AI-Driven Life & Annuity Advisory Specialist

Mercor; Stockholms kommun; On-site; SEK 1,668,000 - 1,688,000; Full time

Job summary

Mercor is partnering with a leading AI lab to train frontier models on high-quality insurance reasoning data. We are hiring Life & Annuity Specialists to design realistic advisory, underwriting and policy-service scenarios, evaluate model outputs, and help shape how AI reasons about mortality risk and policy services.

Role focuses on needs analysis, product selection, underwriting, and replacement considerations, with deadlines and high standards for accuracy and disclosure.

Qualifications

• 2+ years of professional experience in life insurance or annuity advisory, underwriting, or policy administration.
• Experience with term, whole life, universal life or annuities.
• Ability to explain tax treatment and suitability clearly.

Responsibilities

• Design realistic scenarios for needs analysis, product selection, illustrations, 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.

Job description

Mercor is partnering with a leading AI lab to train frontier models on high-quality insurance reasoning data. We are hiring Life & Annuity Specialists to design realistic advisory, underwriting and policy-service scenarios, evaluate model outputs, and help shape how AI reasons about mortality risk and policy services.

Role focuses on needs analysis, product selection, underwriting, and replacement considerations, with deadlines and high standards for accuracy and disclosure.