Life Insurance Processing Specialist

Connect Search, LLC; Madison (WI); Remote; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

Connect Search, LLC is seeking a Life Insurance Processing Specialist to handle high-volume financial transactions for existing policies, including surrenders, withdrawals, and cost basis calculations. This role emphasizes accuracy, confidentiality, and independent work in a remote setting.

Ideal candidates will have hands-on life insurance policy processing experience, strong data entry skills, and the ability to navigate multiple systems.

Qualifikationen

• Hands-on experience in life insurance policy processing or policy servicing.
• High data-entry accuracy with ability to process large volumes.
• Minimum typing speed 45 WPM with high accuracy.
• Strong written and verbal communication and customer service skills.

Aufgaben

• Process high volumes of life insurance financial transactions (surrenders, withdrawals, cost basis).
• Review policyholder requests and documents for accuracy.
• Verify policy information, financial details, and amounts.
• Enter/update information in policy administration systems and maintain records.
• Provide backup phone support to policyholders after training.

Kenntnisse

Life insurance processing

Data entry accuracy

Typing speed

Customer service

Communication

Tools

ImageRight

Life Pearl

Policy systems

Jobbeschreibung

Location: Remote (United States) | Hybrid or Onsite Options Available

Employment Type: Full-Time | Temp-to-Hire

Schedule: 40 Hours Per Week | Flexible Scheduling Between 7:00 AM – 5:00 PM

Position Overview

Connect Search is partnering with an established life insurance organization seeking an experienced Life Insurance Processing Specialist to join its team.

This opportunity is ideal for someone with hands‑on experience processing financial transactions related to existing life insurance policies, including policy surrenders, withdrawals, and cost basis calculations.

The ideal candidate is detail‑oriented, comfortable working in a high-volume processing environment, and knowledgeable about life insurance policy administration.

This is not a sales position or traditional call center role. The primary focus is processing financial transactions accurately and efficiently.

Key Responsibilities

• Process high volumes of life insurance financial transactions, including policy surrenders, withdrawals, and cost basis calculations.
• Review policyholder requests and supporting documentation for accuracy and completeness.
• Verify policy information, financial details, and transaction amounts.
• Identify discrepancies and ensure transactions follow established procedures.
• Enter and update information in life insurance policy administration systems.
• Maintain accurate records and meet daily processing deadlines.
• Utilize document imaging systems to review and manage policy documentation.
• Communicate with internal departments to resolve processing questions.
• Provide backup phone support to policyholders as needed after training.
• Maintain confidentiality of sensitive policyholder and financial information.

Required Qualifications

• Previous experience in life insurance policy processing, policy servicing, or life insurance operations.
• Hands‑on experience with financial transactions involving existing life insurance policies.
• Knowledge of policy surrenders, withdrawals, cost basis calculations, or similar policy transactions.
• Strong data entry and numerical accuracy skills.
• Minimum typing speed of 45 WPM with at least 95% accuracy.
• Excellent attention to detail and ability to process high volumes of transactions.
• Ability to navigate multiple computer systems and review financial documentation.
• Strong organizational, written communication, and customer service skills.
• Ability to work independently while meeting established deadlines.

Preferred Qualifications

• Experience processing life insurance policy surrenders, withdrawals, and cost basis calculations.
• Previous experience in inforce processing or individual life insurance operations.
• Familiarity with Life Pearl or comparable life insurance administration systems.
• Experience with ImageRight or similar document imaging software.
• Typing speed of 55+ WPM.
• Experience working in a remote transaction-processing environment.

Work Arrangement & Schedule

• Remote opportunities available nationwide for candidates with relevant experience.
• Hybrid and onsite arrangements are also available.
• Full-time, 40 hours per week.
• Flexible scheduling within the hours of 7:00 AM to 5:00 PM, with a consistent agreed‑upon schedule.
• Company‑provided computer equipment for remote employees.
• Potential for additional company‑paid onsite training if needed.

Why Consider This Opportunity?

• Work with an established life insurance organization.
• Enjoy remote work flexibility.
• Utilize your existing life insurance processing expertise.
• Focus primarily on back‑office financial transactions rather than sales.
• Opportunity to transition into a permanent position.