Policy Services Associate- PA-AX-Q1_2026-R1

SS&C•Kansas City, MO

6d•Hybrid

About The Position

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.

Requirements

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
Minimally requires a Bachelor's degree, or high school degree and 2 years of related experience

Nice To Haves

Knowledge of life insurance and annuity products preferred, but not required

Responsibilities

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