IN FORCE POLICY SPECIALIST

As an In Force Policy Specialist, you would join a team creating the industry’s first In Force Data management offering, 1-Click Annual Reviews. The core responsibilities of this role are collecting insurance policy information for annual policy reviews, data management/analysis, assisting producers via email or phone with ad hoc requests for policy information, publishing annual policy updates, gathering financial product information, and updating internal and external systems. You would be responsible for delivering support to insurance producers, and our internal teams, as we work to provide solutions to our clients.

WHAT YOU’LL GET TO DO

• Navigate carrier websites and contact carriers over the phone to gather policy information, check status, and prepare annual reviews
• Assist producers with ad hoc policy information requests
• Gather annual statements and publish 1-Click Annual Reviews
• Data analysis and management of In Force Data
• Collaborate with our internal Product Team to drive new features and offerings for our Firms

WHAT WE’RE LOOKING FOR IN TEAM MEMBERS

🎨 Generalist

Things move fast here - we’re looking for someone that is able to learn quickly on the spot and isn’t afraid to dive into a new topic.

💪 Executer

We’re currently building out many new initiatives and programs. You’ll need to quickly ramp up and start executing. We talk a lot about strategy and high-level ideas, and you should be able to independently translate ideas into action, dig into the details, and make progress toward our team’s goals.

🔄 Accountable

Our teams at Signal are small but mighty—we expect team members to work independently, grab the jump ball, and get it past the finish line. Receiving & giving feedback is crucial to accountability. You should be someone that’s comfortable with a culture of continuous feedback.

💁 Customer Centric

You’re obsessed with creating an unparalleled customer experience. You lead with compassion, anticipate customer needs and wants, and bring ease and calm to all interactions—knowing every customer interaction is an opportunity to amaze.

🧘 Flexibility

Signal is a rapidly growing and evolving company. You’re comfortable with ambiguity, adaptable in ever-changing environments, and open to quickly changing course when new information arises.

MUST HAVES

• Relevant experience with outbound phone calls, emailing, downloading and recording documents, navigating data-base software
• Ability to work within short deadlines while managing several projects simultaneously
• Experience with annuities, life insurance, and/or securities is strongly preferred

WHAT WE VALUE @ SIGNAL

🌔 We’re obsessed with finding a better way. Never settle for less.

💯 We own it. Taking things from 0 to 1, and then from 1 to 100.

🪄 We amaze every client, every time. A great company is built one client at a time.

🏃 We act with a sense of urgency. We use our best judgment to act urgently on the right things at the right time.

👀 We raise our level of awareness. Everything starts with awareness. We’re curious and alert to what is happening around us.

🏈 We find inches everywhere around us. There are thousands of opportunities to make an impact. We take those opportunities and act.

🧭 We do the right thing. Sticking to the highest standard of integrity is not optional.

💪 We have strong opinions, loosely held. It’s not about WHO is right, it’s about WHAT is right.

❓ Simplicity is Genius. Simplicity doesn’t just clarify; it makes things better for everyone. It’s that simple.

COMPENSATION & BENEFITS

The US base salary for this full-time position is determined by role, level, and location. Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

In addition to salary, our team members benefits include:

• Medical, vision, and dental coverage
• FSA or HSA-eligible health plans
• 3% 401k company contribution with no vesting period
• Parental leave: 16 weeks for birthing parents & 10 weeks for non-birthing parents
• Learning & Development stipend
• Wellness Programs
• Unlimited vacation with 3 week minimum
• 10 company-wide holidays
• $500 for your home office setup
• Remote-first company with no in-person requirement
• Annual all-company retreat
• Competitive equity package based on on role and level