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. Maintain permanent electronic records and complete follow-up activities as appropriate. Support SEC, FINRA, state, and transactional audits. Determine whether grace period and/or lapse notifications should be sent to policyholders. Perform all other duties as assigned. Minimum Qualifications High School diploma. Strong verbal and written communication skills. Strong attention to detail and problem-solving skills. Maintain confidentiality. Proficiency with Microsoft Office Suite (Word, Excel, Outlook). Ability to meet deadlines and work independently and collaboratively. Ability to work in a fast-paced environment. Ability to establish and maintain effective working relationships. Ability to pass a background check. Completion of LOMA FLMI Level 1 Courses 280 and 290 within the first year of employment. Preferred Qualifications Strong math skills. ACA and ALMI LOMA designations. Previous insurance or financial services experience. AI Proficiency Expectations: At National Life Group, we view AI as an enabler of human potential. We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength. All applicants are expected to: Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work. Stay curious and open to new AI-enabled ways of…