Quality Control Analyst/Specialist

American Life Financial Partners, LLC.•Lincoln, NE

3d•Onsite

About The Position

American Life Financial Partners, LLC, a rapidly growing financial services holding company, seeks a customer service-focused, hands-on, and energetic team player to join us as a Quality Control Analyst or Specialist (depending on experience). We operate as a modern insurance-holding company focused on long-term growth. We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs). Summary/Objective We are seeking a detail-oriented Quality Control Analyst or Specialist to join our team. In this role, you will support the review and validation of annuity transactions and documentation to ensure accuracy, completeness, and compliance with company guidelines and regulatory standards.

Requirements

Excellent communication and interpersonal skills.
Strong attention to detail and ability to work accurately in a fast-paced environment.
Some knowledge of insurance regulations and policy administration.
Ability to analyze and interpret policy documentation.
Proficient in Microsoft Office Suite and experience with database management systems.
High school diploma or GED required
0-1 years of experience in office, insurance, or financial services.
Basic understanding of annuity products (or willingness to learn).
Strong attention to detail and ability to follow standardized processes.
Proficiency in Microsoft Outlook and Excel.
Good organizational and time management skills.
Associate’s or Bachelor’s degree in business, finance, or related field preferred.
2+ years in annuity operations, QA, or financial services.
Knowledge of annuity products, transaction types, and regulatory standards.
Strong communication and analytical skills.
Proficiency with Excel and internal workflow or QA tracking tools.
Ability to work independently and handle moderate complexity.

Responsibilities

Review basic annuity documents for completeness and accuracy.
Conduct checklist-based reviews for new business submissions or policy updates.
Assist with data entry and updating QC logs or systems.
Flag errors or missing information for escalation.
Support team with file preparation and basic audit tasks.
Maintain confidentiality and accurate records of all reviewed documents.
Perform full audits on annuity transactions (e.g., withdrawals, new business, beneficiary changes).
Ensure operational work meets internal and regulatory standards.
Document errors, escalate issues, and communicate with operations team to ensure corrections.
Track and report findings and assist with trend identification.
Recommend process improvements and participate in QA initiatives.
Support team training by sharing findings and clarifying procedures.