Life Inforce Specialist

Overview

Beyond every life insurance policy lies a client relying on everything to function as planned. As a Life Inforce Specialist, you'll be pivotal in supporting our producers, Sales VPs, and Case Managers by handling post-sale service inquiries for inforce life insurance policies. This role offers meaningful work and growth opportunities.

What You’ll Do

• Reviewing and processing policy service documents for inforce life insurance contracts and submitting them to the appropriate carriers
• Managing all incoming and outgoing mail for the inforce team, including premium checks, grace notices, and lapse notifications
• Handling incoming calls through the inforce phone queue with professionalism and efficiency
• Providing policy values, statements, and premium information upon request
• Researching and resolving agent inquiries through thoughtful analysis and clear communication via phone or email
• Supplying service forms as needed and guiding producers through next steps
• Supporting Sales VPs and Case Managers with inforce-related questions and requests
• Processing and following up on death claims with accuracy and care
• Aiding in training and onboarding new team members within the life department
• Taking on additional projects and responsibilities as assigned

Experience You’ll Bring

• Strong working knowledge of Microsoft Office (Word, Excel, Outlook)
• Exceptional attention to detail and a commitment to quality work
• Clear, confident written and verbal communication skills
• The ability to build rapport with a wide range of personalities and roles
• Strong organizational skills with the ability to manage multiple priorities
• Dependable, enthusiastic, and self-motivated
• Resourceful problem-solver who takes initiative
• Comfortable working independently while contributing as a team player

Bonus Points

• Prior experience in financial services or life insurance
• Bachelor’s degree

What You’ll Get

• Amazing benefits including medical, dental, vision, and 401k (with matching options)
• A generous PTO package from your start date
• Access to an on-site café, gym, and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee-sponsored events
• and more!

About the Company

We are Advisors Excel, a fast-paced, innovative company dedicated to serving independent financial advisors across various areas of their business. Our mission is to support advisors' businesses by providing operational functions, sales, and marketing assistance. We strive to foster a collaborative team environment where everyone feels valued and supported. Advisors Excel is committed to creating an inclusive workplace where everyone can bring their authentic selves to work.