Inforce Policy Specialist

Job Summary

Supporting agents in managing client annuities, the full-time remote Inforce Policy Specialist will assist with policy inquiries, gather data for annual reviews, and drive new features in collaboration with the internal Product Team.

Key responsibilities

• Navigate carrier websites and communicate with carriers to gather policy information and prepare annual reviews
• Assist producers with ad hoc policy information requests and manage data analysis for In Force Data
• Publish 1-Click Annual Reviews and support servicing requests such as withdrawals or changes

Required qualifications

• Relevant experience with outbound phone calls, emailing, and navigating database software
• Ability to work under tight deadlines while managing multiple projects simultaneously
• Experience with annuities, life insurance, and/or securities is strongly preferred