Insurance Operations Associate

Who We Are

Park Avenue Capital is a wealth management firm that specializes in helping high-net-worth individual and families with complex financial needs.

With a multifaceted team and holistic planning approach, we provide comprehensive financial solutions that focus on simplicity, transparency, and control. We are dedicated to delivering a world-class, client-centric experience.

Overview

The Insurance Operations Associate supports the organization by gathering, organizing, and analyzing data to help inform business decisions. Working alongside leadership and key stakeholders, this role contributes to reporting, process improvement, and operational initiatives while developing a strong understanding of wealth management and insurance industry. Through attention to detail, analytical thinking, and effective communication, the Insurance Operations Associate helps transform data into clear, actionable insights that support clients, enhance business performance, and drive continuous improvement across the firm. 

Responsibilities

• Support insurance planning and service initiatives by gathering, organizing, and maintaining accurate client and policy information while ensuring data integrity and confidentiality.  
• Assist with the preparation of client reviews, reports, and insurance-related documentation to support advisors and leadership in delivering exceptional client experience.  
• Build positive relationships with clients, carriers, and internal team members through timely, responsive, and professional communication.  
• Coordinate and track insurance applications, underwriting requirements, policy delivery, and service requests to ensure a seamless experience for clients.  
• Identify opportunities to improve processes, enhance efficiency, and contribute to a culture of continuous improvement.  
• Collaborate across departments to support business initiatives and achieve organizational goals.  
• Maintain a strong understanding of insurance products, industry trends, and firm processes through ongoing learning and professional development.  
• Handle sensitive client and business information with the highest level of integrity, discretion, and professionalism.  
• Support special projects and operational initiatives as assigned by leadership. 

Qualifications

• Bachelor's degree in Business, Finance, Risk Management, Insurance, Communications, or a related field preferred; equivalent experience will be considered.  

• 1-3 years of professional experience in financial services, insurance, client service, operations, or a related field.  

• Proficiency with Microsoft Office Suite, particularly Excel, Word, Outlook, and PowerPoint.  

• Strong organizational skills with the ability to manage multiple priorities and meet deadlines.  

• Demonstrated attention to detail and commitment to producing accurate, high-quality work.  

• Ability to learn new systems, processes, and industry concepts quickly.  

• Effective verbal and written communication skills.  
• Desire to grow professionally in the insurance and financial services industry.  
• Commitment to maintaining confidentiality and exercising sound judgment. 

Key Characteristics: 

Principled 

• Acts with honesty, integrity, and accountability in every interaction. 

• Consistently follows through on commitments and takes ownership of outcomes. 

• Demonstrates sound judgment and protects confidential information. 

• Aligns decisions and actions with the firm's mission, values, and ethical standards.

Authentic

• Builds trust through genuine, open, and respectful communication. 

• Welcomes feedback and demonstrates a commitment to personal and professional growth. 

• Brings curiosity, humility, and a collaborative mindset to the workplace. 

• Creates meaningful relationships by being approachable, dependable, and transparent. 

Compassionate 

• Demonstrates empathy and understanding when supporting clients and colleagues. 

• Treats every individual with dignity, respect, and kindness. 

• Seeks opportunities to serve others and contribute positively to the team and organization. 

• Helps foster an inclusive environment where people feel valued, heard, and supported. 

Posted Salary Range

USD $75,000.00 - USD $85,000.00 /Yr.

FLSA Status

Exempt