Life Policy Administration Pro — Impactful, Detail‑Driven

Alfa Insurance; Montgomery (AL); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

Annual bonus

Health insurance

Dental insurance

Vision insurance

401(k) plan

Paid time off

Disability insurance

Flexible spending accounts

Tuition discounts (Alabama)

Job summary

Alfa Insurance in Alabama seeks a Life Policy Administration Representative responsible for accurate, detail-driven service to policyowners, agents and financial institutions, handling complex life policies with financial accountability. The role requires strong analytical skills, clear communication, and teamwork.

You will process requests, send forms, and participate in ongoing training with policy administration specialists to broaden processing knowledge.

Qualifications

• High School Education or GED.
• Actively working toward LOMA/ACS designation.
• Excellent mathematical skills.
• Excellent written and verbal communication skills.
• Research and analysis skills to interpret complex contracts.
• Ability to multi-task in a fast-paced environment.

Responsibilities

• Communicate with policyholders, agents, CSR's, and financial institutions regarding policy information and account values.
• Send requested information or forms to policyowner, agent, or CSR via USPS, email, or fax.
• Demonstrate initiative, good attitude, empathy, patience, and teamwork.
• Complete and send letters, forms, or requested information to the policyowner/agent.
• Ongoing training with the Policy Administration Analyst and Specialists.

Skills

Math skills

Written & verbal communication

Analytical skills

Research & analysis

Multi-tasking

Education

High School Diploma or GED

Pursuing LOMA/ACS designation

Job description

Alfa Insurance in Alabama seeks a Life Policy Administration Representative responsible for accurate, detail-driven service to policyowners, agents and financial institutions, handling complex life policies with financial accountability. The role requires strong analytical skills, clear communication, and teamwork.

You will process requests, send forms, and participate in ongoing training with policy administration specialists to broaden processing knowledge.