Life Insurance Policy Change Expert

National Life Group; Montpelier (VT); Vor Ort; USD 28.000 - 41.000; Vollzeit

Benefits dieser Stelle

Benefits start day one

Zusammenfassung

National Life Group is seeking a detail-oriented professional to provide quality after-issue servicing of life insurance and annuity products. The role processes policy changes per contracts and state regulations, collaborating with producers, policy owners, and multiple home-office units to complete transactions and resolve servicing requests.

Onsite four days per week with core days Mon–Thu. The ideal candidate is organized, customer-focused, and able to manage multiple priorities while

Qualifikationen

• High School diploma required.
• Completion of LOMA FLMI Level 1 Courses 280 and 290 within the first year of employment.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Aufgaben

• Analyze requests from policy owners or field associates by reviewing product specifications, contractual language, rate books, and agent guides.
• Review requests for completeness and communicate missing requirements to agents or policy owners.
• Order underwriting requirements, including medical exams, RX reports, MIB, motor vehicle reports, and other requested evidence.
• Process submitted transactions accurately within established service standards.
• Perform final review of policy changes, calculate premium and commission impacts, and prepare required documentation.
• Update administrative and supporting systems to complete policy changes.
• Perform quality reviews and distribute required forms and documentation.
• Maintain permanent electronic records and complete follow-up activities as appropriate.
• Support SEC, FINRA, state, and transactional audits.
• Determine whether grace period and/or lapse notifications should be sent to policyholders.
• Perform all other duties as assigned.

Kenntnisse

Policy servicing

Attention to detail

Customer service

Communication skills

Confidentiality

Microsoft Office

Multi-tasking

Background check

Ausbildung

High School diploma

FLMI Level 1 (280/290)

Tools

Microsoft Office

Jobbeschreibung

National Life Group is seeking a detail-oriented professional to provide quality after-issue servicing of life insurance and annuity products. The role processes policy changes per contracts and state regulations, collaborating with producers, policy owners, and multiple home-office units to complete transactions and resolve servicing requests.

Onsite four days per week with core days Mon–Thu. The ideal candidate is organized, customer-focused, and able to manage multiple priorities while