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Life Insurance Portfolio Administrator
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American Life Fund
Peachtree Corners, GA (In Person)
Full-Time
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Job Description
The Life Insurance Policy Portfolio Manager is responsible for overseeing the performance, administration, and strategic management of the company's portfolio of life insurance policies. This role serves as the primary steward of acquired policies throughout their lifecycle, ensuring premium optimization, policy preservation, valuation accuracy, and alignment with investment objectives. The ideal candidate possesses knowledge of life insurance products. Experience and knowledge in mortality-based investments, policy servicing, financial analysis, or portfolio management is preferred, but not required. Key Responsibilities and Duties Portfolio Management Manage a portfolio of life insurance policies acquired through viatical and life settlement transactions. Monitor policy performance, carrier communications, and policy status to ensure uninterrupted coverage. Analyze policy cash values, death benefits, premium obligations, and projected investment outcomes. Policy Servicing & Administration Coordinate premium payments and monitor policy grace periods and lapse risks. Maintain accurate policy records and servicing documentation. Work directly with insurance carriers, trustees, custodians, servicing providers, and third-party administrators. Resolve policy administration issues and carrier inquiries promptly. Qualifications Bachelor's degree in Finance, Insurance, Accounting, Economics, or Business Administration, or 2+ years related work experience in the life insurance industry Working understanding of life insurance policy structures, including universal life, whole life, term life, and group life insurance policies. Excellent organizational and project management skills. Join us as a Life Insurance Portfolio Manager and become a vital part of a forward-thinking team dedicated to delivering tailored financial solutions to clients. We value energetic professionals who thrive on challenge and are passionate about making a difference through exceptional service.