New Business Professional II

AAA Life Insurance Company•Livonia, MI

13d

About The Position

As a New Business Professional, you will process life and annuity applications, managing each case to minimize turnaround time and maximize customer satisfaction. Work may include reviewing confidential and sensitive documents for completion and accuracy, ordering medical records, and moving cases to completion. The role may also process reinstatements and conversions. The required shift is 9:30 a.m. to 6:00 p.m.

Requirements

1–2 years of experience in a process-oriented customer service role.
High school diploma or equivalent and some college-level coursework.
Strong computer and data-entry skills.
Proficiency with MS Office software.
Experience with internet-based systems.
Excellent verbal and written communication skills.
Ability to review data and documents for accuracy and consistency, take action to prevent mistakes, follow procedures closely, and maintain accurate, up-to-date records.
Ability to remain objective, calm, and professional under stress, including potentially volatile or emotionally charged interactions; maintain productivity during stressful situations and recover quickly from setbacks or rejection.
Ability to demonstrate mastery of the technical and functional skills needed to perform the job.
Ability to gather relevant data, diagnose problems before acting, distinguish causes from symptoms, apply lessons from similar situations, anticipate problems, develop contingency plans, and evaluate alternative actions.

Responsibilities

Process and track new business applications by entering necessary data accurately.
Process life insurance and annuity applications and manage cases to minimize turnaround time and maximize customer satisfaction.
Review applications and supporting documents for completion, accuracy, and consistency; ensure applications meet technical, legal, and underwriting guidelines.
Order medical records and move cases toward completion.
Generate reports, correspondence, and form letters requesting additional information; document files and follow up according to established procedures.
Refer or consult with a Senior New Business Professional or other staff on more complex applications.
Handle inquiries from agents and members.
Process reinstatements and conversions.