Insurance Operations Specialist

Position Summary

Beacon 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

About the Beacon Pointe Family of Companies

Beacon 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 Awards Disclosures

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