Job Description

About You

You are detail-oriented, bringing exceptional accuracy, organization, and follow-through to every task; client-focused, delivering clear communication and a seamless service experience; and collaborative, working effectively with teams, vendors, and advisors to keep processes moving efficiently.

The Role

We’re looking for a proactive, service-driven professional to join our Insurance team. In this role, you’ll support the end-to-end execution of life, long-term care, and disability insurance cases while ensuring a high-quality client experience. The ideal candidate thrives in a process-oriented environment and is known for reliability, clear communication, and operational excellence.

What You’ll Do

• Manage preparation, submission, and monitoring of insurance applications to ensure accuracy and timely progression
• Coordinate service activities for in-force policies, including documentation, carrier updates, and client communication
• Facilitate proactive ordering and organization of in-force ledgers for policy reviews and planning engagements
• Oversee workflow progress, identifying bottlenecks and driving timely communication among advisors, clients, and carriers
• Partner with internal teams and external providers to deliver a cohesive, high-quality client experience
• Maintain accurate records in CRM and insurance management systems, ensuring data integrity
• Identify opportunities to enhance operational processes and service efficiency

What You Bring

• Bachelor’s degree preferred or equivalent experience
• 1–3 years of experience in life, long-term care, and/or disability insurance operations or case management
• Working knowledge of insurance applications, underwriting workflows, carrier platforms, and servicing practices
• Experience with CRM and insurance management systems
• Strong verbal and written communication skills
• High attention to detail and ability to manage multiple priorities
• Collaborative mindset with strong integrity and client-service orientation
• Must be authorized to work in the United States
• Successful completion of a credit and criminal background check is required

Compensation & Benefits

The estimated base salary range for this role is $64,000 – $88,000 per year. Base salaries are determined based on job-related knowledge, skills, experience, and geographical work location. Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.

Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).

About NorthRock Partners

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.

We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process. Contact PeopleTeam@NorthRockPartners.com for assistance.

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