Hybrid New Business & Agent Support Specialist

Prosperity Life Group; Austin (TX); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

HSA and 401(k) company match

Paid time off

Employer-paid life and disability

Job summary

Prosperity is seeking a New Business Hybrid Representative in a fast-paced, service-driven environment. You will balance processing New Business applications with supporting agents through inbound calls, delivering timely status updates and gathering outstanding requirements to issue policies.

Collaborate with agents and internal teams to ensure applications are complete and compliant, with extensive training across customer service, products, and systems.

Qualifications

• 3+ years work experience required; experience in financial services or annuities preferred.
• High school diploma or equivalent required; college degree preferred.

Responsibilities

• Receive and process incoming requests from agents, balancing inbound calls with application processing to provide timely, accurate support
• Deliver clear, courteous, and knowledgeable guidance related to application status, funding, suitability, regulatory requirements, and policy issuance
• Partner directly with agents and internal operations teams to obtain outstanding requirements and keep cases moving forward
• Review applications and supporting documents for accuracy, completeness, and required signatures
• Establish and validate application data within administrative systems
• Issue policies and determine appropriate funding setups to support timely contract delivery
• Monitor applications to ensure compliance with state regulations, internal guidelines, and product requirements
• Verify all required forms and documentation are received prior to policy issuance
• Apply strong attention to detail to minimize rework and maintain high‑quality outcomes
• Create clear, professional correspondence across phone, email, and system‑based communications
• Proactively identify issues, navigate multiple systems efficiently, and work toward resolution with a service‑focused mindset
• Collaborate with teammates to resolve issues and participate in projects that support process improvement
• Identify opportunities for operational enhancements using feedback from agents, distribution partners, and internal stakeholders
• Review service metrics and feedback to maintain high levels of agent satisfaction and performance
• Participate in ongoing training to stay current on New Business processes, systems, and life insurance and annuity products
• Demonstrate accountability for personal development, openness to coaching, and adaptability to change
• Perform additional duties as needed to support team and organizational goals

Skills

Experience in financial services

Agent focus

Communication

Attention to detail

Compliance mindset

Problem solving

Adaptability

Collaboration

Continuous improvement

Education

High school diploma or equivalent

College degree preferred

Job description

Prosperity is seeking a New Business Hybrid Representative in a fast-paced, service-driven environment. You will balance processing New Business applications with supporting agents through inbound calls, delivering timely status updates and gathering outstanding requirements to issue policies.

Collaborate with agents and internal teams to ensure applications are complete and compliant, with extensive training across customer service, products, and systems.