Worksite New Business Specialist

Assurity; Lincoln (NE); On-site; USD 42,000 - 62,000; Full time

Job summary

Assurity is seeking enthusiastic, driven individuals to join our underwriting team in Lincoln, Nebraska. The role focuses on reviewing and issuing new business across accident, critical illness, disability, hospital and life lines, ensuring accuracy and regulatory compliance.

Responsibilities include coordinating with brokers, processing changes, and assembling policy documents for delivery. Strong organizational skills, attention to detail, and effective communication are essential for success

Qualifications

• Two to four years' experience in business, underwriting, or related field.
• Strong time management and ability to meet deadlines.
• High accuracy and attention to detail.
• Proficiency with word processing and spreadsheet software.

Responsibilities

• Review and issue new business accident, critical illness, disability, hospital and life products including coding applications into the system.
• Verify state compliance forms, agent contracting issues, and benefit information and riders.
• Communicate with brokers and sales via email, phone and written correspondence; document status actions on cases.
• Research underwriting requirements, state requirements, and product guidelines; determine eligibility.
• Assemble policies and letters for mailing; process policy changes, endorsements, and ownership arrangements.
• Provide customer service internally and externally via department channels.
• Review lapsed cases for reinstatement; handle retuned mail; assist with special projects.

Skills

Time management

Decision making

Attention to detail

Professional communication

Typing speed 50 wpm

Client interaction

Education

Associate degree or equivalent

Tools

Word processing

Spreadsheets

Job description

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.