[Hiring] New Business Professional II @AAA Life Insurance Company

Role Description

As a New Business Professional, you will process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. This may include:

• Reviewing confidential, sensitive documents for completion and accuracy
• Ordering medical records
• Moving the case to completion

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

Responsibilities

• Process and track new business applications by inputting necessary data for accurate completion
• Process life insurance and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction
• Generate reports, correspondence, and form letters for additional information, document files, and follow up according to established procedures
• Review and process new applications for life insurance and annuity products ensuring applications meet technical, legal, and underwriting guidelines
• Refer or consult with Senior New Business Professional or other staff as appropriate on more complex applications
• Handle customer inquiries to include agents and members
• Process reinstatements and conversions

Qualifications

• 1-2 years’ experience in process-oriented customer service role
• High School diploma or equivalent and some college level coursework required
• Strong Computer and Data Entry skills
• Proficient with MS Office software
• Experienced with internet-based systems

• Excellent Verbal and Written Communication skills
• Able to review data/documents for accuracy and consistency; take action to prevent mistakes; follow procedures closely; keep records accurate and up to date
• Able to interpret situations and information objectively when stressed; remain calm and professional in potentially volatile or emotionally charged interactions; maintain high productivity in stressful situations; maintain high performance in the face of setbacks or rejections; view failures objectively and rebound quickly
• Able to demonstrate mastery of the technical/functional skills necessary for performing own job
• Able to gather appropriate data and diagnose the cause of a problem before taking action; separate causes from symptoms; apply lessons learned from others who encountered similar problems or challenges; anticipate problems and develop contingency plans to deal with them; develop and evaluate alternative courses of action

Benefits

• A collaborative, energetic work environment where you can put your passion for people to work
• Medical, Dental, Vision, Life and Disability coverage available day one
• Pension Plan
• Performance-based incentive plan
• 401k available with a Company match
• Holidays and Paid Time Off
• AAA Basic Membership