Annuity Case Associate

3 days ago


Montpelier, Vermont, United States National Life Group Full time
Transform Lives with National Life Group

At National Life Group, we're dedicated to making a positive impact on people's lives. As an Annuity Case Associate, you'll play a vital role in delivering exceptional customer experiences and ensuring the smooth processing of life insurance applications.

Key Responsibilities:
  • Assess and evaluate life insurance applications to determine risk factors and appropriate ratings.
  • Collaborate with the team to resolve application issues and provide exceptional customer service.
  • Communicate effectively with agents and agencies via phone, email, and CRM systems.
  • Process applications in workflow management systems and maintain accurate records.
What We Offer:
  • A competitive salary and comprehensive benefits package.
  • Opportunities for growth and career advancement in a dynamic and supportive environment.
  • A fun and collaborative team culture that values diversity and inclusion.
  • Professional development opportunities through NL University.
  • A generous paid time off plan and 40 hours of paid community service hours annually.
Requirements:
  • 2+ years of professional experience in life insurance and/or annuity fields.
  • Passion for working with a company that prioritizes cause-driven culture.
  • Strong communication and problem-solving skills.
  • Ability to work in a fast-paced environment and adapt to change.
Join Our Team:

At National Life Group, we're committed to making a difference in people's lives. If you're passionate about delivering exceptional customer experiences and working in a dynamic environment, we encourage you to apply for this exciting opportunity.



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