Job description
Overview:
Responsibilities:
2. Assist in resolving complex or unusual cases
Review unclear requests and system errors and escalate appropriately
Document the steps taken to solve the issue
3. Identify process improvement opportunities
Recommend improvements to processes and procedures
Assist in implementing process improvements
4. Accurately auditing newly issued policies against the application and contract pages
Be able to process the majority of the work received by the team
Be detailed oriented
Understand the importance of the work responsible for
Maintain the privacy of our customers and protect sensitive data
5. Help ensure that team standards and goals are maintained
Process applications in the workflow queues and other work according to team standards.
Assist team members to meet turnaround expectations.
Actively participate in team meetings and team building activities.
6. Assist in resolving errors by reviewing and escalating appropriately when needed
7. Perform other related work as requested or required Qualifications:
Education Requirements
Preferred
Level 1 LOMA Certificate
A minimum of one year of office experience preferred
1
A minimum of one year of data entry or insurance administration experience preferred
Must be able to remain in a stationary position, often standing or sitting for prolonged periods.
Frequent
Walking
Needs to move about inside the office or workspace to access file cabinets, office machinery, etc.
Occasional
Lifting/Carrying
Ability to move objects and files up to 20 pounds in all directions.
Occasional
Pushing/Pulling
Ability to exert force upon an object, or draw an object toward oneself to move or change its direction such as doors and carts.
Occasional
Use of Hands/Fingers
Operates standard office equipment such as computers, keyboards, phones, photocopiers, filing cabinets and fax machines.
Constant
The responsibilities described are not a comprehensive list of each task that may be given to the employee in this role. Duties, responsibilities and activities of the position may change at any time to meet the needs of the company.
The New Business Specialist primarily processes life insurance and annuity applications. Additional responsibilities include effectively review, process, audit and issue life insurance and annuity applications based on state and company requirements and guidelines. New Business Specialists are accountable for accuracy standards, auditing and turnaround standards based on product type. In this role, work is performed under general supervision.
Open to remote work in the following states: AL, AZ, AR, FL, GA, IL, IN, IA, KS, KY, LA, ME, MA, MN, MO, NE, NH, NJ, NC, OH, SC, TN, TX, UT, VA, WI, WY
Responsibilities:
1.
Accurately process routine and moderately complex life insurance and annuity applications
Be able to process the majority of life insurance and annuity applications using various administration systems
Detailed oriented and multi step processing
Understand the importance of the work responsible for and the consequences of incorrect or incomplete work
Maintain the privacy of our customers and protect sensitive data
Review, manage and resolve pending policies to completion
Detailed oriented and multi step processing
Understand the importance of the work responsible for and the consequences of incorrect or incomplete work
Maintain the privacy of our customers and protect sensitive data
Review, manage and resolve pending policies to completion
2. Assist in resolving complex or unusual cases
Review unclear requests and system errors and escalate appropriately
Document the steps taken to solve the issue
3. Identify process improvement opportunities
Recommend improvements to processes and procedures
Assist in implementing process improvements
4. Accurately auditing newly issued policies against the application and contract pages
Be able to process the majority of the work received by the team
Be detailed oriented
Understand the importance of the work responsible for
Maintain the privacy of our customers and protect sensitive data
5. Help ensure that team standards and goals are maintained
Process applications in the workflow queues and other work according to team standards.
Assist team members to meet turnaround expectations.
Actively participate in team meetings and team building activities.
6. Assist in resolving errors by reviewing and escalating appropriately when needed
7. Perform other related work as requested or required
Organized, analytical and detailed oriented
Ability to work under tight deadlines and adjust schedules as needed in order to meet turnaround standards
Intermediate communication skills, both written and verbal
Motivated "self-starter" with a commitment of personal growth
General computer and office machine knowledge
Ability to maintain customer confidence through confidentiality
Ability to work independently and manage time effectively.
Must be able to work within a team environment
Typing speed of 40 word per minute
Education Requirements
Min/Preferred
Education Level
Description
Preferred
High School or GED
Preferred
Other
Level 1 LOMA Certificate
Years of Experience
Minimum Years
Description
1
A minimum of one year of office experience preferred
1
A minimum of one year of data entry or insurance administration experience preferred
ADA Requirements
NGL is committed to the full inclusion of all qualified individuals. Therefore, we will ensure that all individuals with disabilities are provided reasonable accommodations to meet the physical demands in the work environment described in order to perform essential job functions successfully.
Physical Demands
Demand
Description
Frequency
Standing/Sitting
Must be able to remain in a stationary position, often standing or sitting for prolonged periods.
Frequent
Walking
Needs to move about inside the office or workspace to access file cabinets, office machinery, etc.
Occasional
Lifting/Carrying
Ability to move objects and files up to 20 pounds in all directions.
Occasional
Pushing/Pulling
Ability to exert force upon an object, or draw an object toward oneself to move or change its direction such as doors and carts.
Occasional
Use of Hands/Fingers
Operates standard office equipment such as computers, keyboards, phones, photocopiers, filing cabinets and fax machines.
Constant
Working Conditions
This role primarily operates in a professional office environment
Disclaimer
The responsibilities described are not a comprehensive list of each task that may be given to the employee in this role. Duties, responsibilities and activities of the position may change at any time to meet the needs of the company.
colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, colinoncars.com is the ideal place to find your next job.