New Business Specialist

Shelter Insurance Companies; Columbia Township (MO); Presencial; USD 27.000 - 32.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health Insurance

Dental Insurance

Vision Insurance

Prescription Drug Insurance

401(k) Savings & Profit Sharing

Paid Time Off

Descripción de la vacante

Shelter Insurance Companies is seeking a New Business Specialist to manage documentation, communication, and processing of new life insurance applications. You will act as the central liaison between Underwriters, Medical Records Retrieval Specialists, field marketing, agents and Sales District Leaders to ensure timely underwriting decisions.

The role emphasizes accuracy, strong communication and ability to handle multiple tasks, with starting pay listed as $19.28–$23.13 per hour depending on

Formación

• Excellent verbal and written communication skills with internal and external customers.
• Accurate keyboarding skills and proficiency with PC software including Internet basics and life company systems.
• Ability to balance multiple tasks with strong attention to detail and organizational skills.
• Basic knowledge of life insurance concepts, policies, coverages, underwriting rules and procedures.
• Experience managing complex documents like APS, EHR, RXScore, MIB, MVR and HIPAA forms.

Responsabilidades

• Process new life insurance applications efficiently and accurately.
• Serve as central communicator between Underwriters, Medical Records Retrieval Specialists and field marketing teams.
• Support information and document needs for underwriters across the underwriting process.
• Build and maintain strong customer-focused relationships with field sales and agents.

Conocimientos

Verbal & written communication

Keyboarding & typing

Multitasking & attention to detail

Life insurance concepts

Educación

College-level education preferred

High school education acceptable

Herramientas

Internet Basics

Document Imaging

Outlook

Document Connect

Mainframe

Filebound

Xnet

BPM

Life Portraits System

Spotlight & ABC websites

Descripción del empleo

New Business Specialist

A company built to serve you. It's your career, Shelter it!

$19.28-$23.13 minimum starting pay

Job Level: Individual Contributor

Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position.

What You Will Be Doing

The New Business Specialist is responsible for accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications within the Life Company. This role serves as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders. Responsible for core duties related to processing new life insurance applications to support information and document needs for underwriters as they determine applicant eligibility. This position plays a key role in building a strong customer focused relationship between the Underwriting Department and Field Sales through professional communication, establishing confidence, creating trust and rapport to ensure new life applications are managed effectively throughout the underwriting process.

What We're Looking For

• Ability to possess and display excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner.
• Demonstrate accurate keyboarding skills and proficient operation of PC and applicable software including Internet Basics, Document Imaging, Outlook, Document Connect, Mainframe, Filebound, Xnet, BPM, Life Portraits System and the Spotlight and ABC websites as well as a variety of proprietary Life Company systems.
• Ability to balance and prioritize multiple tasks. Well-developed analytical and mathematical skills. Strong attention to detail with excellent organizational skills.
• Basic knowledge of life insurance concepts, policies, coverages, underwriting rules, regulations, and procedures.
• Ability to manage the workflow of complex documents including (but not limited to) APS, EHR, RXScore, LabPiQture, MIB, MVR, and various forms of HIPAA documentation.
• Education background at the college level preferred, general educational background at the high school level, including math, English, keyboarding and general business or equivalent vocational training or experience preferred.
• Willing to complete two LOMA or CLU courses in the first year and two courses in the second year is expected.
• Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Benefits

• Health, Dental, Voluntary Vision and Prescription Drug Insurance
• Savings and Profit Sharing 401(k)
• Paid Time Off for Sick and Personal Leave, Vacation and Holidays
• Vitality Wellness Program
• "Dress for Your Day" Dress Code
• Flexible Scheduling
• And much more!