AAA Life has an exciting opportunity for a New Business Professional II! New Business Professionals process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. Tasks may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion. This role may also process reinstatement's, and conversions.
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 turn-around time and maximize customer satisfaction.
Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures.
Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines.
Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications.
Handles customer inquiries to include agents and members.
Performs other related duties as assigned.
Shift available: Afternoon Shift
Required Skills
ATTENTION TO DETAIL – Able to review data/documents for accuracy and consistency’ take action to prevent mistakes; follow procedures closely; keep records accurate and up to date.
RESILIENCE – 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.
TECHNICAL/FUNCTIONAL EXPERTISE – Able to demonstrate mastery of the technical/functional skills necessary for performing own job.
PROBLEM SOLVING AND ANALYSIS – 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 develops contingency plans to deal with them; develop and evaluate alternative courses of action.
TECHNICAL/PROFESSIONAL SKILLS - Strives to stay ahead of technical/professional expertise, is proactive and inspires others to stay current in areas of technical expertise.
Required Experience
REQUIRED SKILLS:
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 develops contingency plans to deal with them; develop and evaluate alternative courses of action.
ATTENTION TO DETAIL – Able to review data/documents for accuracy and consistency’ take action to prevent mistakes; follow procedures closely; keep records accurate and up to date.
RESILIENCE – 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.
TECHNICAL/FUNCTIONAL EXPERTISE – Able to demonstrate mastery of the technical/functional skills necessary for performing own job.
PROBLEM SOLVING AND ANALYSIS – 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 develops contingency plans to deal with them; develop and evaluate alternative courses of action.
TECHNICAL/PROFESSIONAL SKILLS - Strives to stay ahead of technical/professional expertise, is proactive and inspires others to stay current in areas of technical expertise.