JOB DESCRIPTION
Position Overview:
The New Business Support Specialist is responsible for processing life insurance applications and performing a variety of administrative and support duties. This role requires attention to detail, strong communication skills, and the ability to multitask in a professional office environment.
Process and enter new business life insurance applications into internal systems.
Record and apply cash transactions; maintain daily balancing spreadsheets.
Order and follow up on APS (Attending Physician Statements), paramedical exams, ScriptCheck reports, and MIB searches.
Conduct identity verifications.
Communicate with agents to resolve errors or omissions in life insurance applications.
Update QLA system with pending issues and case statuses.
Serve as Receptionist one full day per week and as needed for breaks, lunch, or absences.
Provide support to the Claims Department by retrieving physical files and printing detail pages.
Assist National Officers with various administrative tasks as assigned.
Carry out additional duties and tasks as directed by the New Business Supervisor or management.
High School Diploma or GED equivalent required.
3-5 years of relevant work experience preferred, but not required.
Communication: Strong written and verbal communication skills; able to interact professionally with agents and clients.
Technical Proficiency: Proficient in Microsoft Word and Excel; strong data entry and typing skills; comfortable learning new software systems.
Analytical Ability: Capable of collecting, analyzing, and organizing data; familiar with basic online research techniques.
Mathematics: Able to perform basic math functions, including fractions and percentages.
Physical Requirements: Must be able to bend to floor level for extended periods and lift or carry up to 10 pounds.
Attention to Detail: Skilled in proofreading and ensuring data accuracy.
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