Job Purpose/Role:

This position is responsible for executing all phases of case management from application review to issuance and payment of policies. New Business Specialists will work with supervisor and co-workers to define, refine, and improve the new business process and procedures documenting all changes. The position may also have the opportunity to assist or lead special projects. New Business Specialists work closely with a team of people, including WealthVest’s Operations team, Internal and External Wholesalers, Accounting team, IT team, Marketing team as well as carrier representatives.

Responsibilities:

• Guide wholesalers and financial professionals through the annuity/life insurance application process and any additional processes (i.e. death claims, withdrawal, policy renewal).
• Build relationships and work with carriers on behalf of WealthVest and its financial professionals and wholesalers.
• Communicating updates and information to financial professionals and wholesalers until the policy issues as outlined in the new business processed and procedures.
• Assist financial professionals and wholesalers with requirements, “fires”, setbacks, etc.
• Meet regularly with each assigned territory team (external wholesaler and internal wholesaler) and review their book of business including but not limited to hotlist applications and customer survey responses.

Requirements, Skills, & Experience

• Problem solving and decision-making ability
• Proactive and adaptable to new/unforeseen situations
• Motivated with strong work ethic and positive attitude
• Strong verbal/written communication and interpersonal skills; strong attention to detail and a high degree of professionalism
• Ability to work in a fast-paced environment and manage several tasks simultaneously within deadlines; ability to work independently as well as with a team
• High school diploma (or equivalency) required; college degree preferred
• 2+ years of customer service, operations or equivalent experience required; 1+ years working with Annuities and/or Life Insurance background preferred
• Strong working knowledge of PCs, Microsoft Office products (Word, Excel, Outlook) and above average typing skills

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• 8 hour shift
• Monday to Friday