Worksite New Business Specialist

Security Financial; Lincoln (NE); Hybrid; USD 55,000 - 75,000; Full time

Job summary

Assurity in Lincoln, NE is seeking a detailed and collaborative Worksite New Business Specialist. This full-time, hybrid position handles 60% underwriting of new business applications, reviewing state regulations, and processing policies with brokers and sales teams.

The role also dedicates 40% to customer service, mail handling, and project work, with an emphasis on accuracy and timely completion. Aassociate degree or equivalent is required, with 2–4 years in related fields.

Qualifications

• Two to four years' experience in business, underwriting, or related field.
• Ability to keyboard 50 words per minute.
• Ability to interact and communicate effectively and professionally with clients and co-workers.
• Proficiency with word processing and spreadsheet software.
• Consistent and reliable attendance is essential.

Responsibilities

• Reviewing and issuing new business accident, critical illness, disability, hospital and life applications.
• Verifying compliance forms, contracting issues, and riders.
• Communicating with brokers and sales via email, phone, and written correspondence.
• Processing policy changes and endorsements; arranging ownership and beneficiaries.
• Working with the Business Transformation team on processing improvements and parameter definitions.
• Providing customer service internally and externally via the department ACD line.
• Hybrid Lincoln-based role with three onsite days and two remote days.

Skills

Time management

Decision making

Attention to detail

Experience in underwriting

Typing speed

Professional communication

MS Word

MS Excel

Attendance reliability

Values and teamwork

Education

Associate degree or equivalent

Tools

Microsoft Word

Microsoft Excel

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Worksite New Business Specialist

Full Time Lincoln, NE, US

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We're a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times - and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

ESSENTIAL FUNCTIONS

60% Review and issue new business accident, critical illness, disability, hospital and life, which includes:

• Coding applications into the administrative system;
• Reviewing applications for accuracy which includes verifying state compliance forms, agent contracting issues are being handled, and benefit information and riders are defined;
• Reviewing applications for completeness by ordering requirements, communicating with brokers and sales via email, phone and written correspondence and documenting status actions and results on cases;
• Researching questions regarding underwriting requirements, state requirements, and guaranteed to issue and simplified parameters;
• Determining eligibility using criteria offered in the company product guide;
• Identifying and reporting MIB codes;
• Verifying policy regulation and compliance with regards to State Regulations and product guidelines;
• Processing policy changes; preparing delivery forms and endorsements; amendments, beneficiary and ownership arrangements, and riders;
• Working with the Business Transformation team to process applications removed from straight thru processing to ensure group parameters are correctly defined and incorrect information is relayed back;
• Continue to identify and relay improvements for electronic processing;
• Issue coverage based on product and underwriting guidelines; and
• Assembling policies and letters for mailing.

40% Performs other functions, which includes:

• Providing customer service internally and externally via the department ACD line;
• Issuing of master policies for group certificates;
• Processing of retuned mail;
• Reviewing lapsed cases for reinstatement;
• Working on division or special projects; and
• Completing other duties as assigned.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Highly organized - time management skills, handle multiple priorities and meet or beat deadlines.
• Ability to make decisions.
• High accuracy and attention to detail.
• Two to four years' experience in business, underwriting, or related field.
• Ability to keyboard 50 words per minute required.
• Ability to interact and communicate effectively and professionally with clients and co-workers required.
• Proficiency with word processing and spreadsheet software required.
• Consistent and reliable attendance Is an essential function of this position.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness .

EDUCATION AND CERTIFICATION REQUIREMENTS

• Associate degree, trade school certification or equivalent in related field required.

PHYSICAL AND WORK SCHEDULE REQUIREMENTS

• May require work in excess of 40 hours per week in order to complete functions of position.
• Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired.