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The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (COVID-19), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at LPL Financial.As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our recruiters will explain what type of interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions that you have. You can also email us at
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Ops Specialist

Job ID: R-012608 Date posted: 02/21/2021 Primary Location CA-San Diego

The LPL Insurance Associates team within LPL’s National Sales & Consulting division is looking for an experienced Operations Specialist willing to provide exceptional customer service to LPL financial advisors in the submission and placement of life insurance business. The Operations Specialist plays an important role in facilitating the processing of new life insurance, as well as placement of business for the financial advisor and the end-client.

What will you do?

  • Daily processing and submission of life insurance new business applications

  • Provide a wide range of support to LPLIA Case Managers

  • Research complex situations pertaining to life insurance and set client expectations for the insurance process

  • Actively participate in training and meetings to remain current with operational policies and procedures, acting in the capacity of a trainer and/or trainee

  • Educate financial advisors on the use of technology to help navigate through the Resource Center for life insurance needs

  • Manage a caseload of insurance business during the post-issue process and user experience and knowledge to maximize the timely issuance and placement of business

  • Daily communication with Advisors, Internal Sales team, and Insurance carriers required for continued business processing and assigned case follow up

  • Additional responsibilities or duties may be assigned to you as needed or determined

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team-oriented, and are able to execute in a way that encourages creativity and continuous improvement

What skills, experiences, and education are required?

  • 2+ years in a prior administrative support role; supporting multiple employees simultaneously is preferred
  • Bachelor’s Degree preferred
  • MS Outlook, Excel proficiency required
  • Proficiency with Agency Integrator and Paper-clip Preferred (new business tracking and imaging systems)
  • Superior oral and written communication skills
  • Strong prioritization and organizational abilities
  • Strong follow-through and sense of urgency
  • Ability to work comfortably in a fast-paced, ever-changing environment and prioritize daily tasks
  • Ability to work within a team and independently, take the initiative with strong attention to detail
  • Positive attitude and professional demeanor

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an email address and will never conduct an interview online or in a chatroom forum.  During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card.  Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.

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