Life Insurance Operations Coordinator

About the role

The Life Insurance Operations Coordinator provides foundational support to the operations team by following up with insurance carriers on new business, maintaining accurate records, assisting with documentation and data entry, and handling routine member communication. This position is ideal for individuals beginning their career in life insurance operations, offering exposure to core systems and processes while learning the fundamentals of new business onboarding.

What you'll do

Documentation & Case Management

• Follow and maintain documentation of established processes and systems
• Assist in maintaining accurate application records and system updates, ensuring accuracy and consistency in record-keeping

• Support document scanning, uploading, and case file organization
• Perform routine data entry tasks to ensure application completeness
• Member & Carrier Communication
• Communicate internally to support operations team updates

• Learn and begin to engage in basic correspondence with advisors or carriers under supervision
• May initiate or answer routine calls and emails with members; emails may be reviewed for quality control before release

New Business Support

Follow up with insurance carriers on the status of existing new business applications and fund transfers

• Maintain accurate records in Salesforce to keep members updated
• Shadow and assist with new application intake and routing
• Support coordination efforts with internal departments
• Process Improvement & Training

• Participate in in-house and on-the-job training on systems, procedures, and industry basics
• Offer feedback on onboarding experience for continuous team improvement

Insurance industry experience preferred

• Job Family Competencies
• Effective interpersonal and relationship-building skills
• Ability to multi-task and manage multiple cases with accuracy
• Team-oriented mindset with a proactive, problem-solving approach
• Strong organizational skills and high attention to detail
• Clear and effective communication
• Uphold ethical standards and confidentiality
• Functional Competencies
• Willingness to learn life insurance and underwriting
• Strong time management skills
• Basic proficiency with Microsoft Office
• Accurate data entry
• Ability to follow documented procedures
• Core Competencies
• Extreme Ownership
• Day One Mentality
• Selfless
• Customer-Obsessed
• Culture Mindset
• Long-term Thinking
• Come do business, and life, with us! 😊
• About Company ---

Is working with people you want to do life with important to you? It is to us, too.

• At Triad, our motto is simple: #DBDL – Do Business, Do Life.
• While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members.
• Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands.
• If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

• At Triad, every team member is a leader.
• Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact.
• You won’t just follow established processes—you’ll help create them.
• By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

• Do Life: We understand that the best ideas happen when people feel refreshed and energized.
• That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work.
• Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

• Let’s Build Something Extraordinary Together.
• If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

What Are Our Benefits?

• Competitive compensation
• Health, dental and vision insurance
• Generous PTO
• 401k Plan
• Hybrid remote schedule for added flexibility