Sr. Administrative Associate (Insurance)

Location: Hybrid position based in either Kansas City, Missouri or Dallas, Texas, with on-site attendance three days per week.

Salary: $60,000–$70,000 annually

Company

hirify.global provides life insurance, annuities, wealth management, and institutional asset management products and services through partnerships with financial professionals across the United States.

What you will do

• Process new business applications and forms, verify accuracy, submit materials electronically, and order outstanding requirements.
• Track pending cases through completion and provide pre-issue and post-issue updates to financial professionals and the field manager.
• Coordinate with Home Office, Underwriting, HTK, and third-party administrators on underwriting and securities issues.
• Prepare basic illustrations as needed.
• Provide proactive service to financial professionals and policyholders.

Requirements

• High school diploma or equivalent.
• 3–5 years of insurance, securities, or relevant outside experience.
• Working knowledge of insurance and securities products, office policies, and company procedures.
• Strong organizational, prioritization, written, and verbal communication skills.
• Proficiency with Microsoft Office Suite and Outlook.
• Availability to work from the Kansas City or Dallas office three days per week.

Nice to have

• FINRA Series 6 license.
• FINRA Series 7 license.

Culture & Benefits

• Flexible hybrid work model based on role and personal preference.
• Collaborative environment with financial professionals, field staff, home-office employees, and third-party administrators.
• Opportunity to contribute suggestions for process and procedure improvements.