Description
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Policy Services Associate
Location: Kansas City, MO (hybrid work schedule) or Remote, Pennsylvania
Get To Know Us
SS&C is a global provider of investment and financial services software, serving over 20,000 organizations worldwide. Within SS&C, our New Business Operations team plays a critical role in supporting complex insurance solutions for sophisticated clients. We value precision, collaboration, and accountability, and we are looking for individuals who take ownership of their work and thrive in a detail-driven environment.
Why You Will Love It Here!
Flexibility: Hybrid work model and business casual dress code, including jeans
Your Future: 401k matching program and professional development reimbursement
Work/Life Balance: Flexible personal and vacation time off, sick leave, and paid holidays
Your Wellbeing: Medical, dental, vision, employee assistance program, and parental leave
Wide Ranging Perspectives: Committed to celebrating diverse backgrounds, talents, and experiences
Training: Hands-on, team-customized training, including SS&C University
Extra Perks: Discounts on fitness clubs, travel, and more
What You Will Get To Do
Support the end-to-end application and issuance process for Private Placement Life Insurance and Private Placement Variable Annuity policies
Accurately enter, review, and maintain policy data within Lombard's administration systems
Perform quality control reviews to ensure accuracy, completeness, and compliance throughout the issuance lifecycle
Coordinate with underwriting, operations, and other internal teams to facilitate timely case progression
Serve as a point of contact for internal and external partners, delivering responsive, high-quality service
Proactively track case status, identify potential delays, and communicate updates to stakeholders
Contribute to process improvements and participate in ad-hoc projects as business needs evolve
What You Will Bring
Strong organizational skills with a high level of attention to detail and follow-through
Ability to manage multiple priorities and deadlines in a fast-paced operational environment
Clear, professional verbal and written communication skills
Demonstrated ability to work both independently and collaboratively within a team
Strong critical thinking and problem-solving capabilities
Comfort navigating systems and working with data-driven processes
Knowledge of life insurance and annuity products preferred, but not required
Minimally requires a Bachelor's degree, or high school degree and 2 years of related experience
Thank you for your interest in SS&C! To further explore this opportunity, please apply directly through our careers page at www.ssctech.com/careers.
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
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