New Business Hybrid Representative
About The Position
We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you enjoy balancing detailed application work with meaningful agent interactions and thrive in a fast‑paced, service‑driven environment, you’ll feel right at home here! We’re looking for a New Business Hybrid Representative who brings strong attention to detail, a customer‑first mindset, and the ability to balance operational work with real‑time agent engagement. In this role, you’ll split your day between processing New Business applications and supporting agents through inbound calls—providing timely status updates, gathering outstanding requirements, and issuing policies to help move business forward efficiently. You’ll partner closely with agents and internal operations teams to ensure applications are complete, compliant, and progressing smoothly through the New Business lifecycle. With extensive training across customer service, products, and systems, you’ll build the knowledge and confidence needed to support evolving life insurance and annuity products while delivering a responsive, high‑quality experience that drives results.
Requirements
- Experience: 3+ years work experience required; experience in financial services or annuities preferred.
- Education: High school diploma or equivalent required; college degree preferred.
- Execution Excellence: Balances speed and accuracy while managing a hybrid workload of application processing and agent calls
- Agent Focus: Delivers a responsive, professional, and service‑oriented experience that helps agents move business forward
- Communication: Clear, timely, and solution‑focused across phone, email, and written correspondence
- Attention to Detail: Ensures applications, documentation, and data are complete, accurate, and compliant
- Compliance Mindset: Applies regulatory and procedural requirements consistently when reviewing and issuing New Business cases
- Problem Solving: Proactively identifies issues, gathers missing requirements, and works through resolution with sound judgment
- Adaptability: Thrives in a fast‑paced, changing environment while navigating multiple systems and priorities
- Collaboration: Partners effectively with agents and internal operations teams to support timely, high‑quality outcomes
- Continuous Improvement: Seeks feedback, leverages metrics, and participates in process enhancements to improve service and efficiency
Responsibilities
- Support Agents & Advance New Business
- Receive and process incoming requests from agents, balancing inbound calls with application processing to provide timely, accurate support
- Deliver clear, courteous, and knowledgeable guidance related to application status, funding, suitability, regulatory requirements, and policy issuance
- Partner directly with agents and internal operations teams to obtain outstanding requirements and keep cases moving forward
- Process & Issue New Business Applications
- Review applications and supporting documents for accuracy, completeness, and required signatures
- Establish and validate application data within administrative systems
- Issue policies and determine appropriate funding setups to support timely contract delivery
- Ensure Compliance & Quality
- Monitor applications to ensure compliance with state regulations, internal guidelines, and product requirements
- Verify all required forms and documentation are received prior to policy issuance
- Apply strong attention to detail to minimize rework and maintain high‑quality outcomes
- Communicate Clearly & Professionally
- Create clear, professional correspondence across phone, email, and system‑based communications
- Proactively identify issues, navigate multiple systems efficiently, and work toward resolution with a service‑focused mindset
- Drive Continuous Improvement & Customer Satisfaction
- Collaborate with teammates to resolve issues and participate in projects that support process improvement
- Identify opportunities for operational enhancements using feedback from agents, distribution partners, and internal stakeholders
- Review service metrics and feedback to maintain high levels of agent satisfaction and performance
- Grow Your Skills & Support Team Success
- Participate in ongoing training to stay current on New Business processes, systems, and life insurance and annuity products
- Demonstrate accountability for personal development, openness to coaching, and adaptability to change
- Perform additional duties as needed to support team and organizational goals
Benefits
- A collaborative, inclusive environment that values authenticity, accountability, and partnership
- The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
- A variable compensation package with a base range of $50k-$70k
- A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insurance
- Hybrid work arrangement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
