What are the responsibilities and job description for the After-Issue Service Associate position at National Life Group?
After Issue Service 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 flexible 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
The After Issue Services team provides ongoing support to our life and annuity customers throughout the life of their policy. Our service goals are to ensure our customers and agents can see that we care in every interaction we have with them by providing the best service we can.
This role, the After Issue Service Specialist, serves as a subject matter expert and dedicated resource for handling complex servicing issues related to Life & Annuity post-issue services. This role provides expert guidance and support to Life & Annuity agents, ensuring they receive accurate information, clear instructions, and efficient coordination with internal processing teams. The Specialist does not directly process requests but plays a critical role in troubleshooting, resolving issues, and enhancing agent support.
Essential Duties And Responsibilities
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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Site Disclosure and Privacy Policy
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 flexible 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
The After Issue Services team provides ongoing support to our life and annuity customers throughout the life of their policy. Our service goals are to ensure our customers and agents can see that we care in every interaction we have with them by providing the best service we can.
This role, the After Issue Service Specialist, serves as a subject matter expert and dedicated resource for handling complex servicing issues related to Life & Annuity post-issue services. This role provides expert guidance and support to Life & Annuity agents, ensuring they receive accurate information, clear instructions, and efficient coordination with internal processing teams. The Specialist does not directly process requests but plays a critical role in troubleshooting, resolving issues, and enhancing agent support.
Essential Duties And Responsibilities
- Education and Guidance
- Serves as a subject matter expert on post service issues including policy mechanics such as interest crediting, annual statements, payment options, disbursement procedures, policy features, and title updates.
- Empowers agents to make informed decisions.
- Promotes After Issue solutions through agent webinars or other educational opportunities.
- Issue Resolution
- Acts as a specified point of contact for key agencies to support After Issue requests.
- Troubleshoots agent concerns and provide solutions or recommendations for resolving service-related issues.
- Tracks issues to resolution and leverages finding to drive scalable solutions.
- Coordination with Internal Teams
- Collaborates with processing teams (Payment Center, Title, Contract Change, Case Design, Special Ops) to ensure accurate and timely resolution of agent requests.
- Tracks and analyzes service trends, providing feedback and recommendations to address process gaps and enhance operational efficiency.
- Bachelor’s degree in business, finance, or related field.
- 3 years of National Life Group operational experience. Deep understanding of life and/or annuity products, insurance administration and post-issue processes to troubleshoot complex concepts.
- All other duties as assigned.
- This position currently offers an onsite hybrid work schedule, with the expectation that you are in the office three days per week during onsite core days. Our current onsite core days are Tuesday, Wednesday, and Thursday. The work schedule type and core days are subject to change with advance notification and manager discretion.
- 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!
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
Social Media Policy
Site Disclosure and Privacy Policy
