Insurance Operations Specialist

About Us:

Welcome to an award-winning boutique wealth management firm nestled in the heart of Wall Street's Financial District. With a lean and elite team of 11 professionals, we proudly cater to over 1,200 clients. As we continue our rapid growth, we seek uniquely talented individuals to join our select group of trailblazers.

Why You Should Seize This Exclusive Opportunity:

- Elite Team Culture: Immerse yourself in an exclusive and collaborative environment, where innovation and teamwork are paramount.

- Distinguished Firm: Align yourself with a celebrated industry leader, acknowledged for its exceptional achievements.

- Unparalleled Growth Trajectory: Propel your career forward with extraordinary opportunities for advancement within our coveted organization.

- Luxurious Benefits Package: Enjoy the flexibility of unlimited paid time off after your first year with us, a testament to our commitment to work-life balance.

Key Responsibilities:

As the exclusive Insurance Operations Specialist at Midas Wealth, your role is pivotal in maintaining the high standards that define us. Your responsibilities include:

- Efficiency Optimization: Spearhead the refinement of processes to elevate the effectiveness of our Insurance Operations.

- White-Glove Service: Provide a bespoke and comprehensive service to our esteemed clients—from the initial onboarding of all clients to project completion.

- Impeccable Application Processing: Undertake the meticulous completion and submission of insurance applications, ensuring a flawless underwriting process.

- VIP Case Management: Oversee and personally handle all open insurance cases, ensuring a VIP experience for our clients.

- Strategic Team Collaboration: Engage in strategic communication with the team and clients, staying ahead of the curve through our advanced CRM system.

Qualifications:

- Bachelor's degree required

- Preferred: Previous experience in the financial services industry

- Mandatory: Life, Accident & Health License

Exclusive Benefits:

- 401k match

- Comprehensive health, dental, and vision coverage

- Group life and disability insurance

- 20 days of vacation and unlimited PTO starting in the second year

- Lucrative bonus opportunities, exclusive team trips, and additional bespoke perks

- Dedicated support for continuing education and licensure

Work Environment:

- Immerse yourself in our exclusive office environment—100% in-office work