Policy Services Associate- PA-AX-Q1_-R1

Job Title

Policy Services Associate

Kansas City, MO (hybrid work schedule) or Remote, Pennsylvania

SS&C is a global provider of investment and financial services software, serving over 20,000 organizations worldwide. Within SS&C, our New Business Operations team plays a critical role in supporting complex insurance solutions for sophisticated clients. We value precision, collaboration, and accountability, and we are looking for individuals who take ownership of their work and thrive in a detail‑driven environment.

• Flexibility:
  Hybrid work model and business casual dress code, including jeans
• Your Future: 401k matching program and professional development reimbursement
• Work/Life Balance:
  Flexible personal and vacation time off, sick leave, and paid holidays
• Your Wellbeing:
  Medical, dental, vision, employee assistance program, and parental leave
• Wide Ranging Perspectives:
  Committed to celebrating diverse backgrounds, talents, and experiences
• Training:
  Hands‑on, team‑customized training, including SS&C University
• Extra Perks:
  Discounts on fitness clubs, travel, and more

• Support the end‑to‑end application and issuance process for Private Placement Life Insurance and Private Placement Variable Annuity policies
• Accurately enter, review, and maintain policy data within Lombard’s administration systems
• Perform quality control reviews to ensure accuracy, completeness, and compliance throughout the issuance lifecycle
• Coordinate with underwriting, operations, and other internal teams to facilitate timely case progression
• Serve as a point of contact for internal and external partners, delivering responsive, high‑quality service
• Proactively track case status, identify potential delays, and communicate updates to stakeholders
• Contribute to process improvements and participate in ad‑hoc projects as business needs evolve

• Strong organizational skills with a high level of attention to detail and follow‑through
• Ability to manage multiple priorities and deadlines in a fast‑paced operational environment
• Clear, professional verbal and written communication skills
• Demonstrated ability to work both independently and collaboratively within a team
• Strong critical thinking and problem‑solving capabilities
• Comfort navigating systems and working with data‑driven processes
• Knowledge of life insurance and annuity products preferred, but not required
• Minimally requires a Bachelor's degree, or high school degree and 2 years of related experience

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.