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Role Description

The New Business Specialist primarily processes life insurance and annuity applications. Additional responsibilities include:

• Effectively review, process, audit and issue life insurance and annuity applications based on state and company requirements and guidelines.
• Accountable for accuracy standards, auditing and turnaround standards based on product type.
• Work performed under general supervision.

Primary Responsibilities:

• Accurately process a minimum of 200 routine and moderately complex life insurance and annuity applications per week.
• Process the majority of life insurance and annuity applications using various administration systems.
• Maintain the privacy of customers and protect sensitive data.
• Review, manage and resolve pending policies to completion.
• Escalate and assist senior team members in resolving complex or unusual cases.
• Review unclear requests and system errors and escalate appropriately.
• Document the steps taken to solve the issue.
• Identify process improvement opportunities.
• Recommend improvements to processes and procedures.
• Assist in implementing process improvements.
• Accurately audit newly issued policies against the application and contract pages.
• Help ensure team standards and goals are maintained.
• Process applications in the workflow queues and other work according to team standards.
• Assist team members to meet turnaround expectations.
• Actively participate in team meetings and team building activities.
• Assist in resolving errors by reviewing and escalating appropriately when needed.
• Perform other related work as requested or required.

Qualifications

• Organized, analytical and detail-oriented.
• Ability to work under tight deadlines and adjust schedules as needed in order to meet turnaround standards.
• Intermediate communication skills, both written and verbal.
• Motivated "self-starter" with a commitment to personal growth.
• General PC knowledge including Microsoft Office.
• Ability to maintain customer confidence through confidentiality.
• Ability to work independently and manage time effectively.
• Must be able to work within a team environment.
• Typing speed of 40 words per minute.

Requirements

• Minimum: High School or GED.
• A minimum of one year of office experience preferred.
• A minimum of one year of data entry or insurance administration experience preferred.

Benefits

• 20 days of Paid Time Off growing to 25 days after 5 years.
• 11 Paid Holidays (10 company holidays and 1 personal holiday of your choice).
• Health care, dental and vision plans.
• Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account.
• Annual bonus based on individual and company performance.
• Paid Parental Leave.
• 401(k) match up to 9%.
• Paid Sabbatical after 8 years.
• Paid Volunteer Time.
• Education Assistance Program.
• Employee Recognition Program.
• And much more!