Role Description At Horace Mann, we’re a purpose-driven company passionate about serving educators and helping them achieve long-term financial security. As a Life & Retirement Advocate, you’ll play a key role in supporting annuity operations and ensuring a smooth, accurate, and compliant experience for our customers and field partners. In this role, you’ll: - Process new business transactions and support in-force policy changes. - Collaborate closely with internal teams and field representatives. - Be part of a dynamic, team-oriented environment that values accuracy, continuous improvement, and exceptional service. - Enjoy problem-solving, working with financial products, and making a meaningful impact. Qualifications - High School Diploma or equivalent required; 1–2 years of college preferred. - 1–2 years of experience in retirement services operations or financial services industry. - FINRA Series 6/63 licenses strongly required. - Strong understanding of retirement products, IRS tax regulations, and FINRA/SEC requirements. - Excellent communication and analytical skills. - Strong attention to detail and accuracy; above-average math/accounting skills. - Prior call center or customer service experience preferred. - Commitment to ongoing learning, including LOMA/ACS coursework encouraged. - Flexibility to work overtime or adjust schedules as needed. Requirements - Process annuity new business and in-force transactions accurately and efficiently. - Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies. - Communicate effectively with the field sales team via phone and email to obtain required information. - Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders. - Meet or exceed established service standards, productivity, and quality goals. - Identify opportunities for process improvement and contribute ideas to enhance operational efficiency. - Collaborate with peers and leadership to maintain workflow efficiency and service excellence. Benefits - Pay Range: $21.44 - $29.16/hr. - Salary is commensurate to experience, location, etc. Company Description Horace Mann was founded in 1945 by two Springfield, Illinois, teachers who saw a need for quality, affordable auto insurance for teachers. Since then, we’ve broadened our mission to helping all educators protect what they have today and prepare for a successful tomorrow. - We serve more than 4,100 school districts nationwide. - We’re publicly traded on the New York Stock Exchange (symbol: HMN). - We have more than $12 billion in assets. We’re motivated by the fact that educators take care of our children’s future, and we believe they deserve someone to look after theirs. We help educators identify their financial goals and develop plans to achieve them. This includes insurance to protect what they have today and financial products to help them prepare for their future. Our tailored offerings include special rates and benefits for educators. EOE/Minorities/Females/Veterans/Disabled. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For applicants that are California residents, please review our California Consumer Privacy Notice . All applicants should review our Horace Mann Privacy Policy .

• Responsible for developing and maintaining a strong agent client base through effective marketing and relationship management. • This role focuses on acquiring new agents, supporting existing agents, and ensuring exceptional service delivery. • Build and maintain client relationships; secure new business and expand existing accounts. • Identify and qualify prospective agents through research, referrals, and industry sources. • Develop and execute a strategic call plan for assigned territory, including outreach and appointments. • Maintain visibility in the market by attending industry events and participating in professional organizations. • Deliver compelling presentations to individuals and groups, adapting content as needed. • Assess client needs and implement tailored solutions to meet objectives. • Communicate proactively and respond promptly to client inquiries, coordinating with internal teams to ensure service excellence.

• Coordinates commercial real estate closings on single and multiple property deals. • Reviews/Evaluates commercial title search documentation, and research and assist resolving all title issues and discrepancies. • Prepares and reviews title commitment(s)/pro forma(s), lender closing instructions, and contracts. • Prepares commercial Settlement Statements and/or Closing Disclosures and other closing documents. • Assist in coordinating signings with parties that may require assistance. • Provides quality customer service, including interacting with customers, real estate agents and attorneys. • Ensures all disbursement related items are in TPS with appropriate document types. • Works with Disbursement team to disburse transactions. • Works with Recording team to ensure recording documents are properly completed. • Monitors workflow queues and department reports to ensure timely processing of the file. • Works collaboratively with all stakeholders. • Performs other duties as assigned by supervisor.

• Perform title searches, verifying, reviewing and compiling information. • Examine title orders within company guidelines. • Research title plant software and analyze documents. • Prepare a comprehensive title commitment. • Provide title examination review of products and services. • Explain chain of title, exceptions, and requirements to customers. • Monitor errors committed by vendor partners and recommend corrective action.