SS&C Technologies · 10 hours ago
Policy Services Associate- PA-AX-Q1_2026-R1
Kansas City, MO
Full-time
Hybrid
Entry Level
2+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Policy Services Associate to support the application and issuance process for insurance policies, ensuring accuracy and compliance while coordinating with various internal teams.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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
Qualification
Required
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
Preferred
Knowledge of life insurance and annuity products preferred, but not required
Benefits
401k matching program and professional development reimbursement
Flexible personal and vacation time off, sick leave, and paid holidays
Medical, dental, vision, employee assistance program, and parental leave
Discounts on fitness clubs, travel, and more
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial It is a sub-organization of SS&C Black Diamond Wealth Solutions.
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
2026-01-20
2026-01-16
Company data provided by crunchbase