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Life Insurance New Business Specialist
Life Insurance New Business SpecialistVirtualVocations • Santa Clara, California, United States
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Life Insurance New Business Specialist

Life Insurance New Business Specialist

VirtualVocations • Santa Clara, California, United States
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A company is looking for a New Business Specialist - Life.

Key Responsibilities

Resolve open issues related to submitted life insurance applications from entry to coverage placement

Review and audit life insurance applications to ensure completeness before submission to carriers

Maintain application records and proactively communicate with carriers to expedite processes

Required Qualifications

At least 2 years of Life-specific New Business experience in an insurance agency, BGA / IMO, or carrier environment

Experience ensuring applications are processed quickly and are "not-in-good-order" (NIGO) free

Proficiency with CRM software and process management tools

Ability to work independently and manage a high volume of cases

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Life Insurance Specialist • Santa Clara, California, United States

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