New Business Professional II

divh2New Business Professional/h2pAs a New Business Professional, you will process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. This may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion./ppstrongNote:/strong Must be willing and able to work 9:30pm to 6:00pm shift/ph3Responsibilities/h3ulliTasks may include reviewing confidential, sensitive, documents for completion and accuracy, ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions./liliProcess and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction./liliGenerates reports, correspondence and form letters for additional information, document files and follows up according to established procedures./liliReviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines./liliRefers or consults with Senior New Business Professional or other staff as appropriate on more complex applications./liliHandles customer inquiries to include agents and members./li/ulpThis role may also:/pulliProcess reinstatements, and conversions./liliGenerates reports, correspondence and form letters for additional information, document files and follow ups./liliReviews and processes new applications for life insurance and annuity products./liliHandles customer inquiries to include agents and members./li/ulh3Qualifications/h3ulli1 -2 years experience in process-oriented customer service role./liliHigh School diploma or equivalent and some college level coursework required./liliStrong computer and data entry skills./liliProficient with MS Office software./liliExperienced with internet-based systems./li/ulpstrongAdditional Skills:/strong/pulliExcellent verbal and written communication skills./liliAble to review data/documents for accuracy and consistency; take action to prevent mistakes; follow procedures closely; keep records accurate and up to date./liliAble 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./liliAble to demonstrate mastery of the technical/functional skills necessary for performing own job./liliAble 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./li/ulh3What We Offer:/h3ulliA collaborative, energetic work environment where you can put your passion for people to work/liliMedical, dental, vision, life and disability coverage available day one/liliPension plan/liliPerformance-based incentive plan/lili401k available with a company match/liliHolidays and paid time off/liliAAA basic membership/li/ul/div