Life & Annuity Operations Specialist

Life & Annuity Operations Specialist | Boone, IA | $55,000–$65,000 salary (depending on experience) | 100% Onsite | Monday–Friday

About the Opportunity

We're partnering with a well-established wealth management firm that provides comprehensive financial planning and insurance solutions. They're seeking a Life & Annuity Operations Specialist to join their growing team in Ames, IA. This position is focused on the administrative and operational side of insurance—ensuring efficient processing, accurate tracking, and excellent service throughout the policy lifecycle.

What You'll Be Doing

• Manage and track all stages of the insurance process from application to policy delivery.
• Schedule medical exams and coordinate with clients, underwriters, and carriers.
• Prepare and submit applications, ensuring accuracy and timely follow-up with underwriters.
• Oversee the underwriting process and maintain consistent communication with all parties.
• Collect outstanding reporting documents and maintain complete, organized records.
• Oversee policy delivery and ensure proper documentation and client satisfaction.
• Create and review insurance illustrations as part of the proposal and presentation process.
• Support the team in administrative and operational workflows as needed.

What They're Looking For

Why You'll Love It There

This is a people-first, values-driven organization that believes in collaboration, professionalism, and supporting each team member's growth. You'll enjoy :

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com.

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