About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey .

Position: Life & Annuity Specialist

Type: Contract Compensation: $800/hour Location: Remote Commitment: 20–40+ hours/week Role Responsibilities

- Design realistic scenarios involving needs analysis, product selection, and underwriting. Develop illustrations, table ratings, replacements, and policy-service determinations.
- Create work products such as coverage recommendations, illustration comparisons, and underwriting assessments. Provide suitability rationales and replacement analyses.
- Write "golden" reference responses at experienced life and annuity practitioner quality. Ensure high standards in all outputs.
- Grade AI-generated responses against structured rubrics for product accuracy and suitability. Evaluate mathematical correctness and disclosure adequacy.
- Identify unsupported illustration assumptions and unsuitable recommendations. Detect confusion between product types or tax treatments.
- Provide written feedback to the research team to improve model behavior. Participate in onboarding office hours and calibration sessions.

Qualifications Must-Have

- 2+ years of professional experience in life insurance or annuity advisory, underwriting,



or policy administration.
- Experience with at least one product family such as term, whole life, or universal life.
- Understanding of policy mechanics like cost of insurance and surrender charges.
- Ability to explain tax treatment and suitability considerations clearly.
- Excellent written communication and high attention to detail.
- Ability to distinguish product and suitability judgment from investment advice.

Preferred

- CLU, ChFC, FLMI, CFP, or comparable designation.
- Active or previously held life and health producer license, or securities registration.
- Medical or financial life underwriting experience, including APS review.
- Experience with buy-sell, key-person, or estate-planning cases.
- Experience with suitability, Reg BI, or state replacement and disclosure review.

Start Date

- Immediately; applications reviewed on a rolling basis.

Application Process (Takes 20–30 mins to complete)

- Upload resume
- AI interview based on your resume
- Submit form

Resources & Support

- For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
- For any help or support, reach out to: [email protected]

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this chance.

📌 Insurance Underwriter - Fully Remote | Upto $800/task Task based (Toronto)
🏢 Mercor
📍 Toronto