Job Description

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

Sales 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
Operations 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 mor

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

Health insurance Life insurance Professional development assistance Retirement plan
Work Location: Hybrid remote in Burlington, VT 05401