Senior Operations Specialist & Life Trainer Lead
Financial Independence Group
- Coordinate day-to-day operations across multiple stakeholders in fast-paced environments.
- Manage timelines, documentation, and communication to keep processes moving efficiently.
- Serve as a primary point of contact ensuring clarity and organization across teams.
- Train team members on workflows, best practices, and process consistency while supporting continuous improvement initiatives.
- Manage day-to-day operations for life and annuity insurance cases, serving as a primary liaison between agents, insurance carriers, and internal sales teams.
- Coordinate requirements including underwriting follow-ups, medical records, financial documentation, delivery requirements, and funding
- Serve as Life Trainer Lead, onboarding and training agents and internal team members on life insurance processes, carrier workflows, and best practices.
- Develop and maintain process documentation, guides, and training materials to ensure consistency across teams