Insurance Services Administrator

Job Description

Job Description

We are a boutique executive benefits and planning firm supporting senior leaders across the country. Our work is detailed, fast-moving, and highly relationship-driven—and we take pride in doing it the right way.

We are seeking an Insurance Services Administrator to support the administration and service of executive benefit plans and individually owned policies. This role is critical to ensuring work is completed accurately, efficiently, and without breakdowns.

What You’ll Do

• Prepare and submit carrier forms for new business, changes, and terminations
• Track cases from submission through completion and ensure timely follow-up
• Communicate with carrier representatives to resolve issues and prevent delays
• Support coaches with client service needs and case updates
• Process routine service requests (beneficiary updates, policy changes, access support)
• Maintain accurate, organized, and up-to-date records across systems
• Assist with internal coordination across the operations and coaching teams

What Success Looks Like

• Work moves forward without others needing to follow up
• Submissions are accurate and rarely require rework
• Deadlines are consistently met
• Coaches trust that once something is handed off, it’s handled

What We’re Looking For

• Strong attention to detail and follow-through
• Ability to manage multiple workflows at once
• Clear, professional communication
• A sense of ownership—someone who takes responsibility for outcomes
• Experience in life insurance, financial services, or operations is preferred

Why This Role Matters

This is not a general administrative role. This position plays a key part in ensuring our clients and internal team experience consistent, high-quality execution.

Mahoney&Associates in a 60+ year old benefits and compensation consulting firm providing concierge-level services to both our corporate clients and the critical talent that make their successes possible. We support our national clientele via three offices: Springfield, MA, New York, NY and Fort Lauderdale, FL.

Company Description

Mahoney&Associates in a 60+ year old benefits and compensation consulting firm providing concierge-level services to both our corporate clients and the critical talent that make their successes possible. We support our national clientele via three offices: Springfield, MA, New York, NY and Fort Lauderdale, FL.