In-Force Policy Support Advisor

This role provides in-force policy support to licensed advisors, Branch Managers, and Insurance Consultants, serving as the main point of contact for policy management activities and training. The position involves proactively reviewing permanent life insurance policies to identify potential issues, managing orphaned policies as Agent of Record, and triaging requests for advisors to take over policies. Additionally, the role identifies opportunities for new business potential within the in-force block and champions a customer-focused culture while adhering to risk and compliance standards.