Role OverviewThe New Business Specialist accurately processes and enters new business applications, verifies documentation, and ensures compliance with company and state requirements. This role collaborates with team members to support efficient policy issuance and provide exceptional service to the customers and families we serve.
What You Will Do
Responsibilities include receiving and processing new business applications, reviewing insurance applications and related documentation, verifying data for completeness and accuracy, and communicating with team members and management.
Why It Might Be a Fit
The ideal candidate will have strong attention to detail, organizational skills, and ability to manage multiple priorities, as well as effective written and verbal communication skills.
Requirements
- High school diploma or equivalent required
- Completion of LOMA Principles and Operations courses within two years of employment
- One or more years of experience in general office support including data entry
- Insurance industry experience preferred
- Working knowledge of Microsoft Office applications, including Outlook, Excel, and Word
- Experience with LifePro or other insurance administration systems preferred
Benefits
- Excellent schedule – office closes at 1 p.m. every Friday
- Annual profit sharing
- 401(k) with company match with discretionary contribution
- Company-sponsored group medical and dental insurance
- Company-paid life insurance
- Company-paid long-term disability
- Hybrid work environment
- Paid holidays
- Generous vacation time and sick leave
- Paid parental leave
- Casual dress year-round
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