New Business Specialist

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

📋 Description

• Process a minimum of 200 routine and moderately complex life insurance and annuity applications each week.

• Review, process, audit, and issue applications in accordance with state and company standards and guidelines.

• Utilize various administrative systems to manage application processing.

• Uphold customer privacy and safeguard sensitive information.

• Assess, manage, and finalize pending policies.

• Assist senior team members with intricate or atypical cases and escalate as necessary.

• Evaluate unclear requests and system errors, escalating them appropriately.

• Document the steps taken to resolve issues.

• Identify and propose improvements for processes and procedures.

• Aid in the implementation of process enhancements.

• Audit newly issued policies against applications and contract documents.

• Support the maintenance of team standards, objectives, and turnaround expectations.

• Manage workflow queues and other tasks in alignment with team standards.

• Engage in team meetings and team-building initiatives.

• Carry out other related tasks as requested or needed.

⛳️ Requirements

• High School diploma or GED equivalent.

• Preferred: One year of office experience.

• Preferred: One year of experience in data entry or insurance administration.

• Strong organizational, analytical, and detail-oriented skills.

• Capability to work under tight deadlines and adapt schedules to meet turnaround expectations.

• Intermediate proficiency in written and verbal communication.

• Self-motivated individual committed to personal growth.

• General knowledge of PCs, including Microsoft Office.

• Ability to maintain confidentiality of customer information.

• Capacity to work independently and manage time effectively.

• Ability to collaborate within a team environment.

• Typing speed of 40 words per minute.

• Must be available to work from 8:30 am to 5:00 pm CST, Monday to Friday.

• Must reside in Wisconsin.

🏝️ Benefits

• 20 days of Paid Time Off, increasing to 25 days after 5 years.

• 11 Paid Holidays (10 company holidays and 1 personal holiday of your choice).

• Health care, dental, and vision insurance plans.

• Annual contributions of up to $1,500 for family or $1,000 for single coverage towards a Health Savings Account.

• Annual bonuses based on company performance.

• Paid Parental Leave.

• 401(k) match of up to 9%.

• Paid Sabbatical after 8 years of service.

• Paid Volunteer Time.

• Education Assistance Program.

• Employee Recognition Program.

• Employee Resource Groups.

• Opportunities for professional and personal development.

• Flexible work environment with fully remote, hybrid, or onsite options where available.

• Reasonable accommodations for qualified individuals with disabilities.