Company Description 

ClearLife Servicing is a fast-growing company that delivers secure, transparent and expert life policy and portfolio servicing for owners and investors of these assets.  ClearLife Servicing is comprised of an expert team, robust technology and data analytics that empower its clients to protect value, optimize performance, and achieve superior outcomes across the full policy lifecycle.   

The scope of services ClearLife Servicing provides includes Policy Administration & Oversight, Carrier Engagement & Policy Monitoring, Insured Outreach & Life Tracking, Data Integrity & Compliance Reporting, and Premium Optimization & Cost Control. 

ClearLife Servicing is a member of LHL Strategies, Inc. (“LHL” or “LHL Strategies”), a vertically integrated provider of life policies and life policy services and solutions for asset managers seeking to acquire, manage and monetize life policies and portfolios.  

ClearLife Servicing’s atmosphere encourages innovation and collaboration throughout the organization. ClearLife Servicing is driven to exceed expectations for its clients while promoting a healthy work-life balance and an open and fun environment. 

ClearLife Servicing is a remote-first company. This role can be located anywhere within the U.S. with periodic travel for meetings and/or other events. 

Job Description 

This is an excellent entry-level opportunity for self-motivated individuals who want to contribute to the continued growth and success of our organization.  

The Client Servicing Analyst is responsible for the accurate and timely execution of tasks related to the management of our client’s assets. The role reports directly to the Director of Life Policy Servicing and serves as a key point of contact for clients, banks, insurance companies, and insured individuals. The Analyst ensures accuracy, consistency, and diligence in handling policy transactions to protect and maintain the integrity and value of each client’s portfolio. 

Responsibilities  

• Execute policy transactions accurately and on time to maintain assets on behalf of policy owners.  

• Communicate with insurance companies to verify transactions (e.g., ownership or beneficiary changes, policy assignments, policy values) and identify potential issues.  

• Gather required information such as policy illustrations to support the annual policy review process conducted by the Pricing team.  

• Correspond with external parties to monitor the health status of insured individuals.  

• Respond promptly and professionally to client inquiries and project requests.  

• Support the Director, Life Policy Servicing in maintaining organized, complete, and compliant policy files—ensuring all correspondence and documentation are properly recorded and stored. 

Knowledge and Experience 

• Bachelor’s degree in business or related field, or at least 5 years of relevant experience in customer service, insurance, or financial services.  

• Strong verbal and written communication skills for interacting with clients and partners at all levels.  

• Excellent attention to detail and accuracy in data entry and recordkeeping.  

• Strong analytical and problem-solving skills; able to think quickly and act decisively.  

• Proficiency in Microsoft Word, Excel, Outlook, and web-based tools.  

• Prior life insurance experience is preferred but not required. 

Personal Attributes 

• You are curious by nature. 

• You have a bias for action. 

• You have superior time management and organizational skills. 

• You have good interpersonal skills. 

• You enjoy working in a fast-paced, fast-growing organization. 

• You aren’t afraid to challenge the norm.