Senior Policy Administrator

October Three Consulting; Jacksonville (FL); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, vision

HSA/FSA

PTO

Cash balance pension plan

Job summary

Westport HRH LLC seeks a Senior Policy Administrator to manage COLI/BOLI and related policies, oversee claims and participant services, and lead onboarding and implementation projects. This full-time role initially requires onsite work during onboarding, with potential for a hybrid schedule later based on performance and independence.

Ideal candidates bring 7+ years in insurance or financial services, strong project leadership, and excellent communication.

Qualifications

• 7+ years of experience in insurance, financial services, accounting, or related operational field.
• Excellent task management abilities; able to effectively manage and prioritize multiple incoming requests and respond within time guidelines.
• Top-notch time management skills; ability to quickly digest complex information and respond in a timely manner.
• Strong project leadership skills.
• Ability to work and solve problems independently, while knowing when to collaborate and seek additional input.
• Technical proficiency; unafraid to work with software, identify problems, and report to technical teams.
• Microsoft Excel proficiency.
• Familiarity with researching via websites.

Responsibilities

• Administer and service Corporate-Owned Life Insurance (COLI), Bank-Owned Life Insurance (BOLI), and non-qualified benefit plan policies.
• Manage end-to-end claims administration.
• Oversee participant administration activities, providing exceptional service and support for participant inquiries and requests.
• Lead client onboarding, implementation, and project coordination efforts to ensure successful new business installations and smooth transitions.
• Support insurance administration platforms, reporting, and illustration management while partnering with stakeholders to improve processes.

Skills

Task management

Time management

Project leadership

Independent working

Technical proficiency

Microsoft Excel

Research skills

Tools

Microsoft Access

Job description

Senior Policy Administrator (Life Insurance, Retirement)

Peoplr is seeking a Senior Policy Administrator for our client, Westport HRH LLC, a financial-administrative services company specializing in insurance expertise. This job is ideal for resourceful, solutions-oriented project leaders who thrive in fast-paced, task-driven environments. The Senior Policy Administrator is a full-time, regular role. The chosen candidate will work fully onsite during the initial onboarding and training period, after which they may be eligible for a hybrid schedule, determined by their ability to independently and consistently perform the requirements of the role.

What You’ll Do (Key Responsibilities)

As a Senior Policy Administrator, you will…

• Administer and service Corporate-Owned Life Insurance (COLI), Bank-Owned Life Insurance (BOLI), and non-qualified benefit plan policies
• Manage end-to-end claims administration
• Oversee participant administration activities, providing exceptional service and support for participant inquiries and requests
• Lead client onboarding, implementation, and project coordination efforts to ensure successful new business installations and smooth transitions
• Support insurance administration platforms, reporting, and illustration management while partnering with stakeholders to improve processes and translate business requirements into effective solutions
• Competitive base salary and performance-based bonus opportunities
• Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, and a cash balance pension plan

Required Qualifications

• 7+ years of experience in insurance, financial services, accounting, or related operational field
• Excellent task management abilities; able to effectively manage and prioritize multiple incoming requests and respond within time guidelines
• Top-notch time management skills; ability to quickly digest complex information and respond in a timely manner
• Strong project leadership skills
• Ability to work and solve problems independently, while knowing when to collaborate and seek additional input
• Technical proficiency; unafraid to work with software, identify problems, and report to technical teams
• Microsoft Office familiarity, specifically Excel
• Familiarity and resourcefulness with various websites for research and processing
• Excellent communication skills; confidence in connecting with external clients and internal leadership

Preferred Qualifications

• Experience in life insurance administration, such claims management, participant services, policy administration, and/or working with insurance carriers, brokers, participants, and institutional clients
• Proficiency with Microsoft Access

About Westport HRH and October Three

Westport HRH, LLC provides financial and insurance-related expertise, including Bank-Owned Life Insurance (BOLI) administration. They are a fully owned subsidiary of October Three, LLC. October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees, such as their propriety, one-of-a-kind software. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.

All positions at October Three Consulting require an applicant who has accepted an offer to undergo a background check. Background checks may include some or all the following: SSN validation, education verification, employment verification, and criminal check. By applying for a position with October Three, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with October Three’s employment policies.

About Peoplr

Peoplr is a national Human Resources consulting firm that delivers fractional HR solutions, recruiting services, and outplacement/career coaching services. Check us out at www.mypeoplr.com.

Peoplr is proud to be an Equal Opportunity Employer. All job applicants will receive consideration for employment. We do not discriminate based upon race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, other non-merit-based factors, or any other characteristic protected by federal, state, or local laws.

Peoplr is committed to providing equal opportunity and reasonable accommodation for people with disabilities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call 844-577-1940 or email [e-mail]