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Questpro · 2 days ago

New Business Operations and Client Service Lead (Life/Annuity)

Des Moines, IA

Full-time

Hybrid

Mid Level

$75K/yr - $90K/yr

3+ years exp

Questpro is a growing Life/Annuity Insurance brokerage firm seeking experienced candidates to enhance their commitment to exceptional administration and service. The New Business Operations and Client Service Lead will manage operational tasks related to insurance new business and policy owner service, ensuring excellence in execution and process improvement while supporting key sales producers.

FinanceFinancial ServicesInsuranceManagement ConsultingRecruitingRisk ManagementStaffing Agency

Responsibilities

Customer Service : Act as initial contact person and handle client questions for policyholders and internal stakeholders. Help to resolve issues related to inforce and incoming policies and clients

Policy Administration : Help lead process for new applications, renewals, policy change requests, claims processing, and billing. Need an eye for detail on documentation and submission materials

Operations Support : Manage and improve on process for administrative workflows and internal systems. Oversee data entry, record maintenance, and document handling while ensuring accuracy of data and information

Reporting : Ensure that we are following industry standard for compliance, legal and regulatory standards. Help to develop and deliver reports on policy activity, claims status, and related metrics

Product knowledge : Requires a strong understanding of Life Insurance and Annuity products. Any experience with COLI, BOLI, PPVUL or Non Qualified Executive Benefit Plans is a plus

Qualification

Life Insurance knowledgeAnnuity knowledgeDocuSign proficiencyExcel proficiencyProfessional communicationOrganizational skillsAttention to detail

Required

Bachelor's degree preferred

3+ years proven experience in an administrative/operational support role in the Insurance industry, similar to New Business, Policy Owner Services, Sales Support, etc

Strong organizational skills with an eye for data integrity and meeting deadlines

Professional communication skills able to work effectively with executives and external partners

High attention to detail, follow-through, and urgency in execution