New Business Professional II

Responsibilities

• Processes life applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction.
• Reviews confidential, sensitive documents for completion and accuracy.
• Orders medical records and moves cases to completion.
• Assists with processing policy changes and reinstatements.
• Generates reports, correspondence, and form letters for additional information, document files, and follows up according to established procedures.
• Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal, and underwriting guidelines.
• Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications.
• Handles customer inquiries to include agents and members.

Qualifications

• 1 - 2 years’ experience in process-oriented customer service role.
• High School diploma or equivalent and some college level coursework required.
• Strong Computer and Data Entry skills.
• Proficient with MS Office software.
• Experienced with internet-based systems.

Additional Skills

• Excellent Verbal and Written Communication skills.
• Able to review data/documents for accuracy and consistency, take action to prevent mistakes, follow procedures closely, keep records accurate and up to date.
• Able to interpret situations and information objectively when stressed, remain calm and professional in potentially volatile or emotionally charged interactions, maintain high productivity in stressful situations, maintain high performance in the face of setbacks or rejections, view failures objectively and rebound quickly.
• Able to demonstrate mastery of the technical/functional skills necessary for performing own job.
• Able to gather appropriate data and diagnose the cause of a problem before taking action, separate causes from symptoms, apply lessons learned from others who encountered similar problems or challenges, anticipate problems and develop contingency plans to deal with them, develop and evaluate alternative courses of action.