Life New Business Specialist - Remote

Overview

This position functions as a proactive liaison between producers, their uplines (IMOs), third-party administrators, Sales, Underwriting, Policyholder Services, Claims, Legal, and Actuarial departments to quickly resolve new business and customer service issues, specifically related to applications submitted that are not in good order.

In Short

• This role is responsible for processing and managing Life New Business applications from the time the case is submitted to the point the case is issued.
• Serves as the primary owner for resolving any open issues for a submitted life application.
• Achieves required phone and transaction performance as defined for the Life New Business Specialist I.
• Researches and tracks documents to resolve service issues with emphasis on a designated function.
• Proactively keeps producers and uplines up-to-date on product and processing guidelines.
• Resolves problems & guides producers in software usage and web initiatives.
• Resolves moderate sales/operational needs/inquiries as pertains to product clarification, pending new business, supply needs, illustrations, and marketing administration.
• Adheres to company policies and legal requirements regarding sales and product compliance.

Requirements

• AA or BA degree preferred.
• Relevant experience considered in lieu of degree.
• 2+ years of experience working in the insurance or financial services industry.
• Experience working in a service center, sales support team and/or other previous industry experience preferred.
• Successful completion of Life insurance related education such as LOMA or CLU coursework preferred.

Benefits

• Flexible work environment with options for in-office, hybrid, and remote work arrangements.
• Employee-centric culture.
• Opportunities for professional development.
• Supportive team environment.
• Compliance with federal and state disability laws.