About Bluestone Life

We leverage the power of life insurance, an essential financial product, to protect
families, communities, and our planet. Through our Premiums with Purpose® approach –
we utilize intention, proprietary products paired with 30+ carrier access, relentless
advocacy, and deep relationships to drive positive social and environmental outcomes.

The Role

We're seeking a highly organized, mission-aligned professional to serve as a critical bridge between executive leadership and day-to-day operations. This hybrid role combines strategic sales support with operational coordination, requiring someone who can seamlessly shift from managing high-level internal and external relationships to ensuring our systems, compliance processes, and internal operations run smoothly. You'll work directly with our President and our CEO, gaining exposure to all facets of running an impact-driven insurance company and supporting a robust sales pipeline all while building systems that will scale with our growth.

Key Responsibilities

Sale Support

• Participate in sales calls and client meetings, providing real-time technical and
  operational support, managing meeting notes, and coordinating follow-up action items to
  ensure a seamless client experience

• Coordinate and process life insurance applications end-to-end; preparing required forms,
  illustrations, and compliance materials; ensuring accurate submission to underwriting;
  and coordinating status tracking as liaison between sales, underwriting, and clients
  throughout policy issuance

• Maintain CRM data integrity, including client records, sales activity tracking, pipeline
  reporting, and all sales-related documentation in compliance with state regulations and
  company standards

• Support agents and distribution partners with product inquiries, contracting issues,
  technical troubleshooting, and compliance-related paperwork.

• Research and synthesize information on industry trends, competitive landscape, and
  potential partnerships

Operation Support

• Maintain organized operational systems for policy documentation, underwriting
  workflows, agent management, and recurring SOPs to ensure accuracy, consistency, and
  scalability

• Coordinate multi-state insurance licensing, regulatory compliance and industry reporting
  requirements including LOMA, NAIC, and other applicable standards

• Support financial operations coordination including premium tracking and nonprofit
  donations and collaboration.

• Support B Corp and 1% for the Planet recertification processes and other impact
  measurement initiatives

• Coordinate and prepare materials for internal and external meetings, partnership
  discussions, strategic planning sessions, and provide high-level administrative support to
  the President and CEO

Skills, Attributes, and Experience

• Mission-Aligned: Passionate about using insurance to drive positive social and
  environmental impact as a “Practical Activist”.

• Intrapreneurial & Proactive: Self-motivated, independent, and able to anticipate needs
  without being asked.

• Detail-Oriented & Organized: Strong ability to manage multiple priorities with
  accuracy and urgency.

• Licensed & Experienced: Life & health insurance license; a minimum of 3 years in life
  insurance sales and operations.

• Compliance Knowledge: Familiarity with insurance licensing, regulatory processes, and
  industry standards.

• Technical Skills: Proficient in MS Office 365 and CRM platforms (HubSpot or similar).

• Communication: Exceptional written and verbal skills; able to build relationships across
  diverse stakeholders.

• Confidentiality: Demonstrated discretion in handling sensitive information.

• Project Management: Certification or training preferred; ability to create scalable
  systems and SOPs.

• Adaptable Systems Thinker: Comfortable in dynamic environments; skilled at creating
  order from complexity.

What We Offer

• Competitive salary based on experience

• Comprehensive benefits including health insurance and retirement plan

• Flexible hybrid work arrangement

• Professional development support (LOMA courses, industry training, conferences)

• Opportunity to shape operations at a growing social enterprise

• Direct collaboration with executive leadership and strategic decision-making

• Front-row seat to building a company that's changing the life insurance industry

• A values-led culture rooted in family, community, and planet

Apply
Send your resume and a brief cover letter explaining why Bluestone's mission resonates with you
and how your experience prepares you for this role to [careers@bluestonelife.com]. Please
include "Sales and Operations Coordinator" in the subject line.

Equal Opportunity Employment
Bluestone Life is an Equal Opportunity Employer guided by our values of protecting
families, strengthening communities, and safeguarding our planet. We welcome
applicants of diverse backgrounds and experiences to join us in building a more resilient
future.