Insurance Operations Specialist

Beacon Pointe Advisors LLC

  • Newport Beach, CA
  • Permanent
  • Full-time
  • 16 days ago
Position SummaryBeacon Pointe Advisors, a client-centered Registered Investment Advisory (RIA) firm, is seeking a detail-oriented and client-service-driven Insurance Operations Specialist to manage and support Beacon Pointe Insurance Services. This role is critical to our commitment to ongoing service and holistic financial care, ensuring our clients' existing life, disability, long-term care, and annuity policies are actively maintained, monitored, and optimized. The ideal candidate brings a strong background in insurance operations, policy servicing, and client communication, and understands how insurance fits within the broader scope of financial planning.Key Responsibilities
  • Maintain accurate records of all client insurance data in CRM and/or performance reporting software and data feeds.
  • Support insurance business transition/onboarding and integration as part of our M&A growth efforts.
  • Fee based annuity billing and corrections.
  • Entering & Tracking New Financial Account cases for all fee-based annuities.
  • Coordinate with insurance carriers or 3rd party partners to resolve policy issues, obtain annuity values, and other documents as needed.
  • Serve as a point of contact for advisors regarding existing insurance policies.
  • Ensure all servicing activity is compliant with firm and regulatory standards.
  • Maintain and update internal insurance processes and procedures.
  • Insurance Opportunity entering and tracking for bulk transitions.
  • Collaborate with internal teams to ensure seamless integration of insurance data into CRM and overall reporting systems.
  • Manage policy servicing requests such as beneficiary updates, address changes, billing inquiries, ownership or trustee changes, and other administrative tasks.
  • Assist advisors in preparing variable annuity summaries, policy reports, and review materials for client meetings.
  • Support periodic policy reviews and proactively monitor policies for potential issues (e.g., lapse risk, premium schedule, performance).
Qualifications
  • Minimum 2–3 years of experience in insurance servicing, case management, or client service within a financial services or insurance agency environment.
  • Strong knowledge of life insurance, disability insurance, long-term care insurance, and all types of annuities including fee-based.
  • Experience working with insurance carriers and familiarity with carrier platforms.
  • Exceptional attention to detail and organizational skills.
  • Client-first mindset with strong interpersonal and communication abilities.
  • Comfortable using CRM systems (Salesforce), data feeds, and performance reporting software.
  • Active Life and Health Insurance license preferred but not required.
  • Knowledge of fiduciary practices and experience within an RIA environment is a plus.
About the Beacon Pointe Family of CompaniesBeacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit .

Beacon Pointe Advisors LLC