What are the responsibilities and job description for the Quality Control Analyst/Specialist position at American Life Financial Partners, LLC.?
Quality Control Analyst/Specialist
American Life Financial Partners, LLC, a rapidly growing financial services holding company, seeks a customer service-focused, hands-on, and energetic team player to join us as a Quality Control Analyst or Specialist (depending on experience). We operate as a modern insurance-holding company focused on long-term growth. We aim to foster and cultivate our relationships to sell and administer annuity products through third-party independent marketing organizations (IMOs).
Summary/Objective
We are seeking a detail-oriented Quality Control Analyst or Specialist to join our team. In this role, you will support the review and validation of annuity transactions and documentation to ensure accuracy, completeness, and compliance with company guidelines and regulatory standards.
Analyst Essential Functions
- Review basic annuity documents for completeness and accuracy.
- Conduct checklist-based reviews for new business submissions or policy updates.
- Assist with data entry and updating QC logs or systems.
- Flag errors or missing information for escalation.
- Support team with file preparation and basic audit tasks.
- Maintain confidentiality and accurate records of all reviewed documents.
Specialist Essential Functions
- Perform full audits on annuity transactions (e.g., withdrawals, new business, beneficiary changes).
- Ensure operational work meets internal and regulatory standards.
- Document errors, escalate issues, and communicate with operations team to ensure corrections.
- Track and report findings and assist with trend identification.
- Recommend process improvements and participate in QA initiatives.
- Support team training by sharing findings and clarifying procedures.
Competencies
- Excellent communication and interpersonal skills.
- Strong attention to detail and ability to work accurately in a fast-paced environment.
- Some knowledge of insurance regulations and policy administration.
- Ability to analyze and interpret policy documentation.
- Proficient in Microsoft Office Suite and experience with database management systems.
To qualify for the Analyst role, you must meet the following minimum qualifications:
- High school diploma or GED required
- 0-1 years of experience in office, insurance, or financial services.
- Basic understanding of annuity products (or willingness to learn).
- Strong attention to detail and ability to follow standardized processes.
- Proficiency in Microsoft Outlook and Excel.
- Good organizational and time management skills.
To qualify for the Specialist role, you must meet the following minimum qualifications:
- Associate’s or Bachelor’s degree in business, finance, or related field preferred.
- 2 years in annuity operations, QA, or financial services.
- Knowledge of annuity products, transaction types, and regulatory standards.
- Strong communication and analytical skills.
- Proficiency with Excel and internal workflow or QA tracking tools.
- Ability to work independently and handle moderate complexity.
We offer a competitive salary, comprehensive benefits package, and opportunities for career growth within our organization. If you are a self-motivated and results-driven individual with a passion for insurance policy management, please submit your application today.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to talk and communicate with others. This may be over the phone, in person, or through email and messaging. The employee must be able to hear people over the phone. The employee is frequently required to sit, stand; walk, and use their hands and fingers to work with the computer, phones, filing cabinets, paperwork, etc.
Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Additional hours as needed to complete work and ensure operations/business is not interrupted or slowed.
Travel
No travel is expected for this position.
Work Authorization/Security Clearance
Must be eligible to work in the United States.
AAP/EEO Statement
American Life Financial Partners, LLC is an Equal Opportunity Employer.
If you need assistance or an accommodation due to a disability, you may contact us at 402-489-8266.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Salary : $24