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<p><strong>Contract Change Specialist</strong></p><p><em>Please note that we do not offer visa sponsorship for this position.</em></p><p>The primary responsibility for this position is to provide quality after-issue servicing of life insurance products.&nbsp; This includes processing changes to life policies and annuities based on the contractual rights indicated within the policy and product specifications, in a timely and accurate manner; to communicate with field associates and home office associates in order to process changes in compliance with both company and state regulations.&nbsp;&nbsp;</p><p>The incumbent will work with a wide variety of individuals, including producers, policy owners and field associates, as well as coordinate work with several home office business units including, but not limited to, New Business, Underwriting, Replacements, &nbsp;Inbound and Outbound Payment Centers , Contract &amp; Licensing , Title and Claims.</p><p>&nbsp;<strong>Key Responsibilities</strong></p><ul><li>Analyze requests from policy owners or field associates for availability; involves reviewing product specifications, contractual language, old rates books and agent guides, etc.</li></ul><ul><li>Review for completeness of requirements received and communicate any missing requirements to agent or policy owner</li><li>Coordinate with After Issue Underwriter for requirements needed for changes that add a risk to the company and order&nbsp;underwriting requirements such as but not limited to medical exams, RX reports, MIB, Motor vehicle&nbsp; reports and any other requirements the underwriter requests, includes preparing each case for the Underwriting review and acting as liaison between Underwriting and Agent/Policyholder for additional information</li></ul><ul><li>Responsible for managing the case (change) from beginning to end , communicating in a timely manner with the agent or policyholder and other business areas as needed</li></ul><ul><li>Prompt and efficient processing of submitted transactions within designated time frame</li><li>Perform final review of policy change, calculate changes to premiums and commissions, preparation of &nbsp;documentation of all reviews</li><li>Process changes to policies by inputting updated information into&nbsp; our administrative systems, including the traditional life, disability and vantage systems; issues new policies on the new business system and makes appropriate changes to many supporting systems to complete the actual changes to the policy</li><li>Maintain quality work and perform quality checks of &nbsp;new or changed policy and mails out appropriate forms and documentation directly to agent and/or policy owner</li><li>Complete updates of systems and files all documentation in permanent, imaged application; performs follow-up as needed and appropriate</li></ul><ul><li>Reviews the legacy system controls each morning and if the system reports show any out of balance situations, will work with the Team Manager and/or Team Lead to determine if we alert IT or a business area</li><li>Reviews error reports and reports from the legacy systems that require business areas to take action and responsible for alerting each business area of the action required or errors ; will work closely with Team Manager and/or Team Lead as needed</li></ul><ul><li>Actively involved with the SEC, FINRA and state audits; also involved with transactional audits that occur annually</li><li>Perform other duties related to servicing and maintaining Inforce Policies</li></ul><p><strong>Job Requirements</strong></p><ul><li>High School diploma</li><li>Strong math skills preferred</li><li>Thorough and observant, with an eye for detail</li><li>Strong communication skills both verbal and written</li><li>Maintain confidentiality</li><li>Organized and Driven</li><li>Proficient in Microsoft Office Suite (Word, Excel, Outlook)&nbsp;</li><li>Ability to meet established deadlines; must be able to work independently and as a team player</li><li>Ability to work in a fast-paced environment; strong interpersonal skills a must</li><li>Establish and maintain effective working relationships</li><li>Must be able to pass a background check</li><li>Strong problem solving skills</li><li>Conscientious and responsible</li><li>LOMA course completion required within first year on the job (FLMI Level 1 – Course 280 &amp; 290); strongly encouraged to obtain LOMA designations ACA and ALMI</li><li>Ability to pass a background check</li><li>A strong work ethic and a demonstrated ability to work independently in a fast-paced environment with a high degree of accuracy</li></ul><br><h6>&nbsp;The base compensation range represents the low and high end of the compensation range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees. Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package, which includes a 401(k) retirement plan match, medical, dental, and vision insurance, paid holidays, and a generous paid time off plan, as well as other benefits.</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>Fortune 1000 status is based on the consolidated financial results of all National Life Group companies.&nbsp;</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

National Life Group

Contract Change Technician

<p><strong>Support Clerk, Outbound/Record Services Technician ( 3 months)</strong></p><p>This is a temporary 3-month position where the applicant will work 40 hours weekly, Mon - Fri. 8:00am - 4:45pm.</p><p></p><p><strong>The Opportunity to Make a Difference</strong></p><p>Come be part of a friendly, supportive, fast-paced opportunity to gain hands-on experience. We’re hiring for a <strong>3-month temporary position</strong> where you’ll play a vital role in helping to keep our operations running smoothly! In this energetic role, you’ll distribute mail both physically and electronically to the organization, handle large volumes of highly confidential documents, bind and pack shipments with care, and use shipping software to create labels that get packages out the door on time. You'll also assist in receiving daily deliveries, manage inventory supplies, and pitch in with a variety of other essential tasks.</p><p><strong>Successful Candidates We’re Seeking</strong></p><ul><li>You are highly organized, have strong attention to detail, and work well under pressure in a fast-paced environment.&nbsp;</li><li>You have excellent customer service and data entry skills</li><li>You are self-motivated and highly reliable</li><li>Able to lift 50 pounds</li><li>Team Player</li><li>Able to work onsite at our Montpelier Campus full time</li><li>You can successfully pass a background check that may include fingerprinting.</li><li>Knowledge of inserting and sorting mailing equipment is a plus</li><li>Highschool graduate or GED with a valid driver’s license</li></ul><p><strong>The Skills to Succeed</strong></p><ul><li>You will work with large volumes of documents that must be kept confidential</li><li>You can properly validate information through various sources and perform high degree of data quality entry</li><li>You are proficient at researching, following procedures and processes.</li><li>You can perform assigned tasks with a high degree of quality with the customer’s best interest in mind.</li><li>You have experience with Microsoft Windows 10 and confident working knowledge of Microsoft Excel®, Word®, Outlook® required; experience with Access®, ScanSoft/E-copy® is a plus.</li><li>You can work independently or as a team player.</li></ul><p></p><p><strong>What You’ll Find at National Life Group (Supplemental Role)</strong></p><ul><li>Competitive Pay</li><li>5 Paid Sick Days</li><li>Access to all National Life discount programs</li><li>Use of National Life Gym</li></ul><br><h6>The base compensation range represents the low and high end of the range for this position. Actual compensation will vary and may be above or below the range based on various factors including but not limited to qualifications, skills, competencies, location, and experience. The range listed is just one component of our total compensation package for employees.</h6><h6>Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.&nbsp; National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment.</h6><h6>National Life is accepting applications for this role on an ongoing basis and the role remains open until filled. &nbsp;&nbsp;</h6><h6>National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT – founded in 1848, Life Insurance Company of the Southwest, Addison, TX – chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.</h6><h6>National Life Group</h6><h6>1 National Life Dr</h6><h6>Montpelier, VT 05604</h6><h6>Social Media Policy&nbsp;</h6><h6>Site Disclosure and Privacy Policy&nbsp;</h6>

2 Technician Jobs in Montpelier, VT 05602, USA