Analyst, New Business Support- Life (HYBRID)
About The Position
This Analyst, New Business Support - Life role supports the 1035 Exchange team within Life New Business, an area that helps move replacement business forward by reviewing 1035 requirements, coordinating next steps with case management partners, and working to obtain exchange funds needed for policy issuance and completion. The analyst is responsible for managing work tied to external 1035 exchanges, including reviewing case details, identifying outstanding requirements, tracking follow-up needs, and helping ensure cases continue progressing through the new business process. This role requires proactive outreach to external carriers and business partners to obtain status updates, resolve not-in-good-order items, and secure information or documentation needed to keep exchange cases moving. The position adds value to the Life business by helping maintain service levels and turnaround on a growing volume of 1035 exchange work, while supporting accurate, timely progression of replacement cases that are critical to new business outcomes. Processing new life insurance business quickly and efficiently, while providing an exceptional customer experience, requires creativity, top-notch communication and attention to detail. If you thrive in a fast paced, constantly evolving environment, where you can work independently and as a team member, we want to know more about you! We are seeking an experienced and detail-oriented New Business Support Associate to join our Life New Business team. In this role, you will play a crucial part in ensuring the efficient processing of new life insurance applications and policies. This position is ideal for someone with prior experience in the insurance industry who is looking to advance their career.
Requirements
- Strong ability to manage multiple work items simultaneously and maintain follow-up discipline in a fast-paced processing environment.
- Demonstrated ability to communicate clearly and professionally with internal partners and external contacts, including proactive outbound phone outreach.
- Ability to identify missing information, research issues, and resolve exceptions to keep work moving forward.
- Strong collaboration skills and comfort partnering with case managers, team leadership, and other internal business areas.
- Sound judgment, organization, and attention to detail when handling documentation, requirements, and status-sensitive case activity.
- 2 years’ experience in processing or customer service type work preferred.
- Ability to use internally maintained systems and databases.
- Ability to identify correct external firm and internal sales partners.
- Ability to work in multiple systems.
Nice To Haves
- Prior processing experience in Life New Business or a closely related operational environment is preferred.
- Prior Nationwide experience and internal business acumen are preferred, ideally from Life, ISS, P&C, or another area that provides transferable knowledge of internal systems, partners, and workflows.
- Familiarity with replacement or 1035-related work, requirements management, and case progression activities is preferred.
- Experience working in a role that balances service, processing, and partner communication responsibilities is preferred.
- Bachelor’s degree in business, finance, actuarial science, or a related field preferred.
Responsibilities
- Manage work tied to external 1035 exchanges, including reviewing case details, identifying outstanding requirements, tracking follow-up needs, and helping ensure cases continue progressing through the new business process.
- Proactively outreach to external carriers and business partners to obtain status updates, resolve not-in-good-order items, and secure information or documentation needed to keep exchange cases moving.
- Oversee the processing and customer service of new life insurance applications, ensuring accuracy and compliance with company policies.
- Communicate with clients, agents, and underwriters to gather necessary information and resolve application issues.
- Maintain and update internal systems with application status and client information.
- Provide training and support to entry-level team members.
- Collaborate with cross-functional teams to streamline processes and improve efficiency.
- Handle complex customer inquiries and provide updates on application status.
- Assist with the development and implementation of new procedures and best practices.
- Participate in team meetings, lead team huddles, and contributes to Lean and continuous improvement initiatives.
- May perform other responsibilities as assigned.
Benefits
- medical/dental/vision
- life insurance
- short and long term disability coverage
- paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date
- nine paid holidays
- 8 hours of Lifetime paid time off
- 8 hours of Unity Day paid time off
- 401(k) with company match
- company-paid pension plan
- business casual attire
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
