Insurance Operations Specialist

Remote

Full-time

$80k – $95k

How to apply: Email your résumé (PDF) and a brief cover letter to ios@burksfinancialgroup.com. Use the subject line “Application – Insurance Operations Specialist”.

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Oversee the operational backbone of our insurance and risk-planning workflows, from case setup through policy issue and ongoing service. You will coordinate with advisors, carriers, and client service teams to keep applications, underwriting requirements, and policy records accurate, compliant, and on schedule.

Responsibilities

Manage end-to-end insurance case processing from intake through policy delivery
Track underwriting requirements, carrier status updates, and outstanding client documentation
Reconcile policy records, case notes, and service requests for accuracy and completeness
Maintain SOPs, templates, and service calendars for renewals, reviews, and follow-up tasks
Serve as the primary operational contact for carrier teams and case escalations
Partner with advisors and client service to improve turnaround time and client experience

Requirements

3+ years in insurance operations, case management, underwriting support, or policy administration
Working knowledge of life, disability, annuity, or long-term care insurance workflows
Experience with carrier portals, e-applications, CRM systems, and document-management tools
Strong attention to detail and comfort handling regulated client and policy data
Ability to manage multiple in-flight cases and follow-ups across carriers
State insurance license or willingness to obtain within 12 months preferred

Benefits & Perks

Remote-first work with predictable core collaboration hours
401(k) with 4 % dollar-for-dollar match, vested immediately
Comprehensive medical, dental, vision + employer-funded wellness credit
4 weeks PTO + 10 company holidays + paid volunteer day each quarter
$2 k annual learning stipend for licensing, designations, and operations training
$1 k home-office & equipment allowance, refreshed every 3 years
Paid parental leave and clear advancement path into senior operations roles

Quick Apply

Ready to join our team? Send your cover letter and résumé to get started.

ios@burksfinancialgroup.com

About This Role

Department:

Client Services

Reports To:

Operations Director

Start Date:

Immediate

Questions?

Our HR team is here to help with any questions about this role or our application process.

Contact HR

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