About this role
This role plays a critical role in analyzing, evaluating, and improving the new business processes within the organization. This position is responsible for assessing new business applications, identifying errors, ensuring compliance with underwriting guidelines, and recommending process enhancements to optimize efficiency and customer experience. The role requires strong analytical skills, industry knowledge, and the ability to collaborate with cross-functional teams.
Requirements
Duties and responsibilities
Process new business applications in an organized and timely manner.
Order medical examinations and medical records for clients when necessary.
Solve issues or concerns of an application or process for overall efficiency.
Upload client data into systems (Smart Office, Carrier Websites) to ensure information is timely and accurate.
Clearly communicate application, underwriting, case status and delivery processes for all carriers on our platform.
Communicate accurate case and status information in a timely manner to the sales team for underwriting decisions which will affect the outcome of a case.
Review carrier websites and confirm case details.
Attend trainings from carriers and/or IMO and provide a summary of updates to the
team.
Provide training to newly hired new business team members.
Understand the internal resources and when to include in operating procedures (contracting, commissions, sales).
Qualifications Include
Experience working on a high functioning team
Experience with all product lines including Life, Disability, Long Term Care and Annuities
Accept and provide feedback for the betterment of the team
Provide exceptional customer service
Strong analytical and organizational and decision making skills
Easily adaptable to changes in processes and priorities
Strong multi-tasker with a high level of accountability
CRN202803-8260951