PPLI Administration Specialist

1 day ago

Miami, Florida, United States MAS Services LLC Full time

PPLI Administration Specialist

Location: Coral Gables, Miami, Florida

Employment Type: Full-Time, Exempt

Salary: $65,000 - $75,000

Contact:

Position Overview

MAS Services LLC is a national leader in the Wealth Management Business providing specialized administrative and back-office support to the private placement life insurance and financial services industry. We are seeking a highly organized and detail-oriented PPLI Administration Specialist. This role is critical in supporting the administration and maintenance of existing client accounts, supporting new business, assuring compliance standards are met, and fostering strong communication with clients and internal teams. The ideal candidate will be eager to learn, curious, proactive, resourceful, and able to manage multiple priorities for institutional and Ultra HNW clients. Attention to detail is critical. Handling sensitive and confidential information with the utmost discretion and integrity is essential.

Key Responsibilities

Policy Administration, Client Communications and Reporting:

· Oversee daily administration of life insurance policies, annuities, and related financial accounts, ensuring timely and accurate processing.

· Support new account onboarding, including KYC/AML requirements, document collection, and data entry.

· Prepare and maintain reconciliation, compliance, and audit reports.

· Communicate directly with carriers to request policy documents, confirm policy status, and resolve discrepancies.

· Perform regular audits and reconciliations of policies and accounts, identifying and correcting errors. Act as a key administrative point of contact for client inquiries.

· Prepare and deliver periodic account reviews, policy summaries, and performance reports.

· Draft professional correspondence to clients, carriers, and external partners.

· Maintain clear and proactive communication to ensure client satisfaction.

Operational & Team Support:

· Prepare policy illustrations and financial projections for client meetings.

· Contribute to continuous process improvement initiatives.

· Assist with general office administration and cross-functional projects, as needed.

Qualifications:

· BA or BS in Business Administration, Finance, or related field preferred; equivalent experience considered.

· 2+ years of experience preferred in financial services or life insurance.

· Knowledge of life insurance products helpful but eagerness to learn paramount.

· Strong organizational skills and attention to detail.

· Excellent written and verbal communication abilities.

· Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint); CRM/database management experience a plus.

· Ability to manage multiple priorities in a fast-paced environment.

· Professional demeanor and a strong client-service mindset.

Compensation & Benefits:

  • Competitive salary commensurate with experience.
  • 15 days of paid time off (PTO) annually.
  • 401(k) plan with employer contribution.
  • 11 company-observed holidays.
  • Eligible for Annual Bonus.
  • Medical, dental, and vision insurance.
  • Employer-paid life and disability insurance.
  • Professional development and training opportunities.
  • Collaborative, team-oriented culture with opportunities for career growth.

Pay: $65, $75,000.00 per year

Benefits:

  • 401(k)
  • Health insurance
  • Paid time off

Work Location: In person

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