Top 530 Insurance Jobs in Omaha

Client Onboarding Specialist
Harrison Financial Services —Omaha, NE
- $53,550 - $72,250 a year
- Full-time
- Mid-level
- Office
- US work authorization
Quick Apply
Automotive Finance Manager
Confidential —Omaha, NE
- $60,000 - $180,000 a year
- Weekends as needed
- Dealership
- Customer service
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Agent Engagement Specialist
OCI Insurance & Financial Services —Elkhorn, NE
- $60,000 - $70,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
- Health savings account
- Health insurance
Quick Apply
14d
Marketing and Sales Producer
Lance Juett Insurance Agency Inc —Omaha, NE
- $70,000 - $80,000 a year
- Full-time
- Leadership
- Communication skills
- Marketing
- Disability insurance
- Health insurance
Quick Apply
8d
Entry Level Insurance Sales Agent - Hybrid Remote (NE)
Bankers Life —Omaha, NE
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Financial Customer Service Representative
Pacific Life —Omaha, NE
- $26 - $28 an hour
- Full-time
- Hybrid work
- Research
- Office
- Bachelor's degree
- Paid training
- Paid parental leave
13d
Licensed Insurance Sales Representative (Remote / Home-Based)
Allstate —Omaha, NE
- $18 an hour
- Weekends as needed
- Remote
- Computer literacy
- High school diploma or GED
- US work authorization
- Paid training
- Dental insurance
Claims Adjuster Trainee
Progressive —Omaha, NE
- $54,000 - $57,500 a year
- Monday to Friday
- Hybrid work
- Office
- US work authorization
- Experience equivalent to degree accepted
- Health savings account
- Disability insurance
7d
Insurance Agent with Training
Erickson Region - Modern Woodmen of America —Omaha, NE
- $82,000 - $129,000 a year
- Full-time
- Hybrid work
- Military
- No high school diploma
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
8d
Claims Representative
Catholic Mutual Group —Omaha, NE
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
- Free parking
- 403(b) matching
Associate Claims Representative (Remote)
MEM —Omaha, NE
- Full-time
- Remote
- No high school diploma
- Mid-level
- High school diploma or GED
- Profit sharing
- Paid jury duty
Personal Lines Insurance Sales Producer-Omaha
NavSav —Omaha, NE
- Full-time
- Computer literacy
- Mid-level
- Office
- Paid training
- Paid holidays
Quick Apply
Sr. Insurance Follow-up & Denial Specialist / FT
Children's Nebraska —Omaha, NE
- Full-time
- Hybrid work
- Word processing
- Computer literacy
- Basic math
8h
Insurance Follow-up & Denial Specialist / FT
Children's Nebraska —Omaha, NE
- Full-time
- Word processing
- Computer literacy
- Basic math
14d
Insurance A/R Specialist
MD West ONE —Omaha, NE
- Full-time
- Hybrid work
- Background check
- Anatomy knowledge
- Ability to walk for extended periods
- Health savings account
- Health insurance
Quick Apply
Insurance Agent I
National Indemnity Company —Omaha, NE
- Full-time
- Hybrid work
- Writing skills
- Computer skills
- 2 years
- Wellness program
- Health insurance
1d
Insurance Coordinator
Oral Surgery Partners —Omaha, NE
- Full-time
- Dental office
- Surgery
- Mid-level
- Profit sharing
- Health savings account
Quick Apply
Entry Level Underwriter
National Indemnity Company —Omaha, NE
- Full-time
- Hybrid work
- Basic math
- Office
- Analysis skills
- Wellness program
- Dental insurance
Sr. Account Manager, Commercial Insurance
FNIC —Omaha, NE
- $85,000 - $100,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Health savings account
- Disability insurance
12d
Medical Claims Specialist
Berkshire Hathaway Homestate Companies —Omaha, NE
- Hybrid work
- Office
- Administrative experience
- High school diploma or GED
- Free parking
- AD&D insurance
Quick Apply

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Client Onboarding Specialist

Harrison Financial Services
Omaha, NE

Quick Apply

Job Details

Full-time
$53,550 - $72,250 a year

Qualifications

Investment
Customer communication
Regulatory compliance
Client database systems
Attention to detail
Industry knowledge of financial regulations
Organizational skills
CRM system proficiency
Productivity software
Life & Health Insurance License
Cross-functional communication

Full Job Description

About Harrison Financial Services

Harrison Financial Services is a premier private wealth management firm in Omaha, dedicated to serving high-capacity families. We go beyond standard investment management, offering a sophisticated, comprehensive approach to wealth preservation, multi-generational planning, and complex risk management. Our team operates with a "client-first" mentality, providing family office services backed by institutional-grade talent.

The Role

The Client Onboarding Specialist is responsible for managing the onboarding process for new clients for the firm. This role requires strong knowledge of insurance and investment accounts, excellent communication skills, and the ability to coordinate with external parties to fulfill client needs.

General Responsibilities:

Serve as the primary point of contact for clients during the onboarding process, addressing any questions or concerns.
Lead the client onboarding process, ensuring a seamless and efficient experience for new clients.
Coordinate with client to ensure completion and accuracy of client documentation.
Coordinate with internal teams to open insurance and investment accounts for clients, ensuring compliance with regulatory requirements.
Collaborate with external parties (outside lines), such as insurance carriers to fulfill client needs and execute transactions.
Liaise with insurance underwriters to obtain rates and resolve client inquiries or issues.
Coordinate with investment team to facilitate account transfers, trades, and other investment-related transactions.
Collaborate with technology team to ensure provisions are set-up for clients to access accounts via client account portal.
Facilitate the transition to the client service team once account requirements have been fulfilled and accounts are active.
Proactively identify opportunities to enhance the onboarding process and improve client satisfaction.
Maintain accurate and up-to-date client records in CRM.
Collaborate with the Client Service team to ensure a seamless transition from onboarding to ongoing client support.

Role Requirements

Strong knowledge of insurance and investment accounts.
Demonstrated understanding of regulatory requirements.
Excellent communication skills, with the ability to effectively communicate complex information to clients and internal teams.
Strong attention to detail and organizational skills.
Ability to work independently and effectively priorities tasks in a fast-paced environment.
Proficiency in Microsoft Office suite and CRM.

Job Type: Full-time

Pay: $53,550.00 - $72,250.00 per year

Application Question(s):

Do you have 2-4 years experience in financial services?

License/Certification:

Life Insurance License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

insurance jobs in omaha

Client Onboarding Specialist

Automotive Finance Manager

Agent Engagement Specialist

Marketing and Sales Producer

Entry Level Insurance Sales Agent - Hybrid Remote (NE)

Financial Customer Service Representative

Licensed Insurance Sales Representative (Remote / Home-Based)

Claims Adjuster Trainee

Insurance Agent with Training

Claims Representative

Associate Claims Representative (Remote)

Personal Lines Insurance Sales Producer-Omaha

Sr. Insurance Follow-up & Denial Specialist / FT

Insurance Follow-up & Denial Specialist / FT

Insurance A/R Specialist

Insurance Agent I

Insurance Coordinator

Entry Level Underwriter

Sr. Account Manager, Commercial Insurance

Medical Claims Specialist

I want to receive the latest job alert for insurance in omaha

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