Life & Annuity AI Training & Evaluation Specialist

Mercor; Oslo fylke; On-site; NOK 784,000 - 1,625,000; Full time

Job summary

Mercor is collaborating with a leading AI lab to design realistic life & annuity scenarios for training AI models. The role focuses on needs analyses, underwriting, and policy-service evaluation to ensure disclosure and product suitability.

Applicants should have 2+ years in life insurance or annuity fields, with familiarity across product families. Strong written communication and attention to detail are essential.

Qualifications

• 2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
• Experience with at least one product family such as term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities
• Understand how policy mechanics drive long-term outcomes
• Explain tax treatment and suitability clearly, and recognize when licensed or legal review is required
• Demonstrate excellent written communication, quantitative care and high attention to detail
• Differentiate product and suitability judgment from investment or tax advice

Responsibilities

• Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement
• Create work products such as coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses and policy-service determinations
• Write 'golden' reference responses at experienced life and annuity practitioner quality
• Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness and disclosure adequacy
• Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements
• Provide written feedback the research team uses to improve model behavior
• Participate in onboarding office hours and calibration sessions

Skills

Life insurance

Underwriting

Policy service

Suitability review

Illustrations

Replacement analyses

Education

CLU

ChFC

FLMI

CFP

Job description

Mercor is collaborating with a leading AI lab to design realistic life & annuity scenarios for training AI models. The role focuses on needs analyses, underwriting, and policy-service evaluation to ensure disclosure and product suitability.

Applicants should have 2+ years in life insurance or annuity fields, with familiarity across product families. Strong written communication and attention to detail are essential.