Life Insurance Policy Change Specialist

National Life Insurance Company Limited; Addison, Montpelier (TX, VT); Presencial; USD 28 000 - 41 000; Tempo integral

Resumo da oferta

National Life Group is seeking a detail‑oriented professional to provide after‑issue servicing of life insurance and annuity products. You will analyze requests, coordinate with policyowners, and ensure compliance with policies and state regulations.

The role currently offers an onsite schedule with four core days in the office weekly, subject to change with notice. Strong accuracy, communication, and teamwork are essential to success.

Qualificações

• Strong verbal and written communication skills.
• Excellent attention to detail and problem solving.
• Ability to maintain confidentiality and follow policies.
• Proficient with Microsoft Office Suite (Word, Excel, Outlook).
• Ability to meet deadlines and work independently and in teams.
• Experience in a fast-paced insurance environment is a plus.

Responsabilidades

• Analyze policy changes and servicing requests for accuracy.
• Coordinate with producers, owners, and home office units to complete transactions.
• Perform quality reviews and maintain electronic records.
• Update systems to reflect changes and ensure compliance.
• Assist with audits and regulatory requirements as needed.
• Handle multiple priorities with confidentiality and attention to detail.

Conhecimentos

Communication skills

Attention to detail

Confidentiality

MS Office (Word, Excel, Outlook)

Deadline driven

Fast-paced environment

Relationship building

Background check

Formação académica

LOMA FLMI Level 1 Courses 280 & 290

Descrição da oferta de emprego

National Life Group is seeking a detail‑oriented professional to provide after‑issue servicing of life insurance and annuity products. You will analyze requests, coordinate with policyowners, and ensure compliance with policies and state regulations.

The role currently offers an onsite schedule with four core days in the office weekly, subject to change with notice. Strong accuracy, communication, and teamwork are essential to success.