Texas New Business Specialist
About The Position
We are adding a Texas New Business Specialist to our team! Who We Are: Since 1909, NGL Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialized in a suite of innovative insurance products for life’s journey. We are committed to delivering on our promises across generations with collaboration and compassion. NGL Insurance Company (NGL) Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities. With over 100 years of experience, our passion is to serve people. Learn more by clicking here or visiting https://www.youtube.com/watch?v=JlB7J8740hU . A Day in the Life: The Texas New Business Specialist primarily processes Texas 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. Texas 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
- Minimum High School or GED
- A minimum of one year office experience preferred.
- A minimum of one year of data entry or insurance administration experience preferred.
- A minimum of six months of NGL experience preferred.
Responsibilities
- Accurately process a minimum of 60 Texas preneed applications per week.
- Creation and completion of the Texas Compliance Worksheet.
- Review of the application and contract to ensure all regulatory/compliance guidelines and state requirements are met.
- Make corrections on the contract when applicable.
- Assist with accurately processing routine and moderately complex Non-Texas life insurance and annuity applications.
- 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 level 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.
- Assist in Texas Department of Banking standard audit
- 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 individual and 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
101-250 employees
