Worksite New Business Specialist
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
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
- Review and issue new business accident, critical illness, disability, hospital and life.
- 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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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
