JSO Partners Insurance Support Specialist (Full-Time, In-Person, Must be Bilingual)
Blue Bell, PA

JSO Partners is a growing wealth management practice dedicated to helping individuals and families achieve financial confidence through comprehensive financial planning and investment management. We pride ourselves on building lasting relationships with our clients through exceptional service, integrity, and personalized advice.

We are seeking a highly organized, compassionate, and detail-oriented Insurance Support Specialist & Client Advocate to join our growing team. This position plays a critical role in supporting our advisors and clients throughout the insurance and annuity process—from application submission through ongoing policy servicing and processing claims.

This is not a sales position. Rather, it is an operations and client service role for someone who enjoys solving problems, building relationships, and advocating for clients during some of the most important moments of their lives. The ideal candidate is proactive, resourceful, and committed to delivering exceptional service while working closely with insurance carriers, advisors, and clients.

Insurance & Annuity Operations
• Prepare, review, and submit life insurance, annuity, and long-term care insurance applications.
• Ensure all paperwork is complete, accurate, and compliant prior to submission.
• Track applications through underwriting and issue, proactively identifying and resolving outstanding requirements.
• Communicate regularly with insurance carriers, wholesalers, underwriters, and case managers to expedite processing.

Long-Term Care Claims & Client Advocacy
• Guide clients and their families through the long-term care claims process from initial filing through benefit approval.
• Gather required documentation and coordinate with physicians, care providers, and insurance companies.
• Monitor claim status and follow up regularly with carriers.
• Advocate on behalf of clients to help resolve delays, administrative issues, or claim disputes.
• Serve as a trusted resource during what can often be a stressful and emotional time for clients.

Carrier & Client Service
• Serve as a primary point of contact with insurance companies regarding pending business, policy servicing, claims, and client requests.
• Assist clients with beneficiary changes, ownership updates, premium questions, policy service requests, and other insurance-related needs.
• Coordinate policy delivery and maintain ongoing follow-up until all service requests have been completed.
• Build productive relationships with carrier representatives to facilitate timely resolution of client matters.

Qualifications
• 3+ years of experience in insurance operations, wealth management, financial services, or a related administrative role.
• Experience processing life insurance and/or annuity applications strongly preferred.
• Exceptional organizational skills and attention to detail.
• Excellent verbal and written communication skills.
• Strong problem-solving abilities with a client-first mindset.
• Ability to manage multiple priorities while maintaining accuracy and professionalism.
• Proficiency with Microsoft Office and CRM systems.

The Ideal Candidate
You are someone who:
• Takes pride in providing white-glove client service.
• Enjoys helping clients navigate complex insurance matters.
• Builds strong relationships with insurance carriers and business partners.
• Follows through until problems are fully resolved.
• Works independently while collaborating effectively with advisors and teammates.
• Maintains discretion when handling confidential financial and personal information.
• Thrives in a detail-oriented, fast-paced environment.

What We Offer
• Competitive compensation based on experience and opportunity for performance-based bonuses.
• Comprehensive benefits package including paid vacation and holidays, retirement plan with employer contribution
• Professional development and continuing education opportunities.
• A collaborative, family-oriented work environment dedicated to delivering exceptional client service.

To apply, please send your resume to team@jsopartners.com or call (215) 283-3131 and ask for Hyeran Paek.