New Business Professional II

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Accurately enter necessary data to process and track new business applications.

• Manage life insurance and annuity applications to reduce turnaround time while enhancing customer satisfaction.

• Assess confidential and sensitive documents for completeness and accuracy.

• Request medical records and ensure cases are completed efficiently.

• Create reports, correspondence, and form letters to solicit additional information.

• Maintain documentation and follow up in line with established protocols.

• Evaluate applications to verify compliance with technical, legal, and underwriting standards.

• Handle reinstatements and conversions effectively.

• Consult with Senior New Business Professionals or other staff on complex applications.

• Address inquiries from agents and members promptly.

⛳️ Requirements

• 1–2 years of experience in a customer service role focused on processes.

• High School diploma or equivalent, along with some college-level coursework, is required.

• Strong skills in computer usage and data entry are essential.

• Proficiency in MS Office applications is necessary.

• Familiarity with internet-based systems is advantageous.

• Excellent verbal and written communication abilities are required.

• Capable of reviewing data and documents for precision and consistency, taking action to avert errors, adhering closely to procedures, and maintaining accurate records.

• Ability to stay calm and professional during potentially volatile or emotionally charged situations while sustaining productivity under stress.

• Proven expertise in the technical and functional skills needed for the role.

• Skilled in data gathering, problem diagnosis, distinguishing causes from symptoms, applying learned lessons, anticipating issues, developing contingency plans, and evaluating alternative actions.

• Must be willing and able to work the shift from 9:30 am to 6:00 pm.

🏝️ Benefits

• Medical, Dental, Vision, Life, and Disability coverage available from day one.

• Pension Plan offered.

• Performance-based incentive plan.

• 401k plan available with a Company match.

• Holidays and Paid Time Off provided.

• AAA Basic Membership included.

• A collaborative and energetic work environment.