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Insurance Client Service Administrator
Exeter, CA
$55,000-$85,000 base + bonuses | Full-Time | In-Person Preferred, Remote or Hybrid Available (Must work Pacific, Mountain or Central time only)
You've built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. Now imagine bringing that expertise to a firm that actually needs it-and values it.
At Harvest Wealth Group, we're a growing investment firm expanding aggressively into insurance. Our team is strong, but as the insurance book grows, we need someone who brings deep carrier knowledge and insurance operations expertise to the table. This role exists to add a specialist to our team who can elevate how we serve insurance clients and help us build a best-in-class operation on that side of the business.
Who We Are
We're a $470M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America-the hard-working families we're proud to call clients. Our investment operations are strong and well-built. Our insurance book is growing fast, with two recent insurance acquisitions, and we need someone who can build the same level of operational excellence on the insurance side.
Our purpose is to obsessively serve our team and clients so they feel known, valued, and loved. That's not a tagline. It's how we operate.
What that means in practice:

• No chaos. No egos. No one left without support.
• Cross-trained teams so your teammates can fully unplug when they're off.
• Clear expectations, consistent feedback, and leadership that's in it with you.

Why This Role Exists
Our investment CSAs are excellent at what they do, and our insurance book is growing fast. We're at the point where we need someone with deep insurance expertise to join the team and elevate how we serve that side of the business. We're creating this role to:

• Bring dedicated insurance expertise to a team that's ready for it
• Give our advisors a go-to expert who speaks the insurance language fluently
• Add carrier-level knowledge in-house as our insurance book grows
• Build a scalable insurance operations foundation alongside our already-strong investment operations team

The Role
You'll join our centralized operations team as the person who owns insurance service work-the expert our advisors and teammates turn to. You're also part of the broader team, which means you'll learn the investment side and contribute to general service coverage so the whole team runs stronger together.
Your Expertise: Insurance Service Operations

• Own the full lifecycle of insurance service work: new applications, policy changes, beneficiary updates, distributions, renewals, and claims processing
• Manage relationships with insurance carriers and their back-office teams-you already know who to call and how to get things moved
• Process and track insurance cases across variable annuities, fixed annuities, life insurance, and long-term care products
• Ensure compliance with carrier requirements and state-specific regulations
• Build and document insurance-specific workflows and procedures in Practifi so the next person behind you can follow the playbook
• Serve as the go-to resource for advisors on insurance service questions, carrier processes, and product nuances
• Help train the broader team on basic insurance literacy so coverage doesn't fall apart when you're out

Part of the Team: Investment Service Support
Our investment CSAs still own their work-that doesn't change. But as part of this team, you'll build foundational investment knowledge so you can pitch in when it counts and provide coverage when teammates are out:

• Handle service requests on existing investment accounts: beneficiary changes, address updates, and general account maintenance
• Provide coverage for the investment team during PTO and peak volume periods
• Learn our custodian platforms (Schwab, Fidelity) through structured training and mentorship from the team
• If you want to grow into the investment side-new business, trading, licensing-we'll support that path. This role can expand with you.

What Success Looks Like

• Initiate 95% of assigned insurance service tickets within 24 hours
• Complete 95% of insurance tickets without a NIGO (Not In Good Order)
• Advisors come to you first on insurance questions-not the other way around
• Documented insurance workflows exist in Practifi within your first 90 days
• The team sees you as the insurance expert they can rely on and learn from
• You're reliably handling investment account maintenance and service requests alongside your insurance work

What You Bring
Required:

• 3+ years of insurance operations experience at a predominantly insurance-based firm (not just investment firms that happen to sell a policy here and there)
• Direct experience processing life insurance, annuity (variable and fixed), and/or long-term care service work
• Strong carrier relationships and knowledge of back-office processes across multiple insurance companies
• Ability to pass a background check and complete USCIS I-9 eligibility verification

Preferred:

• Active state insurance license (Life & Health)
• Series 7 license (or willingness to obtain with firm support)
• Series 66 or 63/65
• Experience with Ameritas Life, Docupace, E-apply, DocuSign,
• Familiarity with Practifi, Redtail, or similar wealth management CRMs
• Familiar with working with various carriers. Experience with the following a major plus: Ameritas Life, Midland, Allianz, Athene, Crump, Ash Brokerage
• Any investment service experience-even basic-will accelerate your onboarding on the 30% side
• Familiarity with EOS (Entrepreneurial Operating System)

You'll Fit Here If You
Are proud of your insurance expertise and want to bring it somewhere it's genuinely valued-not treated as an afterthought
Stay composed under pressure and bring steadiness to your team
Are detail-driven and take pride in getting things right the first time
See the opportunity to build something-not just fill a seat
Communicate clearly, follow through, and don't leave loose ends
Understand that being direct is being kind-and you use your voice to help us grow
Are open to learning the investment side of the business and growing into a well-rounded financial services professional
Compensation & Benefits
$55,000-$95,000 base salary depending on experience and licensing
Tiered incentive plan (up to 15% of base salary at the highest tier)
Paid Medical, Vision, and Dental benefits
Structured PTO program
401(k) with employer match
4-week paid sabbatical every 3 years
In-person or hybrid flexibility based on location
Firm-sponsored licensing support if you're adding Series 7 or 66
Defined growth path-we promote from within and invest in your development
Our Core Values
This is what drives how we work:
Scrappy - We don't wait for perfect. We make it happen.
Stronger United - No egos. Just teammates.
Excellence - We raise the bar.
Unyielding Integrity - We do the right thing, even when it's hard.
Want In?
Send us your resume AND COVER LETTER about why this role feels right for you. We'll invite selected applicants to an asynchronous interview to get to know you better.
We're not perfect. Things break. But we don't waste time pointing fingers. We solve it, fix the root issue, and move forward stronger.
All candidates must be able to pass a background check and complete USCIS I-9 eligibility verification.