Insurance Operations Specialist ($70,000-80,000 per year)

Downtown Pittsburgh financial services group is in need of an Insurance Operations Specialist.

Duties to include:

• Track and manage life insurance applications and in-force policies throughout the underwriting and issuance process
• Monitor pending cases and follow up with agents, carriers, underwriters, and clients to obtain outstanding requirements
• Review applications, medical records, APS requests, financial documents, and underwriting requirements for completeness and accuracy
• Support underwriting teams by preparing case summaries and coordinating documentation
• Process policy changes, beneficiary updates, ownership changes, reinstatements, premium updates, and other service requests
• Maintain accurate records in policy administration and CRM systems
• Communicate policy status updates to advisors, clients, and internal stakeholders
• Ensure compliance with company procedures, carrier guidelines, and regulatory requirements
• Assist with policy delivery, placement follow-up, and post-issue service activities
• Resolve service issues and escalate complex cases when necessary
• Generate reports related to pending business, placement ratios, underwriting status, and policy service metrics
• Support audits and quality control reviews as needed