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Role Description

Could you be our next New Business Specialist? American Income Life is looking for a New Business Specialist to join the team!

In this role, you will be responsible for:

• Reviewing insurance applications and entering pertinent data to create a master record.
• Verifying policy information and executing underwriting instructions.
• Handling, reissuing, and reopening requests on existing policies.

This is a remote / work from home position.

What You Will Do:

• Extract information from application and enter it to create a master record.
• Compare all information entered with application.
• Execute the Underwriter’s instructions.
• Make necessary corrections.
• Utilize the company’s product rate book.
• Add extra mortality ratings assigned by Underwriter.
• Request additional money (COD) if money is insufficient.
• Refund any overages.
• Request amendments and endorsements as required.
• Reissue policies when necessary.
• Reopen incomplete, withdrawn, not taken out, or declined applications.
• Add benefits and/or riders to existing policies.
• Process conversions.
• Answer and place telephone calls.
• Receive and send mail.
• Other duties as required by the department.

Qualifications

• Minimum typing requirement of 30 wpm.
• Must have a High School diploma or equivalent thereof.
• Ability to operate standard office equipment as well as various software packages required by the department.
• Ability to understand and apply a variety of oral and written instructions.
• Proficiency in effectively communicating both in writing and verbally with proper grammar, word usage, punctuation, etc.

Benefits

• Comprehensive health, dental, and vision insurance plans.
• Robust life insurance benefits and retirement plans, including a pension plan.
• Wellness club reimbursements and gym discounts.
• Paid holidays and time off to support a healthy work-life balance.
• Development training programs to enhance your skills and career progression.