Worksite New Business Specialist

AssurityLincoln, NE

About The Position

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place. Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers [http://www.assurity.com/careers]

Requirements

  • Highly organized – time management skills, handle multiple priorities and meet or beat deadlines
  • Ability to make decisions
  • High accuracy and attention to detail
  • Two to four years’ experience in business, underwriting, or related field
  • Ability to keyboard 50 words per minute required
  • Ability to interact and communicate effectively and professionally with clients and co-workers required
  • Proficiency with word processing and spreadsheet software required
  • Consistent and reliable attendance Is an essential function of this position
  • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness

Responsibilities

  • Coding applications into the administrative system
  • Reviewing applications for accuracy which includes verifying state compliance forms, agent contracting issues are being handled, and benefit information and riders are defined
  • Reviewing applications for completeness by ordering requirements, communicating with brokers and sales via email, phone and written correspondence and documenting status actions and results on cases
  • Researching questions regarding underwriting requirements, state requirements, and guaranteed to issue and simplified parameters
  • Determining eligibility using criteria offered in the company product guide
  • Identifying and reporting MIB codes
  • Verifying policy regulation and compliance with regards to State Regulations and product guidelines
  • Processing policy changes; preparing delivery forms and endorsements; amendments, beneficiary and ownership arrangements, and riders
  • Working with the Business Transformation team to process applications removed from straight thru processing to ensure group parameters are correctly defined and incorrect information is relayed back
  • Continue to identify and relay improvements for electronic processing
  • Issue coverage based on product and underwriting guidelines
  • Assembling policies and letters for mailing
  • Providing customer service internally and externally via the department ACD line
  • Issuing of master policies for group certificates
  • Processing of returned mail
  • Reviewing lapsed cases for reinstatement
  • Working on division or special projects
  • Completing other duties as assigned
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