Life Insurance Annuity Client Service Administrator
location_onEast Pine Street, Exeter, Tulare County, California, 93221, United States
Job Description
About Harvest Wealth Group
We’re a $470M+ AUM financial planning firm headquartered in Exeter, CA, serving the backbone of America—the hard-working families we’re proud to call clients. Our investment operations are strong and well-built. Our insurance book is growing fast, with two recent insurance acquisitions, and we need someone who can build the same level of operational excellence on the insurance side.
Our purpose is to obsessively serve our team and clients so they feel known, valued, and loved. That’s not a tagline. It’s how we operate.
Our Culture
- No chaos. No egos. No one left without support.
- Cross-trained teams so your teammates can fully unplug when they’re off.
- Clear expectations, consistent feedback, and leadership that’s in it with you.
Core Values
- Scrappy – We don’t wait for perfect. We make it happen.
- Stronger United – No egos. Just teammates.
- Excellence – We raise the bar.
- Unyielding Integrity – We do the right thing, even when it’s hard.
About the Role
You’ve built your career in insurance. You know the carriers, the forms, the back-office workflows that most people in wealth management have never touched. Now imagine bringing that expertise to a firm that actually needs it—and values it.
At Harvest Wealth Group, we’re a growing investment firm expanding aggressively into insurance. Our team is strong, but as the insurance book grows, we need someone who brings deep carrier knowledge and insurance operations expertise to the table. This role exists to add a specialist to our team who can elevate how we serve insurance clients and help us build a best-in-class operation on that side of the business.
Why This Role Exists
Our investment CSAs are excellent at what they do, and our insurance book is growing fast. We’re at the point where we need someone with deep insurance expertise to join the team and elevate how we serve that side of the business. We’re creating this role to:
- Bring dedicated insurance expertise to a team that’s ready for it
- Give our advisors a go-to expert who speaks the insurance language fluently
- Add carrier-level knowledge in-house as our insurance book grows
- Build a scalable insurance operations foundation alongside our already-strong investment operations team
The Role
You’ll join our centralized operations team as the person who owns insurance service work—the expert our advisors and teammates turn to. You’re also part of the broader team, which means you’ll learn the investment side and contribute to general service coverage so the whole team runs stronger together.
Part of the Team
Our investment CSAs still own their work—that doesn’t change. But as part of this team, you’ll build foundational investment knowledge so you can pitch in when it counts and provide coverage when teammates are out. If you want to grow into the investment side—new business, trading, licensing—we’ll support that path. This role can expand with you.
Who You’ll Fit With
You’ll fit here if you are proud of your insurance expertise and want to bring it somewhere it’s genuinely valued—not treated as an afterthought. You stay composed under pressure and bring steadiness to your team. You are detail-driven and take pride in getting things right the first time. You see the opportunity to build something—not just fill a seat. You communicate clearly, follow through, and don’t leave loose ends. You understand that being direct is being kind—and you use your voice to help us grow. You are open to learning the investment side of the business and growing into a well-rounded financial services professional.
Application Process
Want In? Send us your resume AND COVER LETTER about why this role feels right for you. We’ll invite selected applicants to an asynchronous interview to get to know you better.
We’re not perfect. Things break. But we don’t waste time pointing fingers. We solve it, fix the root issue, and move forward stronger.
All candidates must be able to pass a background check and complete USCIS I-9 eligibility verification.
Work location
Work model: Hybrid
East Pine Street, Exeter, Tulare County, California, 93221, United States
Exeter, California
Key Responsibilities
- check_circleOwn the full lifecycle of insurance service work including applications and claims
- check_circleProvide coverage for the investment team during PTO and peak volume periods
- check_circleProcess and track cases for annuities, life insurance, and long-term care products
- check_circleHandle service requests on existing investment accounts such as beneficiary changes
- check_circleManage relationships with insurance carriers and their back-office teams
- check_circleServe as the go-to resource for advisors on insurance service questions
- check_circleBuild and document insurance-specific workflows in Practifi
- check_circleEnsure compliance with carrier requirements and state-specific regulations
Requirements
- verified3+ years of insurance operations experience at a predominantly insurance-based firm
- verifiedDirect experience processing life insurance, annuity (variable and fixed), and/or long-term care service work
- verifiedStrong carrier relationships and knowledge of back-office processes across multiple insurance companies
- verifiedAbility to pass a background check
- verifiedComplete USCIS I-9 eligibility verification
- verifiedActive state insurance license (Life & Health) preferred
- verifiedSeries 7 license (or willingness to obtain) preferred
- verifiedSeries 66 or 63/65 preferred
- verifiedExperience with Ameritas Life, Docupace, E-apply, DocuSign preferred
- verifiedFamiliarity with Practifi, Redtail, or similar wealth management CRMs preferred
- verifiedFamiliarity with working with various carriers (Ameritas Life, Midland, Allianz, Athene, Crump, Ash Brokerage) preferred
- verifiedAny investment service experience preferred
- verifiedFamiliarity with EOS (Entrepreneurial Operating System) preferred