Life & Retirement Advocate I

ViziRecruiter,LLC.; Springfield (IL); On-site; USD 40,000 - 56,000; Full time

Benefits offered by this job

Normal office environment

Hybrid working arrangement

Job summary

Horace Mann is seeking a motivated Life & Retirement Operations Advocate I in Springfield, IL, to support transactions, assist the field sales team, and ensure high-quality service. This hybrid role offers growth in Life & Retirement knowledge and regulatory awareness within a collaborative team.

You will learn systems like CK4, EXL-LifePro, and VIP tools while supporting customers and staying compliant. Strong communication and detail orientation are essential for success.

Qualifications

• High school diploma or GED required.
• Bachelor’s degree in business, finance, or related field preferred.
• Interest in Life Insurance and retirement products.
• Strong written and verbal communication, attention to detail.
• Ability to learn multiple systems and regulatory requirements.

Responsibilities

• Process Life & Retirement Core and Auxiliary transactions with accuracy.
• Support field sales team and clients with timely, clear information.
• Learn and effectively use administrative systems and tools.
• Adhere to FINRA, SEC, IRS, Department of Insurance, SOPs and regulatory requirements.
• Collaborate with peers to improve processes and customer experience.

Skills

Communication skills

Attention to detail

Time management

Team collaboration

Education

High School Diploma or GED

Bachelor's degree in business/finance

Tools

CK4

EXL-LifePro

Resonant

Mainframe

SAW

VIP Doc View

VIP Work Queue

Web Transactions

Page Center Reporting

Microsoft Office

Hyland OnBase

Relius Administration

Job description

Introduction

We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future.

Overview

Horace Mann is seeking a motivated and detail-orientedLife & Retirement Advocate Ito join our Life & Retirement Operations team. This is an excellent opportunity for someone interested in building a career in financial services while developing knowledge of Life and Retirement products, operations, regulatory requirements, and industry practices.

In this role, you’ll process Life & Retirement transactions, support our field sales team and clients, and learn the systems and processes that help deliver an efficient and high-quality customer experience. You’ll work as part of a collaborative, flexible team where accuracy, continuous learning, and exceptional service are essential to success.

This is a hybrid role for the Springfield, IL office.

Responsibilities

Life & Retirement Operations

• Perform assignedLife & Retirement Core and Auxiliary transactions while maintaining established quality and service standards.
• Develop proficiency in assigned Core business functions and Auxiliary functions, progressing knowledge and capabilities as experience grows.
• Work as part of a flexible work group to maximize workflow efficiency, productivity, and service delivery.
• Manage assigned work and provide timely updates to maintain transparency around service-level expectations.

Customer & Field Support

• Communicate consistently and professionally with clients and the field sales team, providing clear and concise information.
• Deliver responsive service while maintaining accuracy and professionalism in every interaction.
• Collaborate with peers and internal business partners to address priorities and support effective resolution of operational needs.

Systems & Technology

• Learn and effectively utilize administrative systems, document repositories, workflows, and web-based applications supporting Life & Retirement Operations.
• Develop working knowledge of systems and tools includingCK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page Center Reporting, Microsoft Office, Hyland OnBase, and Relius Administration.

Compliance & Quality

• Develop an understanding of and adhere to applicable FINRA, SEC, IRS, Department of Insurance, internal SOP, tax, and filed-rule requirements.
• Balance multiple priorities while maintaining quality, accuracy, and compliance with established service-level agreements.
• Build foundational knowledge of retirement products, industry practices, and regulatory requirements.

Continuous Learning & Improvement

• Actively participate in training, team collaboration, and professional development opportunities.
• Identify and share opportunities to improve processes, workflows, and the customer experience.
• Continue developing Life & Retirement product and industry knowledge to support career growth.

Requirements

• H.S Diploma or GED equivalent, required.
• Bachelor’s degree in abusiness, finance, or related field preferred, or comparable business-related education and experience preferred.
• Interest in developing knowledge ofLife Insurance, Retirement products, and financial services operations.
• Strong written and verbal communication skills.
• Excellent attention to detail, organization, and time-management abilities.
• Ability to learn multiple systems, processes, and regulatory requirements.
• Ability to multitask, prioritize work, and collaborate effectively in a team environment.
• Strong commitment to accuracy, quality, and customer service.

Additional Information

• Normal office environment.
• Hybrid working arrangement.