Life & Annuity Specialist

📋 Description

• Design realistic scenarios covering life insurance and annuity advisory, underwriting, new
• Develop detailed work products such as coverage recommendations, illustration comparisons
• Create high-quality reference responses that reflect the reasoning and standards expected from
• Evaluate AI-generated responses against structured criteria, including product accuracy
• Identify errors such as unsupported illustration assumptions, unsuitable recommendations, confusion
• Assess whether responses appropriately account for policy mechanics, long-term guarantees

🎯 Requirements

• At least 2 years of professional experience in life insurance or annuity advisory, underwriting
• Experience working with at least one major product family, such as term life, whole life, universal
• Strong understanding of policy mechanics, including cost of insurance, crediting methods, caps
• Ability to understand and explain product suitability, tax considerations, and the practical
• Strong quantitative skills and attention to detail, particularly when reviewing illustrations
• Excellent written communication skills, with the ability to produce clear, precise, well-supported

🎁 Benefits

• Flexible engagement with a minimum commitment of 20 hours per week, with 40+ hours preferred.
• Opportunity to contribute to the development and evaluation of next-generation AI systems.
• Work centered on your existing professional expertise rather than requiring a transition into
• Exposure to complex insurance reasoning, product evaluation, and structured AI assessment
• Opportunity to collaborate with research teams and contribute expert feedback that directly
• Immediate start opportunity, with applications reviewed on a rolling basis.