New Business Specialist

New Business Specialist

The New Business Specialist is responsible for accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications within the Life Company.

• Serves as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders.
• Processes new life insurance applications to support information and document needs for underwriters as they determine applicant eligibility.
• Builds a strong customer-focused relationship between the Underwriting Department and Field Sales through professional communication, establishing confidence, creating trust and rapport.

Qualifications

• Ability to possess and display excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner.
• Demonstrate accurate keyboarding skills and proficient operation of PC and applicable software including Internet Basics, Document Imaging, Outlook, Document Connect, Mainframe, Filebound, Xnet, BPM, Life Portraits System and the Spotlight and ABC websites as well as a variety of proprietary Life Company systems.
• Balance and prioritize multiple tasks.
• Well-developed analytical and mathematical skills.
• Strong attention to detail with excellent organizational skills.
• Basic knowledge of life insurance concepts, policies, coverages, underwriting rules, regulations, and procedures.
• Ability to manage the workflow of complex documents including (but not limited to) APS, EHR, RXScore, LabPiQture, MIB, MVR, and various forms of HIPAA documentation.

Education and Experience

• Education background at the college level preferred, general educational background at the high school level, including math, English, keyboarding and general business or equivalent vocational training or experience preferred.
• Willing to complete two LOMA or CLU courses in the first year and two courses in the second year is expected.

Benefits

Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:

• Health, Dental, Voluntary Vision and Prescription Drug Insurance
• Savings and Profit Sharing 401(k)
• Paid Time Off for Sick and Personal Leave, Vacation and Holidays
• Vitality Wellness Program
• "Dress for Your Day" Dress Code
• Flexible Scheduling
• And much more!

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If Interested, Please Apply By 07/14/2026