PPLI Client Experience Specialist

Alternate Locations: Work from Home

Work Arrangement: Remote :
Work at home employee residing outside of a commutable distance to an office location.

Relocation assistance: is not available for this opportunity.

Requisition #: 76584

We are excited to bring on a PPLI Client Experience Specialist to support the Retail Solutions business in a work from home environment.

As a PPLI Client Experience Specialist, you will manage the end-to-end administration of the Private Placement Life Insurance (PPLI) policy life cycle, including new business and case management, forms management, policy issuance, policy delivery, post-issue transactions, incoming requests and inquiries, and the death claim process. Serving as a key point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other business partners, you will guide stakeholders through case requirements, status updates, and next steps while ensuring new business submissions are accurate, complete, and compliant.

In partnership with Underwriting and Product teams, you will support case approvals, policy issuance, IDF implementation, planning, and funding activities. You will also support operational functions across PPLI and Executive Benefits products (COLI, BOLI, and ICOLI) by processing premium payments, renewals, fund transfers, and related transactions. Additionally, you will maintain PPLI forms and coordinate regulatory updates with Compliance, Legal, and State Filing teams, resolve service and reporting issues, identify operational risks and process improvement opportunities, take the lead on defining workflows and maintaining procedures and reporting, and contribute to departmental initiatives that enhance efficiency, service delivery, and business outcomes.

This is a collaborative, fast-paced role where priorities can change quickly, and success depends on building strong relationships with sophisticated brokers and quickly learning complex life insurance products and investment options. If this sounds like a role for you, please read on!

• You will own the end-to-end PPLI policy life cycle, from new business and case management and policy issuance through all post-issue transaction processing and incoming requests and inquiries, to the death claim process, while building and maintaining strong, trusted relationships with sophisticated brokers, distribution partners, underwriters, and key internal stakeholders.
• You will serve as a primary point of contact for PPLI Sales, Underwriting, Product, specialty brokers, and other partners, providing clear, proactive guidance on case requirements, status, and next steps.
• You will review new business submissions for accuracy, completeness, and compliance with established requirements and resolve routine discrepancies before advancing cases.
• You will collaborate with Underwriting to support case approval and complete policy issuance activities within the new business platform. You will also coordinate with Product and other partners to support IDF implementation, planning, funding, and related case activities.
• You will maintain PPLI forms and coordinate updates with Compliance, Legal, and State Filing to support timely and accurate regulatory submissions.
• You will perform assigned PPLI post-issue and Executive Benefits operational activities, including premium payments, renewals, fund transfers, and related transactions.
• You will research and resolve challenging but well-defined service, transaction, and reporting issues using established procedures, reports, and available resources, escalating exceptions as appropriate.
• You will identify case-level risks, financial implications, process gaps, or service concerns and communicate findings and recommend next steps to appropriate partners.
• You will lead process improvement by identifying efficiencies, defining workflows, maintaining and updating procedures, and producing reporting, while also contributing to team projects and supporting the implementation of departmental and enterprise changes.
• You will stay flexible and collaborative in a fast-paced, changing environment, reprioritizing and pivoting quickly as case needs and business priorities shift.

• 4 Year/Bachelor's degree or equivalent work experience (4 years of experience in lieu of Bachelor's)
• 1+ Years of experience in a client-, broker-, or partner-facing role in a service, operations, or case management environment; life insurance new…