Job Description

The New Business Administrator is responsible for contributing to the successful business operation of the organization. Working directly with Financial Representatives, Insurance Specialists, Policyholders and Guardian Associates, the New Business Administrator is responsible for timely and efficient administration of new business applications from submission through policy placement. As the client support liaison, the Case Supporter will need to creatively manage all issues to resolution and provide seamless customer service. Excellent interpersonal and relationship building skills is key! The right candidate will be someone that has experience working in a team environment, with the ability to manage key aspects of an overall process. We are looking for a highly organized individual with the ability to communicate effectively, take ownership of assigned responsibilities and has a keen sense of how to utilize systems to support the process. Responsibilities: 1. Manage incoming applications * Assist with the preparation and submission of client applications * Understand and order underwriting requirements as needed * Input application data in proprietary web-based system with highest level of accuracy * Promptly reconcile any issues with Producers and/or Home Office Case Managers that prevent delays in the review process including coordination of licensing, state appointments, forms, illustrations and other requirements 2. Support pending new business * Provide above-and-beyond support to Producers and Clients as they navigate various eSystems for application submissions, offers, delivery and payment * Manage the medical records retrieval process. Understanding delays, escalate when required and effectively communicate via status updates to Producers 3. Manage approved and issued new business * Manage the approval process to insure timely issuing of policies * Manage proprietary systems, promptly releasing all policies via the requested delivery method, including complete review for accuracy * Establish and maintain effective follow up to assure the delivery requirements are received by Home Office, the policy is recorded as paid and critical documents are stored on the Agency's shared drive for retention and audit purposes 4. Additional assigned tasks and projects Company Description Lifetime Financial Growth (LFG) is a general agency of the Guardian Life Insurance Company with a footprint that spans six states. LFG has over 250 representatives who provide personalized planning experiences to LFG's 70,000+ clients in ALL 50 states. We are committed to the development of the best individuals in our industry because we pay attention to training, product performance, financial strength, careful management and unquestioned integrity. At Lifetime Financial Growth, we are a team of highly motivated individuals where our strength is generated from our commitment to our clients, our producers, our staff and our industry.

Company Description

Lifetime Financial Growth (LFG) is a general agency of the Guardian Life Insurance Company with a footprint that spans six states. LFG has over 250 representatives who provide personalized planning experiences to LFG's 70,000+ clients in ALL 50 states. We are committed to the development of the best individuals in our industry because we pay attention to training, product performance, financial strength, careful management and unquestioned integrity. At Lifetime Financial Growth, we are a team of highly motivated individuals where our strength is generated from our commitment to our clients, our producers, our staff and our industry.