Senior Policy Administrator (Life Insurance, Retirement)

Peoplr • Jacksonville, FL

3d • Hybrid

About The Position

Peoplr is seeking a Senior Policy Administrator for our client, Westport HRH LLC, a financial-administrative services company specializing in insurance expertise. This job is ideal for resourceful, solutions-oriented project leaders who thrive in fast-paced, task-driven environments. The Senior Policy Administrator is a full-time, regular role. The chosen candidate will work fully onsite during the initial onboarding and training period, after which they may be eligible for a hybrid schedule, determined by their ability to independently and consistently perform the requirements of the role.

Requirements

• 7+ years of experience in insurance, financial services, accounting, or related operational field
• Excellent task management abilities; able to effectively manage and prioritize multiple incoming requests and respond within time guidelines
• Top-notch time management skills; ability to quickly digest complex information and respond in a timely manner
• Strong project leadership skills
• Ability to work and solve problems independently, while knowing when to collaborate and seek additional input
• Technical proficiency; unafraid to work with software, identify problems, and report to technical teams
• Microsoft Office familiarity, specifically Excel
• Familiarity and resourcefulness with various websites for research and processing
• Excellent communication skills; confidence in connecting with external clients and internal leadership
• Bachelor’s degree

Nice To Haves

• Experience in life insurance administration, such claims management, participant services, policy administration, and/or working with insurance carriers, brokers, participants, and institutional clients
• Proficiency with Microsoft Access

Responsibilities

• Administer and service Corporate-Owned Life Insurance (COLI), Bank-Owned Life Insurance (BOLI), and non-qualified benefit plan policies
• Manage end-to-end claims administration
• Oversee participant administration activities, providing exceptional service and support for participant inquiries and requests
• Lead client onboarding, implementation, and project coordination efforts to ensure successful new business installations and smooth transitions
• Support insurance administration platforms, reporting, and illustration management while partnering with stakeholders to improve processes and translate business requirements into effective solutions

Benefits

• Competitive base salary and performance-based bonus opportunities
• Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, and a cash balance pension plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior