build and maintain strong relationships with carriers, wholesalers, and industry partners
  • Support strategic initiatives aimed at enhancing the firm's overall client offering



Qualifications

  • Minimum of 8 years of experience in life insurance, long-term care insurance, and annuities
  • Experience within an RIA, wealth management, financial planning, broker-dealer, or insurance environment strongly preferred
  • Bachelor's degree required; advanced designations such as CLU, ChFC, or CFP are highly valued or a L& H License
  • Strong knowledge of underwriting, placement, case management, and illustration production
  • Understanding of insurance regulations, compliance, and industry best practices
  • Proven leadership and team development experience


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About Robert Half

Sourced by ZipRecruiter

Founded in 1948, Robert Half pioneered the idea of professional talent solutions to connect opportunities at great companies with highly skilled job seekers. As business needs changed, we evolved to offer specialized talent solutions for finance and accounting, technology, administrative and customer support, creative and marketing, and legal fields. In 2002, we introduced our subsidiary, Protiviti, a global independent risk consulting and internal audit service, to support companies as they faced more strategic business challenges.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

San Ramon, CA, US

Year founded

1948

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