New Business Specialist (Remote - WI only)

National Guardian Life Insurance Company•Madison, WI

23h•Remote

About The Position

The New Business Specialist primarily processes life insurance and annuity applications. Additional responsibilities include effectively review, process, audit and issue life insurance and annuity applications based on state and company requirements and guidelines. New Business Specialists are accountable for accuracy standards, auditing and turnaround standards based on product type. In this role, work is performed under general supervision.

Requirements

Organized, analytical and detailed oriented
Ability to work under tight deadlines and adjust schedules as needed in order to meet turnaround standards
Intermediate communication skills, both written and verbal
Motivated "self-starter" with a commitment of personal growth
General PC knowledge including Microsoft Office
Ability to maintain customer confidence through confidentiality
Ability to work independently and manage time effectively
Must be able to work within a team environment
Typing speed of 40 word per minute

Nice To Haves

A minimum of one year of office experience preferred.
A minimum of one year of data entry or insurance administration experience preferred.

Responsibilities

Accurately process a minimum of 200 routine and moderately complex life insurance and annuity applications per week.
Process the majority of life insurance and annuity applications using various administration systems.
Maintain the privacy of customers and protect sensitive data.
Review, manage and resolve pending policies to completion.
Escalate and assist senior team members in resolving complex or unusual cases.
Review unclear requests and system errors and escalate appropriately.
Document the steps taken to solve the issue.
Identify process improvement opportunities.
Recommend improvements to processes and procedures.
Assist in implementing process improvements.
Accurately audit newly issued policies against the application and contract pages.
Help ensure team standards and goals are maintained.
Process applications in the workflow queues and other work according to team standards.
Assist team members to meet turnaround expectations.
Actively participate in team meetings and team building activities.
Assist in resolving errors by reviewing and escalating appropriately when needed.
Perform other related work as requested or required.

Benefits

20 days of Paid Time Off growing to 25 days after 5 years
11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
Health care, dental and vision plans
Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account
Annual bonus based on company performance
Paid Parental Leave
401(k) match up to 9%
Paid Sabbatical after 8 years
Paid Volunteer Time
Education Assistance Program
Employee Recognition Program