Senior New Business Specialist

Valmark Financial Group; Saint Paul (MN); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work policy

Job summary

Valmark Financial Group is seeking a Senior New Business Specialist to manage life insurance applications through the new business and underwriting process. You will advocate for Member Offices and clients, ensuring favorable underwriting outcomes.

You will handle case management, serve as SME, assist in training, and drive process improvements while maintaining strong relationships with offices and carrier teams.

Qualifications

• High school diploma or GED required or equivalent experience.
• 2-3 years in Valmark environment or 7-10 years in related industry.
• Pursuing Life Insurance Producer License, FLMI, ALMI, ACS, Series 6/26/63 licenses preferred.

Responsibilities

• Manage 100+ life insurance cases from submission through payment.
• Serve as SME on new business topics and update guidelines.
• Identify and promote process improvements and efficiencies.
• Assist in training new hires for quick onboarding.
• Provide high‑quality customer service and advocate for Member Offices.
• Build and deepen relationships with offices, carrier staff, and internal teams.
• Negotiate creative solutions acceptable to carrier and client.

Skills

CRM proficiency

Customer service

Underwriting knowledge

Communication

Team collaboration

Education

High school diploma or GED

Associates or Bachelor’s degree

Tools

Box

Connect

Zoom

Outlook

AI tools

Job description

The Senior New Business Specialist (Senior NBS) at Valmark plays a crucial role in managing and facilitating the efficient processing of life insurance applications through the new business and underwriting process. This position involves providing world-class customer service, acting as an advocate for Member Offices and their clients, and ensuring favorable underwriting and new business outcomes.

Essential Functions And Responsibilities

Case Management

• Successfully manage over 100 pending life insurance cases from submission through payment, ensuring good order, ordering medical requirements, providing case status updates, and resolving new business issues.

Subject Matter Expertise

• Navigate complex new business-related issues and serve as a resource for New Business Specialists.
• Act as a Subject Matter Expert on specific new business topics, presenting updates to the New Business Team, and maintaining relevant sections on guidelines spreadsheets.
• Process Improvement and Initiative Promotion
• Bring new ideas to the Operations Manager to improve processes or resources, aiming for internal and external efficiencies, and fostering innovation.
• Skillfully promote predetermined new business initiatives to increase usage, adoption, and awareness.

Training and Onboarding

• Assist in the training of new hires for quick onboarding, ensuring they contribute to the team efficiently.

Customer Service and Advocacy

• Provide high-quality customer service, serving as the primary contact for top Life Insurance Member Offices in investigating and resolving New Business issues.
• Advocate for Member Offices with the carrier in a consumer and sales-friendly manner to achieve favorable outcomes.

Relationship Building

• Deepen mutually beneficial relationships with Member Offices, carrier new business & underwriting staff, and internal team members.

Problem-Solving and Creativity

• Add value to the new business process by skillfully negotiating creative solutions agreeable to the carrier, Member Office, and their client.

Project Contribution

• Assist Operations Manager in completing new business-related projects providing value to the New Business Team.

CORE COMPETENCIES

• Mastery of Box, CRM, Connect, Zoom, Outlook and AI tools.
• Track record of providing quality customer service and navigating difficult situations in the New Business process.
• Consistently achieving goals.
• Superior understanding of carrier processes and underwriting guidelines.
• Expertise in PURE, eAPP, Streamlined Underwriting Programs, and eDelivery.
• Positive adaptation to change.
• Team culture enhancement through positive leadership.
• Independent work in a fast-paced environment.
• Capacity to learn multiple areas of discipline.
• High attention to detail and expert-level organizational skills.

Required Education And Experience

• High school diploma or GED.
• 2-3 years of experience working in the Valmark environment or 7-10 years of related industry experience.
• Holds or actively working towards obtaining Life Insurance Producer License, FLMI, ALMI, and/or ACS designation, Series 6, 26, or 63 licenses.

Preferred Education And Experience

• Associates or Bachelor’s degree.

Compensation

• Total Compensation of $65,000-$80,000 includes base + bonus

PHYSICAL DEMANDS

• This is a largely sedentary role

POSITION TYPE AND EXPECTED HOURS OF WORK

• Days and typical hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m.
• Some flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status.
• Overtime may be required based on business needs.
• Up to 2 days WFH per week, per policy

Valmark reserves the right to modify, interpret, or apply this job description in any way the Company desires. This job description in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.