Life/Annuity Insurance Policy Issue Specialist

About Investors Heritage

Since 1960, Investors Heritage has offered life insurance and annuity products that help individuals plan for retirement and preserve their legacies. Headquartered in Frankfort, Kentucky and licensed in nearly every U.S. state, we combine deep regional roots with a national presence-delivering forward-thinking, tech-enabled solutions grounded in the old-fashioned value of personal service.

In 2018, Investors Heritage was acquired by Aquarian Holdings as its flagship insurance carrier. With the backing of Aquarian, success of our products and our solid partnerships, we've entered a period of strategic growth and innovation – earning multiple recognitions as one of the fastest growing life and annuity insurers in the country.

And we're not stopping there. We continue to innovate sensibly, build relationships with our partners and deliver exceptional service to our clients. Having that kind of foundation – one built on reliability, consistency, and quality – grounds everything we do at Investors Heritage. We're looking for talented, driven individuals who want to grow with us.

In this role, you will be responsible for the accurate and timely preparation, review, and issuance of life insurance and annuity policies for a range of different products. This position ensures all documentation, rates, and data are verified as accurate prior to policy mailing and maintains compliance with company and regulatory standards. The ideal candidate will have strong attention to detail, excellent organizational skills, and the ability to manage multiple priorities while meeting tight deadlines.

This position requires being on-site at the Investors Heritage home office in Frankfort, Kentucky.

Job Duties

• Review and process daily policy issuances, ensuring all documents are complete and accurate prior to mailing.
• Verify all rates, data entry, and documentation for accuracy before policies are printed and activated.
• Complete and maintain all transmittals, amendments, and issue logs as required.
• Monitor and follow up on held policies (licensing, actuarial review, refunds, etc.) within 24–48 hours.
• Process miscellaneous requests related to Policy Service, Claims, and Third-Party Administrators (TPA) promptly and professionally.
• Coordinate with the Actuarial team for sign-offs, testing of new plan codes, rates, and product implementations within established deadlines.
• Maintain a high standard of quality, confidentiality, and compliance with company policies and procedures.
• Ability to work efficiently under tight turnaround times - most workloads are expected to be processed by the end of the same business day, or at the latest, the next business day.
• Commitment to maintaining our company's high standards for client experience and delivering timely, accurate, and professional service.

Job Requirements

• Experience processing policy applications, changes, or transactions across multiple lines of business and systems.
• Comfortable assisting clients by phone and providing clear, accurate information.
• 2-years of college level studies or at least 2-years working in an office or administrative setting
• Tech-savvy with the ability to learn and navigate various systems and databases quickly.
• Demonstrated critical thinking and problem-solving skills to ensure accuracy and compliance in all policy processing activities.
• Strong attention to detail and excellent organizational skills.
• Excellent interpersonal and communication skills - able to interact clearly and professionally with colleagues, clients, and other departments.
• Ability to work independently with minimal supervision; self-motivated with a strong work ethic.
• Proven ability to manage multiple priorities, meet deadlines, and contribute effectively in a team-oriented environment.