Policy Illustration Specialist

Policy Illustration Specialist

Company Summary

Come join one of America’s fastest growing insurance companies with a stable history of 175 years. At National Life Group (“NLG”), we offer a hybrid work environment with opportunity for growth. As a mission-driven business, our promises are as important as the products we sell. We encourage our associates to live our values: Do Good. Be Good. Make Good. Our mission extends beyond the insurance and annuities policies that we sell. Our cause is also to make the world a better place through grants from our charitable foundation, paid time for our employees to volunteer, environmentally sustainable and healthy work sites, and events that promote the work of nonprofits in our own backyard. We invite you to explore what we have to offer and to join our cause.

Role Summary:

Are you a proactive problem solver with analytical skills and a love of applying knowledge to real world situations? As a Policy Illustration Specialist, you’ll be at the heart of our team, collaborating with agents and internal partners to create and refine inforce illustrations for whole life, universal life and indexed universal life policies. Your role will be pivotal in shaping our clients’ financial futures by crafting tailored insurance solutions.      

Essential Duties and Responsibilities

• Designing Solutions: Use our proprietary and third-party illustration systems to craft tailored case design recommendations.
• Understanding Needs: Leverage your communication skills to identify and address clients' specific needs when creating life insurance quotes.
• Managing Requests: Handle illustration requests efficiently, collaborating with both internal and external customers.
• Support financial advisors and agents: Provide education and support for agent queries.
• Stay updated with the latest life insurance products and regulatory changes.
• Develop and maintain knowledge of company products and processes

Minimum Qualifications:

• Experience in a professional service industry.
• Ability to execute routine problem-solving skills within a defined framework.
• Aptitude for building strong relationships and contribute to the overall success of the team.
• Detailed oriented balanced with the need to execute on deliverables on time
• Exhibits independent problem solving and decision-making skills balanced with collaboration with team members when appropriate
• Ability to understand complex concepts and simplify them in both verbal and written communication to our customers
• Proficient with Microsoft Office Suite
• This position is presently  onsite/hybrid with the expectation that you are in the office three days per week with current campus days being Tuesday, Wednesday and Thursday (subject to change with advance notification and manager discretion). 

Preferred Qualifications

• Bachelor’s degree
• 1-3 years experience in the Life Insurance or Financial Services Industry

Benefits

Your benefits start day one and are flexible and customizable to your and your family’s specific needs. Check out the BENEFITS of a Career at National Life! 

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.

Other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.  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.

National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.   

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.

National Life Group

1 National Life Dr

Montpelier, VT 05604

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