Remote Life Insurance Policy Processing Specialist

Connect Search, LLC; Madison (WI); Remote; USD 42,000 - 65,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Life insurance processing

Data entry accuracy

Typing speed

Customer service

Communication

Tools

ImageRight

Life Pearl

Policy systems

Job description

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.