Life New Business Specialist I

Job Summary

This position functions as a proactive liaison between producers, their uplines (IMOs), third-party administrators, Sales, Underwriting, Policyholder Services, Claims, Legal, and Actuarial departments to quickly resolve new business and customer service issues, specifically related to applications submitted that are not in good order.

Duties and Responsibilities

• This role is responsible for processing and managing Life New Business applications from the time the case is submitted to the point the case is issued.
• Serves as the primary owner for resolving any open issues for a submitted life application.
• Achieves required phone and transaction performance as defined for the Life New Business Specialist I.
• Researches and tracks documents to resolve service issues with emphasis on a designated function.
• Proactively keeps producers and uplines up-to-date on product and processing guidelines.
• Resolves problems & guides producers in software usage and web initiatives.
• Resolves moderate sales/operational needs/inquiries as pertains to product clarification, pending new business, supply needs, illustrations, and marketing administration.
• Adheres to company policies and legal requirements regarding sales and product compliance.

Experience and Education Requirements

• AA or BA degree preferred.
• Relevant experience considered in lieu of degree.
• Minimum of 1 year customer service experience.
• Insurance or financial services industry preferred.
• Experience working in a service center, sales support team and/or other previous industry experience preferred.
• Successful completion of Life insurance related education such as LOMA or CLU coursework preferred.

Knowledge, Skills & Abilities

• Demonstrates basic understanding of how F&G is structured and the products / service offerings within respective coverage area.
• Demonstrates ability to build new skills and adapt to new ways of thinking.
• Handles customer questions and concerns in a timely and professional manner.
• Develops and maintains goal-oriented, collaborative and productive, team-driven relationships.
• Reads verbal, non-verbal and written cues; effectively adjusts communication style to suit the needs of different audiences and situations.
• Develops awareness of new techniques, methods, and practices.
• Demonstrates basic awareness and understanding of digital techniques, methods and tools used at F&G.
• Establishes working relationships with team members and colleagues.
• Asks thoughtful questions to understand business objectives or desired outcomes.
• Demonstrates ability to self-organize, set priorities, and manage workload.
• Demonstrates basic understanding of how current job fits into the organizational vision.
• Demonstrates awareness of workload and shares updates on availability with manager.
• Monitors, measures and assesses processes to determine areas of improvement; identifies and eliminates operational waste.
• Understands basic data concepts.
• Accepts and owns assigned project tasks; understands impact within the team or organization.
• Understands expectations for interaction with vendors for their functional area.
• Contributes to deliverables by executing work and providing team members with appropriate status updates.
• Demonstrates risk awareness and understands risk mitigation strategies.

Other Requirements

• Perform other functions, duties and projects as assigned
• Regular and punctual attendance
• Some travel may be required (less than 10%)

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