The Senior Policy Service Associate processes complex policy service requests, including contract changes, surrenders, and beneficiary updates. They also monitor departmental reports, provide staff training, and assist management with procedure development and internal audits.
The role involves preparing, analyzing, and reporting tax and expense-related financial data for regulatory and statutory filings. Responsibilities also include managing general ledger entries, performing reconciliations, and supporting internal and external audits.
The role involves underwriting new business cases, processing policies, and providing exceptional customer service to agents and underwriters. Responsibilities also include managing vendor relationships, maintaining accurate records, and ensuring compliance with company and state regulations.
