- Review daily, weekly, and monthly production of each New Business Clerk
- Review applications that are over the limits of the New Business Clerks, and quality check all applications for both LNL Military New Business, and ESD New Business
- Responsible for reviewing and reporting discrepancies encountered throughout our daily routines.
- Audit and review of automated processes weekly.
- Complete daily, weekly, monthly, and annual reporting for management.
- Review, approve and conduct employee performance appraisals. Coach, counsel, and train staff.
- Responsible for employee scheduling for adequate coverage during vacations and personal/sick days.
- Coordinate staff with other departments to maintain workflow.
- Coordinate testing of new products and processes within New Business and Underwriting for both LNL Military, and ESD to ensure all compliance requirements are met.
- Assist in the implementation of underwriting policies and procedures related to the processing of new business and other department processes.
- Work with IT for problem resolution and testing of systems and scanning equipment.
- Work with compliance, IT, and marketing for system generated print errors.
- Communicate with management and correct any discrepancies or issues found during audits
- Assist management as necessary.
- Other duties as determined by New Business Management
Required Skills
- Excellent time management
- Attention to detail
- Strong use of Microsoft Office applications including Excel
- Highly organized, with the ability to meet deadlines
- Excels in leadership skills to maintain multiple teams and lines of business
- Excellent communication skills both verbal and written
- Ability to make sound decisions with attention to detail
- Must be able to use available information to make logical decisions
Required Experience
- High school diploma required-some college preferred
- 2-4 years experience in a lead or supervisor position
- 2-4 years experience in the life insurance industry
A combination of education and / or experience can be considered