Job Description
Back New Business Policy Representative-Life Insurance #5842 Multiple Locations Apply X Facebook LinkedIn Email Copy Position Locations Lincoln, Nebraska, United StatesCincinnati, Ohio, United States Area of Interests Customer Service Full-Time/Part Time Full-time Job Description The New Business Policy Representative is responsible for managing life new business applications from the time of submit through policy delivery. This position must accurately interpret and fulfill all requirements necessary for accurate processing, and act as the liaison between underwriting, agents, and medical vendors to obtain all requirements needed to render an underwriting decision on a policy. The position must be able to learn and retain knowledge of all products currently offered to new sales, read and interpret sales illustrations, and understand policy riders and how they function. Associates are the front line of communication with our field partners and are expected to maintain readiness in our zero line and answer phone calls from agents, as well as monitor their email inbox and reply to all requests within 24 hours. This is a hybrid role working partially in-office (Lincoln, NE or Cincinnati, OH) and partially from home.
Researches customer needs and problems and develops informed, innovative solutions. Provides decisive action within defined parameters of authority to build customer loyalty while maintaining the financial and procedural integrity of the case and proactively communicating with customers.
Fields customer inquiries and provides empathy and patience with all customers.
Possesses a working knowledge of the functions and systems across the organization as they relate to administrative functions.
Communicates with producers and customers, providing support on their various cases.
Meets or exceeds service standards with respect to accuracy, turnaround time, and overall quality of products and services.
Responsible for account reconciliation by utilizing appropriate systems.
Corresponds with Legal and Compliance departments as necessary for assistance in handling complex cases and customer complaints.
Handles and completes special assignments and projects within provided timeframes.
Must stay abreast to product and case education and associate training and coaching; High School Diploma or GED required
~0-2 years of related experience, 1 year of experience in a customer service environment highly preferred
~ Strong technical skills, typing skills, and the ability to multitask and move between several systems at the same time.
~ Ability to work without close supervision and to exercise independent judgment and problem solving in a professional area.
~ Must be able to work overtime as needed to meet business needs.
It means helping all kinds of people, at every age and stage, get more out of life.Flexible hybrid work options. Time for family and community. 401(k) Retirement Plan with company match and quarterly contribution.* Incentive Program Bonuses.* Competitive Pay.For your time:* Flexible Hybrid work.* Thrive Days - Personal time off.* Health Benefits: Medical, Dental, Vision.* Health Savings Account (HSA) with employer contribution.* Employee assistance program (EAP).For your community:* Generous paid maternity leave and paternity leave.* Backup child, elder and pet care support.
We are an Equal Opportunity/Affirmative Action Employer that hires based on qualifications, positive attitude, and exemplary work ethic, regardless of sex, race, color, national origin, religion, age, disability, veteran status, genetic information, marital status, sexual orientation, gender identity or any other characteristic protected by law.
About this Position's Pay The pay range posted reflects a nationwide minimum to maximum covering all potential locations where the position may be filled. The final determination on pay for any position will be based on multiple factors including role, career level, work location, skill set, and candidate level of experience to ensure pay equity within the organization. This position will be eligible to participate in our Short-Term Incentive Plan with the annual target defined by the plan. Disclosing pay information promotes competitive and equitable pay.18.72 - $29.95 / hour Pay Transparency Pay transparency is rooted in principles of fairness, equity, and accountability within the workplace.
Want AI-powered job matching?
Upload your resume and get every job scored, your resume tailored, and hiring manager emails found - automatically.
Get Started Free