Insurance Operations Coordinator

Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country. 

We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.

Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal! 

INSURANCE OPERATIONS COORDINATOR

The Insurance Operations Coordinator is the main point of contact for agent and transfer calls to assist our teams in moving New Business applications through our platform for Advisors. Managing the New Business process and the transfer of funds for our advisors and their clients is at the core of Signal Advisors’ business. You will work with insurance carriers, agents, and Firelight, to make Signal Advisors’ New Business process and customer service the best in the industry.

WHAT YOU’LL GET TO DO

• Act as the first point of contact to review and input application and transfer requests submitted by advisors, following our internal Signal processes
• Own being the primary point of contact for transfer and inbound calls, instant chat requests for any New Business related questions from current and prospective advisor partners
• Manage communication, both inbound and outbound calls, with carriers, Firelight, and ceding institutions to monitor and expedite the application process
• Maintain a thorough understanding of the annuity industry including product knowledge, industry trends, compliance issues, etc
• Understand the application requirements and build relationships with advisors to be able to assist them with questions regarding our process

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

💪  Executer

We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.

🔄  Accountable

Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.

💁  Customer Centric

You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.

🤝  Collaborative

You understand how to collaborate with a variety of different people and roles, and you celebrate opportunities to reach out and work together cross-functionally and with people from diverse backgrounds.

🙋 Autonomous

You operate autonomously. You exercise independent judgment in matters of significance, take initiative with little direction, and raise your hand when collaboration and support is needed.

WHAT YOU HAVE

• Customer service experience over the phone
• Insurance Industry experience preferred
• Knowledge of annuities, life insurance, and managed money preferred

WHAT WE VALUE @ SIGNAL

🌔  We’re obsessed with finding a better way. Never settle for less.

🪄  We amaze every client, every time. A great company is built one client at a time.

🏃  We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.

👀