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Annuity Operations Specialist

2 months ago

Montpelier, Vermont, United States National Life Group Full time

The Opportunity to Make a Difference

Our Annuity Operations Specialists provide exceptional service to our distribution partners—agents and agencies—by ensuring that life insurance applications are handled with efficiency, precision, and a genuine sense of care that instills confidence in our clients. You will play a crucial role in assessing fundamental life insurance risks, empowering clients with vital information, resolving application challenges, and collaborating with your team to achieve our collective goals.

A typical day involves evaluating medical, non-medical, and financial risk factors to determine suitable ratings for life applications, managing applications through workflow systems, working collaboratively within a team, and maintaining effective communication with agents/agencies via phone, email, and CRM tools. You will serve as the primary point of contact for agents throughout the entire application process.

We are committed to your professional and personal growth, offering various training and development opportunities through our dedicated NL University. You will be part of a close-knit team striving towards shared objectives while fostering your own development and that of your colleagues.

Successful Candidates We're Seeking

  • 2+ years of experience in customer-facing roles within the life insurance or annuity sectors.
  • A strong passion for contributing to a purpose-driven organization.
  • A college degree is preferred but not mandatory; we prioritize skills, experience, and a positive attitude.
  • Ability to pass a background check, which may include fingerprinting.

The Skills to Succeed

  • Detail-oriented with excellent multitasking abilities in a dynamic environment.
  • Strong communication skills, demonstrating empathy and active listening.
  • Results-driven, personable, and confident in taking the lead.
  • Creative and critical thinker, adept at problem-solving to deliver effective solutions.
  • Dedicated to providing outstanding customer service.
  • Exhibits sound judgment and independent thinking while valuing teamwork.
  • Possesses a keen eye for efficiency and is open to continuous improvement.
  • Displays a genuine curiosity and desire to enhance business knowledge.
  • Adaptable to changes in a rapidly evolving organization.

What You'll Find at National Life Group

  • Competitive compensation along with comprehensive health, wellness, and insurance benefits.
  • Real opportunities for career growth and advancement.
  • A collaborative and enjoyable team environment.
  • Paid training and development through NL University.
  • Annual tuition reimbursement, including full sponsorship for undergraduate and graduate degrees.
  • Generous paid time off and holiday policies.
  • 40 hours of paid community service annually.
  • Onsite fitness facilities.
  • A culture dedicated to diversity and inclusion.

We have upheld our commitment to our employees, clients, community, and environment since our inception. Join us in our mission.