In-Force Policy Specialist — Customer Care & Compliance

ADP, Inc.; Lincoln (NE); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

American Life Financial Partners, LLC is seeking an In-Force Financial Assistant/Associate in Lincoln, NE. The role focuses on managing in-force policies and ensuring compliance, with duties spanning premium processing, policy loans, and data entry.

The candidate will handle customer inquiries, support across underwriting, claims, and service teams, and participate in process improvements to boost accuracy and efficiency in policy administration.

Qualifications

• High School Diploma or GED required. AA Degree preferred for Associate level.
• 1 year of insurance/annuity processing experience desired for the Associate level.
• Proficient with computers and basic Excel knowledge.

Responsibilities

• Manage and maintain in-force policies and ensure compliance with company and regulatory policies.
• Handle financial transactions related to in-force policies (premiums, loans, withdrawals, surrenders).
• Respond to customer inquiries and resolve policy-related issues efficiently.

Skills

Attention to detail

Excellent communication

Interpersonal skills

Proficient with Microsoft Office

Data entry

Education

High School Diploma or GED

AA Degree

Tools

Microsoft Office Suite

Database management systems

Excel

Job description

American Life Financial Partners, LLC is seeking an In-Force Financial Assistant/Associate in Lincoln, NE. The role focuses on managing in-force policies and ensuring compliance, with duties spanning premium processing, policy loans, and data entry.

The candidate will handle customer inquiries, support across underwriting, claims, and service teams, and participate in process improvements to boost accuracy and efficiency in policy administration.