Inforce Policy Specialist
Signal Advisors
This job is no longer accepting applications
See open jobs at Signal Advisors.See open jobs similar to "Inforce Policy Specialist" Drive Capital.United States · Remote
Posted on Jul 18, 2024
Signal Advisors is on a mission to solve the retirement crisis. 69% of Americans do not work with a financial advisor today and only a quarter of Americans have a financial plan. Our team is reimagining a 60-year old industry—bringing new technologies, comprehensive services, and an inspired vision to financial advisors. Supported by our incredible investors, we’ve grown from a small Detroit-based team in 2020 to over 100 team members dispersed across the country.
We are: Empowering Leaders. Client Advocates. Entrepreneurial Champions.
Our team is a blend of industry experts and technologists building a better business, together. We’re in it for the long haul. Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company’s vision? Join us at Signal!
INFORCE POLICY SPECIALIST
As an Inforce Policy Specialist, you would join a team creating the industry’s first Inforce Data management offering, 1-Click Annual Reviews. The core responsibilities of this position are collecting insurance policy information for annual policy reviews, data management/analysis, assisting producers with ad hoc requests for policy information, publishing annual policy updates, gathering financial product information, and updating internal and external systems. You would be responsible for delivering support to insurance producers, and our internal teams, as we work to provide solutions to our clients.
WHAT YOU’LL GET TO DO
- Navigate carrier websites and contact carriers over the phone to gather policy information, check status, and prepare annual reviews
- Assist producers with ad hoc policy information requests
- Gather annual statements and publish 1-Click Annual Reviews
- Data analysis and management of In Force Data
- Work with our internal Product Team to drive new features and offerings for our Firms
WHAT WE’RE LOOKING FOR IN TEAM MEMBERS
🎨 Generalist
Things move fast here - we’re looking for someone that is able to learn quickly on the spot and isn’t afraid to dive into a new topic.
💪 Executer
We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.
🔄 Accountable
Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.
💁 Customer Centric
You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.
🧘 Flexibility
Signal is a rapidly growing and evolving company. You’re comfortable with ambiguity, adaptable in ever-changing environments, and open to quickly changing course when new information arises.
MUST HAVES
- Relevant experience with outbound phone calls, emailing, downloading and recording documents, navigating data-base software
- Ability to work within short deadlines while managing several projects simultaneously
- Experience with annuities, life insurance, and/or securities is strongly preferred
WHAT WE VALUE @ SIGNAL
🌔 We’re obsessed with finding a better way. Never settle for less.
🪄 We amaze every client, every time. A great company is built one client at a time.
🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.
👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.
🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.
🧭 We do the right thing. Sticking to the highest standard of integrity is not optional.
💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.
❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.
🙏 Ideas are valued, execution is worshiped. Great ideas get you to the 50-yard line; outstanding execution gets you into the end zone.
COMPENSATION & BENEFITS
The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.
In addition to salary, our team members benefits include:
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401(k) company contribution with no vesting period
- Parental leave
- Learning & Development stipend
- Wellness programs
- Unlimited vacation
- 10 company-wide holidays
- $500 for your home office setup
- Remote-first company
- Annual all-company retreat
- Competitive equity package based on on role and level
Our company is committed to building a team that represents the many dimensions of diversity. We know underrepresented groups have been systematically excluded from certain spaces, and we strongly encourage you to apply in honor of the background and identities you embody, including location, background, race, gender, sexual orientation or any other personally defining attribute. We’re imperfect communicators, so think of our job postings as just the start of the conversation. Take the leap — you might just be the perfect person for one of our open roles, even if you don’t fully match the job description.
This job is no longer accepting applications
See open jobs at Signal Advisors.See open jobs similar to "Inforce Policy Specialist" Drive Capital.