Remote Jobs RockRemote Jobs Rock

Life & Annuity Specialist

📅 Sep 16
📍 🇺🇸 United States +5 - Remote?💰 $80 / hour🥁 Junior🧑‍⚖️ Insurance Specialist💼 Full-Time
Life InsuranceAnnuitiesNeeds AnalysisProduct Selection
Apply Now

📜 Description

  • Design scenarios covering needs analysis, product selection, illustrations, underwriting, replacements, policy transactions, lapse, and reinstatement.
  • Create coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses, and policy-service determinations.
  • Write reference responses at experienced life and annuity practitioner quality.
  • Grade AI-generated responses for product accuracy, suitability, mathematical correctness, and disclosure adequacy.
  • Identify unsupported assumptions, unsuitable recommendations, product or tax-treatment confusion, and missed replacement or disclosure requirements.
  • Provide written feedback and participate in onboarding office hours and calibration sessions.

🛠️ Requirements

  • Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement
  • Create work products such as coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses and policy-service determinations
  • Write "golden" reference responses at experienced life and annuity practitioner quality
  • Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness and disclosure adequacy
  • Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements
  • Provide written feedback the research team uses to improve model behavior
  • Participate in onboarding office hours and calibration sessions
  • Have 2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
  • Have worked with at least one product family, such as term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities
  • Understand how policy mechanics (cost of insurance, crediting, caps and participation rates, surrender charges, riders and guarantees) drive long-term outcomes
Full job description

This role is for one of our clients

Compensation: $80 per hour

We are partnering with a leading AI lab to train frontier models on high-quality insurance reasoning data. We're hiring Life & Annuity Specialists to design realistic advisory, underwriting and policy-service scenarios, evaluate model outputs against established industry standards, and help shape how the next generation of AI reasons about mortality risk, long-horizon guarantees and suitability.

We welcome life and annuity producers, advisors, life underwriters, new-business and policy-service professionals, product specialists, and suitability or replacement reviewers from carriers, brokerage general agencies, IMOs, and independent practices.

Requirements

What You'll Do

  • Design realistic scenarios involving needs analysis, product selection, illustrations, medical and financial underwriting, table ratings, replacements and 1035 exchanges, policy loans, surrenders, lapse and reinstatement
  • Create work products such as coverage recommendations, illustration comparisons, underwriting assessments, suitability rationales, replacement analyses and policy-service determinations
  • Write "golden" reference responses at experienced life and annuity practitioner quality
  • Grade AI-generated responses against structured rubrics for product accuracy, suitability, mathematical correctness and disclosure adequacy
  • Identify unsupported illustration assumptions, unsuitable recommendations, confusion between product types or tax treatments, and failures to apply replacement or disclosure requirements
  • Provide written feedback the research team uses to improve model behavior
  • Participate in onboarding office hours and calibration sessions

You're a Good Fit If You

  • Have 2+ years of professional experience in life insurance or annuity advisory, underwriting, new business, policy administration, product, or suitability review
  • Have worked with at least one product family, such as term, whole life, universal or indexed universal life, variable life, or fixed, indexed and variable annuities
  • Understand how policy mechanics (cost of insurance, crediting, caps and participation rates, surrender charges, riders and guarantees) drive long-term outcomes
  • Can explain tax treatment and suitability considerations clearly, and recognize when licensed or legal review is required
  • Demonstrate excellent written communication, quantitative care and high attention to detail
  • Can distinguish product and suitability judgment from investment advice and formal tax or legal advice

Bonus Qualifications

  • CLU, ChFC, FLMI, CFP, or comparable designation
  • Active or previously held life and health producer license, or securities registration
  • Medical or financial life underwriting experience, including APS review, lab interpretation or reinsurance referral
  • Experience with buy-sell, key-person, estate-planning, premium-finance or executive-benefit cases
  • Experience with suitability, Reg BI, or state replacement and disclosure review

Role Highlights

  • Minimum 20 hours per week (ideally 40+)
  • Role starts immediately, applications reviewed on a rolling basis

We consider all qualified applicants without regard to legally protected characteristics and provide reasonable accommodations upon request.

Insure Connect Services

Short Term Insurance Claims Administrator

🕒 24 days ago
Insure Connect Services👥 11 - 50 employees🏢 Insurance

Administer short-term insurance claims across commercial, personal, and motor portfolios, applying policy terms, coordinating stakeholders, and maintaining accurate records through to resolution.

Short-term Insurance ClaimsClaims ProcessingClaims AssessmentPolicy Terms And Conditions

Bearbeitest Schäden in der Sach-, Kfz- oder Haftpflichtversicherung eigenständig und fallabschließend, steuerst das Schadenmanagement und verhandelst mit Kund*innen und Sachverständigen über passende Lösungen.

SchadenbearbeitungSchadenmanagementSachversicherungKfz-versicherung
Farmers Mutual Hail Insurance Company

Part-Time Crop Adjuster (Southern Indiana)

📅 Jul 31
Farmers Mutual Hail Insurance Company👥 201 - 500 employees🏢 Insurance

Conduct crop insurance field inspections and loss assessments, process claims across major crops and growth stages, and explain claim regulations and findings to producers, agents, and company staff.

Crop Insurance AdjustingAgricultureField InspectionsCrop Loss Assessment

Trusted by Remote Workers