New Business Professional II

AAA Life Insurance Company•Livonia, MI

11d

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. The 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 position requires working a 9:30 a.m. to 6:00 p.m. shift.

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 Microsoft 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 keep records accurate and up to date.
Ability to interpret situations and information objectively under stress; remain calm and professional during potentially volatile or emotionally charged interactions; maintain productivity and performance through setbacks or rejection; and recover quickly from failures.
Ability to demonstrate mastery of the technical and functional skills needed to perform the job.
Ability to gather relevant data, diagnose problems before taking action, distinguish causes from symptoms, apply lessons from others’ experiences, anticipate problems, develop contingency plans, and evaluate alternative courses of action.
Must be willing and able to work the 9:30 a.m. to 6:00 p.m. shift.

Responsibilities

Process and track new business applications, entering the data needed for accurate completion.
Process life insurance and annuity applications and manage cases to minimize turnaround time and maximize customer satisfaction.
Review new applications for life insurance and annuity products to ensure they meet technical, legal, and underwriting guidelines.
Review confidential and sensitive documents for completeness and accuracy, order medical records, and move cases toward completion.
Generate reports, correspondence, and form letters to request additional information; document files and follow up according to established procedures.
Refer or consult with a Senior New Business Professional or other staff about more complex applications.
Handle inquiries from agents and members.
Process reinstatements and conversions, as applicable.