Life Policy Administration Representative

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

Company Overview

Alfa Insurance® is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states.

Company Overview

Alfa Insurance® is an A-rated insurance carrier that offers an excellent array of auto, home, life, farm and business insurance products. Since its humble beginnings in 1946, Alfa and its affiliates now serve more than 1 million customers across 14 states. As a Life Policy Administration Representative for Alfa Insurance, you do more than provide excellent service. You make a positive impact on the company and its customers. It’s becoming part of well-respected company that is based on faith, family, community and integrity. Become part of the Alfa family where you can discover your purpose and help make a difference in the lives of our policyholders and your community.

Job Summary

The Life PA Representative serves as a key support role within Life Policy Administration, providing accurate, detail-driven service to policyholders, agents, and financial institutions. This position requires strong analytical skills, financial accountability, and a commitment to delivering clear, timely communication while administering complex life insurance policies.

Responsibilities

• Communicate with Policyholders, agents, CSR's, and financial institutions regarding company policy and procedures, policy information, policy status and account values with a high degree of financial accountability for the accuracy.
• Send requested information or forms to policyowner, agent, or CSR via USPS, email, or fax. Must be able to determine which forms are required for requests.
• 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 to obtain broader processing knowledge.

Qualifications

• High School Education or GED
• Actively working towards LOMA Designation, ACS (Associate of Customer Service)
• Excellent mathematical skills
• Excellent written and verbal communication skills
• Research and analysis skills to interpret complex contracts
• Multi-tasking

Benefits/Perks

• Opportunity for annual performance bonus
• Discounts on your auto insurance (underwriting approval required)
• Benefits include: Health, dental, supplemental cancer, vision insurance and 401(k) plan
• Paid Time Off Bank to include 3 days PTO available after first 80 hours worked for New Hires
• Short-term and long-term disability
• Flexible Healthcare and Childcare spending accounts for tax savings
• Opportunities for advancement
• Continuous training and support throughout your career with Alfa
• College tuition discounts at various colleges in Alabama
• Fitness center
• Onsite cafeteria