Generalist, Life Insurance Operations & Admin Support
Overview
You will own operational and administrative support across all departments at Stalwart Insurance Brokers, a national life insurance brokerage handling high-complexity client situations. You will assist senior staff and the executive team with daily operations, manage operational data, track KPIs, and drive process improvements. This role sits within a growing, entrepreneurial team that values excellence and solving novel problems. You will gain broad exposure to the life insurance, banking, and legal support industries while scaling your skills in a fast-growth environment.
What You'll Do8
- 1Assist staff and managers in daily operations and strategic initiatives across all departments.
- 2Support the executive team in planning and executing operational and strategic initiatives.
- 3Manage operational data, track KPIs, and provide insights to guide strategic decisions.
- 4Streamline operations by supporting and improving business processes to enhance efficiency and scalability across departments.
- 5Identify and implement process enhancements, automation opportunities, and best practices.
- 6Liaise with internal teams and external stakeholders to facilitate smooth operations and resolve issues.
- 7Track and report on key performance metrics to support decision-making.
- 8Support compliance and risk requirements within the organization.
Requirements6
- 11-3 years of experience in operations or administrative support, preferably within the life insurance, banking, legal support, or financial industry.
- 2Strong organizational and time management skills with the ability to prioritize tasks effectively.
- 3Excellent verbal and written communication skills to engage with clients and team members.
- 4High attention to detail and accuracy in managing documentation and processes.
- 5Professional demeanor with a strong client-centric focus.
- 6A proactive self-starter with problem-solving abilities and a willingness to learn quickly.
Salary Insight
$60 - $75k per year
Location
Required Skills
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