1035 Exchange Specialist/Replacement Processing

The Opportunity to Make a Difference

Our Life Transfer Specialists deliver a superior customer experience to the distribution channels—agent or agencies—by ensuring transfers and replacements for life insurance and annuity products are processed accurately and in a timely manner. You will delight our customers by providing information, helping to resolve transfer/replacement issues, and by collaborating with the team to reach our full potential and achieve results. Ultimately, you will be an active and engaged member of a team dedicated to bringing peace of mind to all we serve.

A typical day finds the Life Transfer Specialist processing in workflow management systems, collaborating within a team, and effectively communicating with the agent/agency via phone and email. You will be a liaison with the producing agent(s)/agency throughout the life cycle of each transfer/replacement. We encourage and provide professional and personal development opportunities in between handling your daily work with various courses and seminars through our very own NL University. In addition, you will be part of a small, but mighty, work-family working toward our annual goals and developing yourself and teammates along the way…and all for a common Cause!

Successful Candidates We’re Seeking

• You have 2+ years of professional work experience interacting with customers
• You are passionate about working for a company with a cause-driven culture
• A college degree is not required, but it is preferred.Ultimately, we value high quality skills, experience and a winning attitude as much as an earned degree
• You must be able to successfully pass a background check

The Skills to Succeed

• You are great with people and not afraid to lead
• You enjoy delighting customers with exceptional service
• You are an excellent communicator, with strong listening skills
• You are strong with solving problems and enjoy working in a collaborative team
• You thrive in a fast paced environment and are computer savvy (web searches, MS Office and Mainframes)You have a curious mindset and the courage to respectfully assert your opinions
• You have a knack for seeing how things can be done more efficiently and effectively, and are open to continuous improvement and change
• You don’t mind following a defined process to achieve repeatable, consistent business results with a minimum of variation
• You are flexible to roll with change that occurs with a rapidly growing company

What You’ll Find at National Life Group

• Competitive pay and outstanding health, wellness and insurance benefits
• Genuine opportunities for growth and career advancement
• Fun collaborative, team-based environment
• Paid training and development through NL University
• Over $5k in annual tuition reimbursement, including full tuition sponsorship for completing your undergraduate and graduate degrees with Ashford University
• Paid time off and holidays
• 40 hours of paid community service hours annually
• Flexible options to work part-time or work remotely on select days
• Onsite fitness center
• A culture committed to inclusion and diversity

#LI-MG

#LI-Hybrid