Job description
Overview:
The New Business Support Specialist has an integral role on the team in driving business and contributing to the strategic growth of our Life Insurance business at AAA Northeast. The Support Specialist provides support to a team of Life Specialists; ensuring accuracy and completion of new policies, gathering necessary documents, and tracking of policy status and production. Our team enjoys fantastic benefits: best-in-class health plans, company matching 401(k), free AAA membership, vacation, holiday and sick pay, competitive salary, incentives and MORE! Responsibilities:
AAA Northeast is driven by the diverse talents, skills, passions and expertise of our team. We’re continuously expanding and redefining our innovative products and services to create the best experiences for our members. As we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
The New Business Support Specialist has an integral role on the team in driving business and contributing to the strategic growth of our Life Insurance business at AAA Northeast. The Support Specialist provides support to a team of Life Specialists; ensuring accuracy and completion of new policies, gathering necessary documents, and tracking of policy status and production. Our team enjoys fantastic benefits: best-in-class health plans, company matching 401(k), free AAA membership, vacation, holiday and sick pay, competitive salary, incentives and MORE!
- Review and process life insurance and annuity applications, responsible for ensuring applications meet technical, legal and underwriting guidelines
- Gather required documents such as policies, physician statements, and related policy information, respond to questions, and verify data regarding policy status
- Compile and analyze data from multiple sources to determine policy status, provisions, and identify incomplete or missing data. Prepare reports, spreadsheets, and correspondence
- Ensure case management efforts assist in resolving policy questions and issues quickly and work toward attaining department and individual sales goals
- Complete production activity reports, regular reporting of business and performance trends
- Continually monitor workflows and recommend changes to improve efficiency
- Prepare and deliver promotional support, training, and sales results materials for meetings and coaching
- Provide support in all areas of the business, as needed, to achieve production goals
- High School diploma
- 1+years of Life sales, underwriting, and/or new business experience
- Ability to perform basic mathematical calculations (adding, subtracting, multiplying, dividing, percentages)
- Strong technical proficiency, Microsoft Office savvy
- Effectively communicate with others, inside and outside the company, with the ability to respond to questions providing excellent customer service
- Must reside within the AAA Northeast footprint (RI, MA, CT, NJ, NY, NH)
Salary Range: $48,880 - $55,640
AAA Northeast is driven by the diverse talents, skills, passions and expertise of our team. We’re continuously expanding and redefining our innovative products and services to create the best experiences for our members. As we continue to grow, our mission remains the same: helping and serving is a way of life. It’s why we’ve earned the trust of millions, and why AAA Northeast has remained a resilient and reliable brand for over a century.
arclintfl.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, arclintfl.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, arclintfl.com is the ideal place to find your next job.