Do you enjoy streamlining, driving, and implementing processes and procedures? Do you get energized working in a fast-paced, structured environment? Do others describe you as proactive, thorough, and driven to be accurate? If so, then this might be the opportunity for you!

 

Valmark Financial Group is looking for a candidate that possess these skills to join our team as a New Business Specialist on our Life Insurance New Business Team.

 

COME JOIN OUR TEAM!

At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Workplaces in Northeast Ohio every year since 2020!

See What Employees Say!

 

JOB SUMMARY

The New Business Specialist actively manages and facilitates the smooth and efficient processing of life insurance applications through the new business and underwriting process at Valmark’s insurance company partners. The New Business Specialist provides world class customer service by acting as an advocate on behalf of Valmark’s clients to achieve timely processing of their life insurance cases and favorable underwriting and new business outcomes.

 

 

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

• Manage life insurance cases throughout the entire span of the application process, including reviewing applications for completeness and accuracy, providing timely communication updates, navigating and resolving issues, completing quality reviews, and acting as a liaison between our clients and the insurance companies.
• Actively build mutually beneficial relationships with Valmark’s clients, internal team members, and insurance company contacts.
• Provide high-quality customer service by investigating and resolving issues and negotiating creative solutions agreeable to all parties.
• Develop a good understanding of life insurance companies’ processes and underwriting guidelines, with the goal of being viewed by our clients as a new business expert.
• Advocate on behalf of our clients with the insurance companies in a manner that is consumer and sales friendly to achieve the most favorable underwriting and new business outcome.
• Skillfully promote pre-determined initiatives to increase usage, adoption, and awareness.
• Develop a strong understanding of Valmark systems and resources.
• Assist with projects that provide value to Life Insurance New Business Team.

 

CORE COMPETENCIES

• Ability to build and develop lasting relationships to provide high-level customer services.
• Strong verbal and written communication skills.
• Highly detailed oriented and strong organization skills.
• Ability and high capacity to learn multiple areas of discipline.
• Strong analytical and problem-solving skills.
• Maturity to deal with high-net-worth clients.
• Positively and effectively deal with change.
• Friendly, cheerful personality.

 

REQUIRED EDUCATION AND EXPERIENCE

• High school diploma or GED
• Windows-based software experience

 

 

PREFERRED EDUCATION AND EXPERIENCE

• Experience in the Financial Services or related industry
• Associate’s or Bachelor’s degree
• Life & Health Insurance License
• FINRA Series 6 & 63 Securities Licenses

 

PHYSICAL DEMANDS

This is a largely sedentary role. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.

 

POSITION TYPE AND EXPECTED HOURS OF WORK

Days and typical hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Some flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status. Overtime may be required based on business needs.

 

 

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