Contract Change Specialist

Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.

Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.

We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good. Make good.

Please note that we do not offer visa sponsorship for this position.

Role Summary 

The primary responsibility for this position is to provide quality after-issue servicing of life insurance and annuity products. This role processes policy changes in accordance with contractual provisions, product specifications, company policies, and state regulations while providing timely and accurate service. 
 
The incumbent collaborates with producers, policy owners, field associates, and multiple home office business units to complete after-issue transactions and resolve servicing requests. The ideal candidate is detail-oriented, organized, customer-focused, and able to manage multiple priorities while maintaining accuracy and confidentiality. 

This position currently offers an onsite work schedule, with the expectation that you will be in the office four (4) days per week during onsite core days.  Our current onsite core days are Monday, Tuesday, Wednesday, and Thursday.  The work schedule type and core days are subject to change with advance notification and manager discretion. 

Essential Duties and Responsibilities 

• Analyze requests from policy owners or field associates by reviewing product specifications, contractual language, rate books, and agent guides.
• Review requests for completeness and communicate missing requirements to agents or policy owners.
• Order underwriting requirements, including medical exams, RX reports, MIB, motor vehicle reports, and other requested evidence. 
• Process submitted transactions accurately within established service standards. 
• Perform final review of policy changes, calculate premium and commission impacts, and prepare required documentation. 
• Update administrative and supporting systems to complete policy changes. 
• Perform quality reviews and distribute required forms and documentation.