3 часа назад
Contract Change Specialist (Insurance)
20 - 30$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Contract Change Specialist (Insurance): Processing and reviewing after-issue changes for life insurance and annuity policies with an accent on contractual provisions, product specifications, state regulations, and accurate policy administration. Focus on analyzing complex servicing requests, coordinating underwriting requirements, calculating premium and commission impacts, and supporting regulatory audits.
Location: Addison, Texas, or Montpelier, Vermont; onsite four days per week on Monday through Thursday
Hourly pay range: $20–$30 USD per hour
Company
is an insurance and annuities company founded in 1848 that provides financial protection and supports charitable and environmental initiatives.
What you will do
- Process after-issue servicing requests and policy changes for life insurance and annuity products.
- Review product specifications, contractual language, rate books, agent guides, and submitted documentation.
- Identify missing requirements and communicate with agents, policy owners, field associates, and internal business units.
- Order underwriting evidence, including medical exams, prescription reports, MIB reports, and motor vehicle reports.
- Complete final reviews, calculate premium and commission impacts, prepare forms, and update administrative systems.
- Maintain electronic records, complete follow-up activities, determine when lapse or grace-period notifications are required, and support SEC, FINRA, state, and transactional audits.
Requirements
- High school diploma.
- Strong verbal and written communication, attention to detail, problem-solving, organization, and confidentiality.
- Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
- Ability to meet deadlines, work independently and collaboratively, manage multiple priorities, and perform in a fast-paced environment.
- Ability to pass a background check.
- Completion of LOMA FLMI Level 1 Courses 280 and 290 within the first year of employment.
- Visa sponsorship is not available for this position.
Nice to have
- Strong mathematics skills.
- ACA or ALMI LOMA designations.
- Previous insurance or financial services experience.
Culture & Benefits
- Collaborative environment with opportunities for professional growth.
- Benefits begin on the first day of employment and can be customized to individual and family needs.
- Medical, financial, and other benefits may include 401(k) eligibility, vacation, sick time, and parental leave.
- Eligible employees may participate in discretionary annual incentive programs.
- Employees are expected to use approved AI tools responsibly, validate AI-generated content, and follow confidentiality, privacy, security, compliance, retention, and intellectual-property policies.
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