Insurance Assistant

Are you looking to grow your career in financial services and insurance operations? Our client is seeking a highly organized and motivated Insurance Assistant to play a key role in supporting the delivery of comprehensive insurance solutions within a modern, client-centric wealth management environment.

In this role, you’ll collaborate closely with licensed insurance advisors, financial planners, and operations professionals to ensure the smooth and compliant processing of insurance cases. Your work will directly support client outcomes and contribute to the firm’s integrated planning approach. For those looking to expand their career, this position offers a clear path toward Life & Health Insurance licensure and future advisory responsibilities.

Key Responsibilities

• Provide administrative and operational support to licensed Insurance Advisors across all stages of the insurance process.
• Assist in preparing insurance illustrations, quotes, and client-facing presentation materials.
• Track outstanding insurance applications and follow up to ensure timely, accurate processing.
• Serve as a liaison between advisors, clients, and insurance carriers to streamline communication and case handling.
• Maintain up-to-date client records and documentation in CRM and internal systems.
• Ensure all regulatory and compliance documentation standards are met.
• Coordinate scheduling for client insurance reviews and consultations.
• Prepare internal performance reports tracking insurance activity and case volume.
• Maintain strict confidentiality and professionalism in all client interactions.
• Actively pursue Life & Health Insurance licensure within the first 6–8 months if not already licensed.

Ideal Candidate Profile

• 1–3 years of experience in an administrative, operational, or client service role—ideally within financial services or insurance
• Excellent organizational skills and attention to detail
• Strong communication skills, both written and verbal
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency in CRM systems (Salesforce preferred), Microsoft Office, and/or Google Workspace
• High ethical standards and a strong commitment to client-first service
• Interest in obtaining Life & Health Insurance license (if not already licensed)
• Experience within an RIA or insurance agency, particularly in quoting or application processing, is a plus

This is more than just a support role—it's an opportunity to grow into a licensed professional and make a meaningful impact on client outcomes in a dynamic, team-oriented environment.

About Pinnacle
The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to make sure it’s a good match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 fastest growing companies list. We currently build futures in Kansas City, Topeka, Wichita, Des Moines, Denver, Omaha, Dallas-Fort Worth, Phoenix, Tucson, Orlando, Jackson, MS and Las Vegas markets.

EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.