Life Insurance Policy Change Specialist

National Life Group; United States; Remote; USD 28,000 - 41,000; Full time

Job summary

National Life Group in the United States is seeking an after-issue servicing specialist for life insurance and annuity products. You will process policy changes in line with contracts, product specs, and state regulations while collaborating with producers, policyowners, and home office teams to complete transactions.

The role is onsite with four days per week in the office (Mon–Thu core days). You will analyze requests, verify requirements, order underwriting when needed, update records, and

Qualifications

• High School diploma required.
• Strong verbal and written communication.
• Attention to detail and problem-solving skills.
• Maintain confidentiality.
• Proficient with Microsoft Office (Word, Excel, Outlook).
• Ability to meet deadlines and work independently and collaboratively.
• Ability to work in a fast-paced environment.
• Ability to establish effective working relationships.
• Ability to pass a background check.
• Completion of LOMA FLMI Level 1 Courses 280 and 290 within the first year of employment.

Responsibilities

• Analyze requests from policy owners or field associates by reviewing product specs, 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.

Skills

Verbal & written comms

Attention to detail

Confidentiality

MS Office

Deadline-driven

Independent & collaborative work

Teamwork

Background check

Education

High School diploma

LOMA FLMI Level 1 (280 & 290) within 1st year

Tools

Microsoft Office Suite

Job description

National Life Group in the United States is seeking an after-issue servicing specialist for life insurance and annuity products. You will process policy changes in line with contracts, product specs, and state regulations while collaborating with producers, policyowners, and home office teams to complete transactions.

The role is onsite with four days per week in the office (Mon–Thu core days). You will analyze requests, verify requirements, order underwriting when needed, update records, and