Senior Policy Administrator (Life Insurance, Retirement)

Peoplr is seeking a Senior Policy Administrator for our client, Westport HRH LLC, a financial-administrative services company specializing in insurance expertise. This job is ideal for resourceful, solutions-oriented project leaders who thrive in fast-paced, task-driven environments. The Senior Policy Administrator is a full-time, regular role. The chosen candidate will work fully onsite during the initial onboarding and training period, after which they may be eligible for a hybrid schedule, determined by their ability to independently and consistently perform the requirements of the role.

What You’ll Do (Key Responsibilities)

As a Senior Policy Administrator, you will…

• Administer and service Corporate-Owned Life Insurance (COLI), Bank-Owned Life Insurance (BOLI), and non-qualified benefit plan policies
  
• Manage end-to-end claims administration
  
• Oversee participant administration activities, providing exceptional service and support for participant inquiries and requests
  
• Lead client onboarding, implementation, and project coordination efforts to ensure successful new business installations and smooth transitions
  
• Support insurance administration platforms, reporting, and illustration management while partnering with stakeholders to improve processes and translate business requirements into effective solutions
  

Compensation & Benefits

• Competitive base salary and performance-based bonus opportunities
  
• Comprehensive benefits including medical, dental, vision, short and long-term disability, life insurance, HSA, FSA, employee assistance programs, PTO, and a cash balance pension plan
  

Required Qualifications

• 7+ years of experience in insurance, financial services, accounting, or related operational field
  
• Excellent task management abilities; able to effectively manage and prioritize multiple incoming requests and respond within time guidelines
  
• Top-notch time management skills; ability to quickly digest complex information and respond in a timely manner
  
• Strong project leadership skills
  
• Ability to work and solve problems independently, while knowing when to collaborate and seek additional input
  
• Technical proficiency; unafraid to work with software, identify problems, and report to technical teams
  
• Microsoft Office familiarity, specifically Excel
  
• Familiarity and resourcefulness with various websites for research and processing
  
• Excellent communication skills; confidence in connecting with external clients and internal leadership
  
• Bachelor’s degree
  

Preferred Qualifications

• Experience in life insurance administration, such claims management, participant services, policy administration, and/or working with insurance carriers, brokers, participants, and institutional clients
  
• Proficiency with Microsoft Access
  

About Westport HRH and October Three

Westport HRH, LLC provides financial and insurance-related expertise, including Bank-Owned Life Insurance (BOLI) administration. They are a fully owned subsidiary of October Three, LLC. October Three is a defined benefit retirement firm made up of actuaries, consultants and administration experts. Their mission is to ensure that all people feel prepared for retirement both financially and emotionally, and they strive to develop sustainable solutions that work for both employers and employees, such as their propriety, one-of-a-kind software. Culturally, they are very team oriented with strong collaboration among colleagues to provide the highest quality service to our clients. They are an entrepreneurial, fast-growing company with lots of opportunities for growth, cross training, upward mobility, and professional development.

All positions at October Three Consulting require an applicant who has accepted an offer to undergo a background check. Background checks may include some or all the following: SSN validation, education verification, employment verification, and criminal check. By applying for a position with October Three, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with October Three’s employment policies.