New Business Professional II

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Quick Summary

Key Responsibilities

Process reinstatements, and conversions. Generates reports, correspondence and form letters for additional information, document files and follows ups.

Requirements Summary

Excellent Verbal and Written Communication skills.

Technical Tools
Other

As a New Business Professional, you will process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction.  This may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion.

 

Responsibilities

~1 min read
  • →Excellent Verbal and Written Communication skills.
  • →Able to review data/documents for accuracy and consistency’ take action to prevent mistakes; follow procedures closely; keep records accurate and up to date.
  • →Able to interpret situations and information objectively when stressed; remain calm and professional in potentially volatile or emotionally charged interactions; maintain high productivity in stressful situations; maintain high performance in the face of setbacks or rejections; view failures objectively and rebound quickly.
  • →Able to demonstrate mastery of the technical/functional skills necessary for performing own job.
  • →Able to gather appropriate data and diagnose the cause of a problem before taking action; separate causes from symptoms; apply lessons learned from others who encountered similar problems or challenges; anticipate problems and develops contingency plans to deal with them; develop and evaluate alternative courses of action.

 

What We Offer

~1 min read
✓A collaborative, energetic work environment where you can put your passion for people to work
✓Medical, Dental, Vision, Life and Disability coverage available day one
✓Pension Plan
✓Performance-based incentive plan
✓401k available with a Company match
✓Holidays and Paid Time Off
✓AAA Basic Membership

Location & Eligibility

Where is the job
Not specified
Location terms not specified

About this job

Posted
8 days ago
Employer
has 16 open jobs on Jobera.

Listing Details

Posted
October 29, 2026
First seen
October 29, 2026
Last seen
November 6, 2026

Posting Health

Days active
7
Repost count
0
Trust Level
32%
Scored at
November 6, 2026

Signal breakdown

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New Business Professional II