Job ID: 1797626
Reference Code: AP-Insurance-Operations Associate
Job Summary
We are seeking an Insurance Operations Associate for a direct hire opportunity in Greenville, SC. This role supports insurance-related client service, information management, underwriting coordination, and compliance activities within a professional financial services environment.
The Insurance Operations Associate will serve as an important liaison between clients, advisors, internal teams, and home office partners. This is a strong opportunity for a detail-oriented insurance professional who enjoys client communication, organized follow-up, and supporting the full life cycle of insurance and annuity service requests.
Key Responsibilities
- Review case notes, process correspondence, maintain digital client files, and organize insurance-related documentation.
- Communicate with clients regarding service needs, signatures, late payments, address changes, banking updates, loan requests, and other policy service items.
- Monitor Daily Status Reports, follow up on outstanding items, and help expedite underwriting requirements.
- Complete and review insurance applications, conversions, policy changes, and related documentation for accuracy.
- Coordinate medical, paramedical, and other underwriting exams as needed.
- Prepare policies for delivery, complete illustrations, and support advisors with non-securities insurance sales cycle activities.
Compensation and Benefits
- Job Type: Direct Hire.
- Location: Greenville, SC.
- Salary Range: $45,000 to $60,000 per year.
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Required Qualifications and Skills
- 3 years of relevant experience preferred.
- Health and Life license required.
- Experience in administrative support or customer service within financial services and/or the insurance industry.
- Strong understanding of insurance service processes, applications, policy changes, and underwriting support.
- Proficiency with Microsoft applications, data entry systems, and information retrieval software.
- Excellent written and verbal communication skills.
- Strong organizational, time management, and multitasking abilities.
- High attention to detail with the ability to work accurately in a deadline-driven environment.
- Ability to proactively identify next steps, follow through on open items, and complete tasks independently.
- Comfortable working in a fast-paced environment with changing priorities.
- Ability to work both independently and as part of a team.
- Commitment to confidentiality, professionalism, and continuous learning.
Preferred Qualifications
- Experience supporting life insurance, annuity, term conversion, or policy conservation processes.
- Familiarity with underwriting requirements, insurance illustrations, and client service workflows.
- Prior experience working directly with financial advisors, insurance representatives, or home office partners.
- Experience maintaining check logs, client case files, and compliance-sensitive documentation.