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Policy Account Manager

Policy Account Manager

Location: Remote

Type: Full-Time or Part-Time

Department: Client Services / Sales Support

About Q Life Settlements
Q Life Settlements is a specialty finance firm focused on helping clients unlock value from their life insurance policies through life settlements. We serve as a trusted intermediary between policyholders and institutional buyers, with a mission to deliver transparency, education, and optimal outcomes to individuals navigating a complex financial decision. Backed by decades of experience in life insurance, financial services, and client care, Q Life Settlements provides a streamlined, client-first process that prioritizes integrity, responsiveness, and results. Learn more at qlifesettlements.com.

Position Summary
Q Life Settlements is seeking a highly organized, detail-oriented, and client-focused Policy Account Manager to join our growing team. This is a remote, unlicensed sales support role responsible for managing the client journey from initial inquiry through successful policy sale. The ideal candidate is a relationship builder with strong communication skills and a proven ability to guide sophisticated clients through complex transactions.

Duties & Responsibilities:

Serve as the primary relationship manager for clients throughout the life insurance sale process.
Coordinate effectively with internal teams and external partners to ensure client satisfaction.
Respond to client inquiries promptly and professionally via phone, video chat, email, and live chat.
Manage the document collection process, sending necessary forms and ensuring timely returns.
Accurately update and maintain organized case files in the CRM.
Order life insurance policy documents and medical records as required.
Compile, review, and organize case documentation for valuation and transaction execution.
Support negotiation of sales arrangements in alignment with internal teams.
Perform other duties as assigned to support business growth and operational excellence.

Qualifications & Skills:

Bachelor’s degree or 3–5 years of relevant sales experience; background in financial services or life insurance strongly preferred.
Demonstrated success managing high-value transactions and engaging with sophisticated clients.
Excellent verbal and written communication skills, with an ability to convey complex information clearly and professionally.
Strong interpersonal and client management skills, exhibiting discretion, empathy, and professionalism.
Highly organized, with sharp attention to detail and a track record of managing multiple tasks efficiently.
Comfortable conducting daily client interactions via video conferencing.
Proactive problem-solver who can take initiative and independently manage complex, multi-step processes.
Experience using CRM platforms (e.g., Salesforce) is preferred, though not required.

Additional Information

This is a remote role with flexible part-time or full-time opportunities based on candidate availability and business need.
Compensation is competitive and will be commensurate with experience.

Working At Q Capital

Q Capital Strategies is one of the fastest growing companies in the life settlement industry. We are continually pushing the boundaries by utilizing innovative strategies, state of the art infrastructure, and talented employees.

At Q Capital, you will find dedicated, energetic, and entrepreneurial individuals passionate about what they do. If you are looking for an exciting workplace with a respectable culture, we invite you to contact us to learn about exciting opportunities.

In joining our team, you will enjoy a fantastic office location, a creative and fast-paced work environment, and the exciting opportunity to be part of a growing company. Our work environment is entrepreneurial and driven.

Please submit resumes and salary requirements to Human Resources at:GreatCareers@QCapital.com or fax to 561-886-4601.

We Encourage a Diverse Workforce: Q Capital Strategies believes that a diversified group of associates contributes to a culture of values, team spirit and company growth. We feel this helps us to adapt to and embrace the diverse cultures and beliefs of our customers and the communities in which we live, work and do business. If you are looking for a company that respects your unique merits, professionalism and skills, we would like to talk to you.

We require all applicants that are offered a position to have a Personal Background check.

We thank all that apply, but only those candidates who meet the position requirements will be contacted. Q Capital conducts all employment-related activities without regard to race, religion, color, national origin, age, sex, marital status, sexual orientation, disability, citizenship, veteran status or any other classification protected by applicable federal, state or local employment discrimination laws and we are a smoke-free environment. the exact geneva representation turned out to be capable merely by exact rolex daytona 40mm masculino 116520bkso automatico.max miwu coke tin einweg e zigaretten eis cola 3 12ml 600 mah mens and ladies watches for sale.