Inforce Specialist

Behind every life insurance policy is a client counting on things to work exactly as they should. As a Life Inforce Specialist, you’ll play a critical role in supporting our producers, Sales VPs, and Case Managers by handling post-sale service inquiries for inforce life insurance policies. If you’re detail-oriented, service-minded, and thrive in a fast-paced, collaborative environment, this role offers meaningful work and room to grow.

• Reviewing and processing policy service documents for inforce life insurance contracts and submitting them to the appropriate carriers
• Managing all incoming and outgoing mail for the inforce team, including premium checks, grace notices, and lapse notifications
• Handling incoming calls through the inforce phone queue with professionalism and efficiency
• Providing policy values, statements, and premium information upon request
• Researching and resolving agent inquiries through thoughtful analysis and clear communication via phone or email
• Supplying service forms as needed and guiding producers through next steps
• Supporting Sales VPs and Case Managers with inforce-related questions and requests
• Processing and following up on death claims with accuracy and care
• Assisting with training and onboarding new team members within the life department
• Taking on additional projects and responsibilities as assigned

• Strong working knowledge of Microsoft Office (Word, Excel, Outlook)
• Exceptional attention to detail and a commitment to quality work
• Clear, confident written and verbal communication skills
• Ability to build rapport with a wide range of personalities and roles
• Strong organizational skills with the ability to manage multiple priorities
• Dependable, enthusiastic, and self-motivated
• Resourceful problem-solver who takes initiative
• Comfortable working independently while contributing as a team player

• Prior experience in financial services or life insurance

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees.

We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.