New Business Specialist

Shelter Mutual Insurance Company•Columbia, MO

About The Position

The New Business Specialist is responsible for accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications within the Life Company. This role serves as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders. Responsible for core duties related to processing new life insurance applications to support information and document needs for underwriters as they determine applicant eligibility. This position plays a key role in building a strong customer focused relationship between the Underwriting Department and Field Sales through professional communication, establishing confidence, creating trust and rapport to ensure new life applications are managed effectively throughout the underwriting process.

Requirements

Excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner.
Accurate keyboarding skills and proficient operation of PC and applicable software including Internet Basics, Document Imaging, Outlook, Document Connect, Mainframe, Filebound, Xnet, BPM, Life Portraits System and the Spotlight and ABC websites as well as a variety of proprietary Life Company systems.
Ability to balance and prioritize multiple tasks.
Well-developed analytical and mathematical skills.
Strong attention to detail with excellent organizational skills.
Basic knowledge of life insurance concepts, policies, coverages, underwriting rules, regulations, and procedures.
Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Nice To Haves

Education background at the college level preferred.
General educational background at the high school level, including math, English, keyboarding and general business or equivalent vocational training or experience preferred.
Willing to complete two LOMA or CLU courses in the first year and two courses in the second year is expected.

Responsibilities

Accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications.
Serving as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders.
Processing new life insurance applications to support information and document needs for underwriters.
Building a strong customer focused relationship between the Underwriting Department and Field Sales through professional communication, establishing confidence, creating trust and rapport.
Managing the workflow of complex documents including (but not limited to) APS, EHR, RXScore, LabPiQture, MIB, MVR, and various forms of HIPAA documentation.