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Life Insurance Operations Jobs in New York (NOW HIRING)

Insurance Processing Specialist

Airmont, NY · On-site

$28.85 - $36.06/hr

Life Insurance Processing * Mortgage Processing * Loan Processing * Insurance Operations * Underwriting Support * Financial Services Operations * Document Control or Document Management * Proficiency ...

Operations - Insurance Operations At Prudential, we believe talent is key to achieving our vision ... Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of ...

Gather and document business and data requirements from stakeholders within life insurance operations * Translate business needs into functional specifications aligned to life insurance systems and ...

Gather and document business and data requirements from stakeholders within life insurance operations * Translate business needs into functional specifications aligned to life insurance systems and ...

Showing results 41-60

Life Insurance Operations information

What is life insurance operations?

Life Insurance Operations refer to the set of processes and activities involved in managing life insurance policies from application to claim settlement. This includes policy issuance, premium collection, underwriting, policy servicing, compliance, and claims processing. Professionals in this field ensure smooth and efficient administration to deliver a positive customer experience and maintain regulatory compliance. Life Insurance Operations teams work closely with underwriters, agents, and customers to facilitate the lifecycle of insurance products.

What are some common challenges faced in life insurance operations, and how can I prepare to handle them?

Professionals in Life Insurance Operations often encounter challenges such as managing complex policy documentation, ensuring regulatory compliance, and handling high volumes of customer inquiries. To excel, it's important to develop strong attention to detail, effective communication skills, and adaptability to changing regulations or company procedures. Familiarity with insurance software and a proactive approach to problem-solving will also help you navigate the fast-paced, collaborative environment typical of operations teams.

What are the key skills and qualifications needed to thrive in life insurance operations?

To succeed in Life Insurance Operations, you need strong analytical skills, attention to detail, and a solid understanding of insurance products and regulatory requirements, often supported by a bachelor's degree in business, finance, or a related field. Familiarity with policy administration systems, CRM software, and industry-standard tools such as ALIS or Guidewire is common, and certifications like LOMA can be advantageous. Excellent organizational skills, effective communication, and customer service orientation help professionals stand out in this role. These competencies are crucial for ensuring accurate policy management, compliance, and a positive client experience in a highly regulated industry.

What is the difference between Life Insurance Operations vs Underwriting Specialist?

AspectLife Insurance OperationsUnderwriting Specialist
Primary RoleProcessing policies, managing administrative tasks, ensuring policy accuracyAssessing risk, evaluating applications, determining policy eligibility
Required CredentialsTypically a high school diploma or equivalent; some roles may require insurance licensesOften requires underwriting certifications or insurance licenses
Work EnvironmentOffice setting, administrative and clerical tasksOffice setting, analytical and decision-making tasks
Industry UsageCommonly found in insurance companies' operations departmentsFound in underwriting departments within insurance firms

While both roles are essential in the insurance industry, Life Insurance Operations focuses on policy processing and administrative support, whereas Underwriting Specialists evaluate risks to determine policy approval. Understanding these differences helps job seekers identify the right career path within the insurance sector.

What are popular job titles related to Life Insurance Operations jobs in New York? For Life Insurance Operations jobs in New York, the most frequently searched job titles are:
What job categories do people searching Life Insurance Operations jobs in New York look for? The top searched job categories for Life Insurance Operations jobs in New York are:
Infographic showing various Life Insurance Operations job openings in New York as of August 2026, with employment types broken down into 1% As Needed, 74% Full Time, 20% Part Time, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution.

Part-Time Remote Licensed Life Insurance Agent (Commission Only)

Luso-American Financial

Newark, NJ • Remote

Part-time

Re-posted 28 days ago

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Job description

About us:

With over 150 years of dedicated service, deep roots in the Portuguese American community, and active operations across multiple states, we help individuals and families protect what matters most. We are proud to continue a legacy of community-focused financial services across generations, providing our team with a stable, deeply trusted brand to back their sales career growth.

Position Overview:

We are seeking an ambitious, self-motivated Part-Time Licensed Life Insurance Agent to join our growing team. This position is perfect for driven professionals looking to supplement their income or transition into the financial services industry. Your primary responsibility will be to prospect for new customers, self-generate leads, and grow sales within your network and community. To supplement your outbound efforts, the company will provide a targeted, smaller volume of premium, company-paid leads free of charge.

Key Responsibilities:

  • Prospect Leads: Source, network, and self-generate a pipeline of new life insurance and fixed annuity clients.
  • Supplementary Lead Management: Efficiently contact and convert the smaller volume of company-paid leads provided to you.
  • Conduct Consultations: Analyze a prospect's complete financial picture to identify gaps in family protection and retirement security.
  • Purpose Solutions: Tailor and present appropriate term, whole life, or fixed annuity solutions that match the client's needs.
  • Build Trust & Compliance: Establish authentic relationships to guide clients through the application process strictly within state regulatory guidelines.

Qualifications:

  • Active License: Current and valid NJ State Life Insurance Producer License (Required).
  • Education: High school diploma or equivalent required.
  • Annuity Certification: Completion of the state-mandated 4-hour Annuity Suitability Training course (or willingness to complete it immediately upon hire).
  • Experience: 1+ years of outbound sales, customer service, or community-networking experience.
  • Schedule: Ability to commit a minimum of 15-20 hours per week, including occasional evenings or weekends.
  • Traits: Strong self-discipline and excellent negotiation skills.
  • Background Check: Clean criminal background and state regulatory record.
  • Technology: Proficiency with CRM systems and digital quote calculators.

Company Description

With over 150 years of dedicated service, deep roots in the Portuguese American community, and active operations across multiple states, we help individuals and families protect what matters most. We are proud to continue a legacy of community-focused financial services across generations, providing our sales team with a stable, deeply trusted brand to back their professional growth. Specializing primarily in comprehensive life insurance solutions and fixed annuities, we combine historical stability with a forward-thinking environment where ambitious sales professionals can build a thriving, long-term career.