Job Description

This role plays a critical role in analyzing, evaluating, and improving

the new business processes within the organization. This position is responsible for assessing

new business applications, identifying errors, ensuring compliance with underwriting

guidelines, and recommending process enhancements to optimize efficiency and customer

experience. The role requires strong analytical skills, industry knowledge, and the ability to

collaborate with cross-functional teams.

Duties and responsibilities

• Process new business applications in an organized and timely manner.
• Order medical examinations and medical records for clients when necessary.
• Solve issues or concerns of an application or process for overall efficiency.
• Upload client data into systems (Smart Office, Carrier Websites) to ensure information is timely and accurate.
• Clearly communicate application, underwriting, case status and delivery processes for all carriers on our platform.
• Communicate accurate case and status information in a timely manner to the sales team for underwriting decisions which will affect the outcome of a case.
• Review carrier websites and confirm case details.
• Attend trainings from carriers and/or IMO and provide a summary of updates to the
• team.
• Provide training to newly hired new business team members.
• Understand the internal resources and when to include in operating procedures (contracting, commissions, sales).

Qualifications include:

• Experience working on a high functioning team
• Experience with all product lines including Life, Disability, Long Term Care and Annuities
• Accept and provide feedback for the betterment of the team
• Provide exceptional customer service
• Strong analytical and organizational and decision making skills
• Easily adaptable to changes in processes and priorities
• Strong multi-tasker with a high level of accountability

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