Life & Retirement Advocate I

Horace Mann is seeking a motivated and detail-oriented Life & Retirement Advocate I to join our Life & Retirement Operations team. This is an excellent opportunity for someone interested in building a career in financial services while developing knowledge of Life and Retirement products, operations, regulatory requirements, and industry practices.

In this role, you’ll process Life & Retirement transactions, support our field sales team and clients, and learn the systems and processes that help deliver an efficient and high-quality customer experience. You’ll work as part of a collaborative, flexible team where accuracy, continuous learning, and exceptional service are essential to success.

This is a hybrid role for the Springfield, IL office. 

Key Responsibilities

Life & Retirement Operations

• Perform assigned Life & Retirement Core and Auxiliary transactions while maintaining established quality and service standards.
• Develop proficiency in assigned Core business functions and Auxiliary functions, progressing knowledge and capabilities as experience grows.
• Work as part of a flexible work group to maximize workflow efficiency, productivity, and service delivery.
• Manage assigned work and provide timely updates to maintain transparency around service-level expectations.

Customer & Field Support

• Communicate consistently and professionally with clients and the field sales team, providing clear and concise information.
• Deliver responsive service while maintaining accuracy and professionalism in every interaction.
• Collaborate with peers and internal business partners to address priorities and support effective resolution of operational needs.

Systems & Technology

• Learn and effectively utilize administrative systems, document repositories, workflows, and web-based applications supporting Life & Retirement Operations.
• Develop working knowledge of systems and tools including CK4, EXL-LifePro, Resonant, Mainframe, SAW, VIP Doc View, VIP Work Queue, Web Transactions, Page Center Reporting, Microsoft Office, Hyland OnBase, and Relius Administration.

Compliance & Quality

• Develop an understanding of and adhere to applicable FINRA, SEC, IRS, Department of Insurance, internal SOP, tax, and filed-rule requirements.
• Balance multiple priorities while maintaining quality, accuracy, and compliance with established service-level agreements.
• Build foundational knowledge of retirement products, industry practices, and regulatory requirements.

Continuous Learning & Improvement

• Actively participate in training, team collaboration, and professional development opportunities.
• Identify and share opportunities to improve processes, workflows, and the customer experience.
• Continue developing Life & Retirement product and industry knowledge to support career growth.

Qualifications & Experience

• H.S Diploma or GED equivalent, required.
• Bachelor’s degree in a business, finance, or related field preferred, or comparable business-related education and experience preferred.
• Interest in developing knowledge of Life Insurance, Retirement products, and financial services operations.
• Strong written and verbal communication skills.
• Excellent attention to detail, organization, and time-management abilities.
• Ability to learn multiple systems, processes, and regulatory requirements.
• Ability to multitask, prioritize work, and collaborate effectively in a team environment.
• Strong commitment to accuracy, quality, and customer service.

Additional Information

• Normal office environment.
• Hybrid working arrangement.

Pay Range:

• $18.80 - $25.43/hr 

Salary is commensurate to experience, location, etc.