Inforce Policy Specialist at Signal Advisors

Detroit, Michigan, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Sep, 26

Salary

0.0

Posted On

15 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Outbound Phone Calls, Data Analysis, Database Software, Annuities Knowledge, Life Insurance Knowledge, Securities Knowledge, Customer Experience, Document Management, Project Management, Carrier Relations

Industry

Financial Services

Description

INFORCE POLICY SPECIALIST As an Inforce Policy Specialist, you would join a team that has pioneered the industry’s first Inforce Data management offering, 1-Click Annual Reviews, a convenient, automated, solution for agents to manage their client's annuities. The core responsibilities for this role are assisting our agents with a wide range of tasks, such as acquiring values and forms, addressing policy-related inquiries, and supporting servicing requests such as withdrawals or changes. You would play a pivotal role in helping agents move their current clients to Signal Advisors, providing support for their past sales. WHAT YOU’LL GET TO DO Navigate carrier websites and contact carriers over the phone to gather policy information, check status, and prepare annual reviews Assist producers with ad hoc policy information requests Gather annual statements and publish 1-Click Annual Reviews Data analysis and management of In Force Data Work with our internal Product Team to drive new features and offerings for our Firms WHAT WE’RE LOOKING FOR IN TEAM MEMBERS 🎨 Generalist Things move fast here - we’re looking for someone that is able to learn quickly on the spot and isn’t afraid to dive into a new topic. 💪 Executer We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals. 🔄 Accountable Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback. 💁 Customer Centric You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze. 🧘 Flexibility Signal is a rapidly growing and evolving company. You’re comfortable with ambiguity, adaptable in ever-changing environments, and open to quickly changing course when new information arises. MUST HAVES Relevant experience with outbound phone calls, emailing, downloading and recording documents, navigating data-base software Ability to work within short deadlines while managing several projects simultaneously Experience with annuities, life insurance, and/or securities is strongly preferred WHAT WE VALUE @ SIGNAL 🌔 We’re obsessed with finding a better way. Never settle for less. 🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time. 👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us. 🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act. 🧭 We do the right thing. Sticking to the highest standard of integrity is not optional. 💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right. ❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple. 🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone. 🪞 We are the "they". There is no "they". We are empowered to fix things, to be proactive, to find a solution. 🚀 We launch big ideas and then obsess over feedback to learn how we can make it even better. COMPENSATION & BENEFITS The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data. In addition to salary, our team members benefits include: Medical, vision, and dental coverage FSA or HSA-eligible health plans 3% 401(k) company contribution with no vesting period Parental leave Learning & Development stipend Wellness programs Flexible PTO Policy 10 company-wide holidays $500 for your home office setup Remote friendly company Annual all-company retreat Competitive equity package based on on role and level Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We’re imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match the job description.

Responsibilities

The specialist assists agents with annuity management by gathering policy information from carriers and preparing annual reviews. They also manage in-force data and collaborate with the product team to improve service offerings.