Life Insurance Policy Change Specialist

National Life Group; Montpelier (VT); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Benefits start day one

Job summary

National Life Group in Montpelier, VT, seeks a detail-oriented professional for after-issue servicing of life insurance and annuity policies. You will review requests, coordinate with agents and home office teams, and ensure accurate processing per contractual guidelines.

The role emphasizes confidentiality, timely responses, and the ability to manage multiple priorities. Office presence is required four days a week on onsite core days.

Qualifications

• Strong verbal and written communication skills.
• Attention to detail and problem-solving abilities.
• Maintain confidentiality and comply with policies.

Responsibilities

• Process after-issue servicing of life insurance and annuity products.
• Collaborate with producers, policy owners, and home office units.
• Review and complete policy changes and calculate premium impacts.
• Maintain electronic records and support audits.

Skills

Communication skills

Detail oriented

Confidentiality

MS Office proficiency

Education

High School diploma

LOMA FLMI Level 1 280/290

Tools

Microsoft Office

Job description

National Life Group in Montpelier, VT, seeks a detail-oriented professional for after-issue servicing of life insurance and annuity policies. You will review requests, coordinate with agents and home office teams, and ensure accurate processing per contractual guidelines.

The role emphasizes confidentiality, timely responses, and the ability to manage multiple priorities. Office presence is required four days a week on onsite core days.