New Business Hybrid Representative

Prosperity Life Group•Austin, TX

1d•Hybrid

About The Position

The New Business Hybrid Representative balances processing New Business applications with supporting agents through inbound calls. The role provides timely status updates, gathers outstanding requirements, and issues policies to help move business forward efficiently. The representative partners with agents and internal operations teams to ensure applications are complete, compliant, and progressing smoothly through the New Business lifecycle. Training is provided across customer service, products, and systems, including life insurance and annuity products.

Requirements

At least 3 years of work experience.
High school diploma or equivalent.
Strong attention to detail and ability to balance speed and accuracy while handling application processing and agent calls.
Responsive, professional, and service-oriented approach to supporting agents.
Clear, timely, and solution-focused communication across phone, email, and written correspondence.
Ability to ensure applications, documentation, and data are complete, accurate, and compliant.
Ability to apply regulatory and procedural requirements consistently.
Problem-solving skills, sound judgment, and ability to identify issues and gather missing requirements.
Adaptability in a fast-paced, changing environment while navigating multiple systems and priorities.
Ability to collaborate effectively with agents and internal operations teams.

Nice To Haves

Experience in financial services or annuities.
College degree.
Continuous-improvement mindset, including seeking feedback, using metrics, and participating in process enhancements.

Responsibilities

Receive and process incoming requests from agents, balancing inbound calls with application processing.
Provide clear, courteous, and knowledgeable guidance about application status, funding, suitability, regulatory requirements, and policy issuance.
Partner with agents and internal operations teams to obtain outstanding requirements and keep cases moving forward.
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.
Monitor applications for compliance with state regulations, internal guidelines, and product requirements.
Verify that required forms and documentation are received before policy issuance.
Create clear, professional correspondence by phone, email, and system-based communications.
Identify issues, navigate multiple systems, and work toward resolution with a service-focused mindset.
Collaborate with teammates to resolve issues and participate in process-improvement projects.
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.
Participate in ongoing training on New Business processes, systems, and life insurance and annuity products.
Take accountability for personal development, remain open to coaching, and adapt to change.
Perform additional duties as needed to support team and organizational goals.

Benefits

Variable compensation package with a base salary range of $50,000–$70,000.
Comprehensive medical coverage.
Dental coverage.
Vision coverage.
Health savings account (HSA).
401(k) company match.
Paid time off.
Employer-paid life insurance.
Employer-paid disability insurance.
Hybrid work arrangement.
Collaborative, inclusive environment that values authenticity, accountability, and partnership.
Opportunity to join the company during a period of growth and contribute to building what’s next.