Insurance New Business Specialist
3 weeks ago
Do you enjoy streamlining, driving, and implementing processes and procedures? Do you get energized working in a fast-paced, structured environment? Do others describe you as proactive, thorough, and driven to be accurate? If so, then this might be the opportunity for you
Valmark Financial Group is looking for a candidate that possess these skills to join our team as a New Business Specialist on our Life Insurance New Business Team.
COME JOIN OUR TEAM
At Valmark, people are the most critical component of our long-term success and fittingly the number one reason why our employees say they love working here. Employees encourage each other to succeed and have a true desire to help our advisors and clients, defining the Golden Rule that is the very essence of our culture. We also invest in our people and challenge them to reach new goals with professional development opportunities, while allowing the flexibility of a work-life balance. Our entrepreneurial spirit fosters new ideas and ways of thinking that makes working here interesting and exciting while our management team is collaborative and transparent with a clear vision for long-term success. These things combined have made Valmark a place to find a rewarding and fulfilling career and earned us the distinction of Top Workplaces in Northeast Ohio every year since 2020
See What Employees Say
JOB SUMMARY
The New Business Specialist actively manages and facilitates the smooth and efficient processing of life insurance applications through the new business and underwriting process at Valmark’s insurance company partners. The New Business Specialist provides world class customer service by acting as an advocate on behalf of Valmark’s clients to achieve timely processing of their life insurance cases and favorable underwriting and new business outcomes.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Manage life insurance cases throughout the entire span of the application process, including reviewing applications for completeness and accuracy, providing timely communication updates, navigating and resolving issues, completing quality reviews, and acting as a liaison between our clients and the insurance companies.
- Actively build mutually beneficial relationships with Valmark’s clients, internal team members, and insurance company contacts.
- Provide high-quality customer service by investigating and resolving issues and negotiating creative solutions agreeable to all parties.
- Develop a good understanding of life insurance companies’ processes and underwriting guidelines, with the goal of being viewed by our clients asanew business expert.
- Advocate on behalf of our clients with the insurance companies in a manner that is consumer and sales friendly to achieve the most favorable underwriting and new business outcome.
- Skillfully promote pre-determined initiatives to increase usage, adoption, and awareness.
- Develop a strong understanding of Valmark systems and resources.
- Assist with projects that provide value to Life Insurance New Business Team.
CORE COMPETENCIES
- Ability to build and develop lasting relationships to provide high-level customer services.
- Strong verbal and written communication skills.
- Highly detailed oriented and strong organization skills.
- Ability and high capacity to learn multiple areas of discipline.
- Strong analytical and problem-solving skills.
- Maturity to deal with high-net-worth clients.
- Positively and effectively deal with change.
- Friendly, cheerful personality.
REQUIRED EDUCATION AND EXPERIENCE
- High school diploma or GED
- Windows-based software experience
PREFERRED EDUCATION AND EXPERIENCE
- Experience in the Financial Services or related industry
- Associate’s or Bachelor’s degree
- Life & Health Insurance License
- FINRA Series 6 & 63 Securities Licenses
PHYSICAL DEMANDS
This is a largely sedentary role. It may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.
POSITION TYPE AND EXPECTED HOURS OF WORK
Days and typical hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. Some flexibility in working hours is allowed, but the employee must work 40 hours each week to maintain full-time status. Overtime may be required based on business needs.\#LI-HP1 \#LI-Hybrid
-
Business Integration Specialist
2 weeks ago
St Paul, United States NCCO Full timeJob Title Business Integration Specialist Department Information Technology Location 899 Montreal Circle, St. Paul, MN 55102 Reports to Director of IT Schedule 40 hours per week, Mon-Fri, as arranged with Manager; hybrid schedule Position Summary NCCO is looking for an individual to take responsibility for the various data interchange processes we have...
-
Business Integration Specialist
2 weeks ago
St Paul, United States NCCO Full timeJob Title Business Integration SpecialistDepartment Information TechnologyLocation 899 Montreal Circle, St. Paul, MN 55102Reports to Director of...
-
Business Integration Specialist
4 weeks ago
St Paul, United States NCCO Full timeJob Title Business Integration SpecialistDepartment Information TechnologyLocation 899 Montreal Circle, St. Paul, MN 55102Reports to Director of...
-
Insurance Sales Specialist Trainee
1 week ago
Saint Paul, United States District Office of Farmers Insurance Full timeJob DescriptionJob DescriptionDon't stay stuck in the same place, continue to grow with us!District Office of Farmers Insurance in Burnsville, MN is looking for a dedicated, driven individual to join our growing team as a Full-Time Insurance Sales Representative Trainee . If you are determined and have amazing relationship-building skills, then this is...
-
Loss Control Specialist
1 day ago
St Paul, United States EMC Insurance Full timeAt EMC, you'll put your skills to good use as an important member of our team. You can count on gaining valuable experience while contributing to the company's success. EMC strives to hire and retain the best people by engaging, developing and rewarding employees. This position is required to reside or be willing to relocate to Minnesota Essential Functions:...
-
Case Design Specialist
6 days ago
St Louis Park, United States Alliant Insurance Services Full timeCase Design Specialist Arkansas, USA * Florida, USA * Kansas, USA * Minnesota, USA * Missouri, USA * Nebraska, USA * Texas, USA * Virtual Req #1509 Friday, April 12, 2024 Alliant Insurance is hiring a Remote Insurance Case Design Specialist (Also known as a Business Development Specialist or Design Analyst) for our ASA Group office based out of Little Rock,...
-
Insurance Service Specialist
1 day ago
St Louis, Missouri, United States AAA Missouri, AAA Careers Full timeInsurance Service SpecialistThe Auto Club is seeking a goal oriented, customer service professional to provide insurance service and clerical support to the Auto Club's Insurance Agents and Members in our Branch Offices.This position performs a variety of routine and advanced duties in support of growth, service goals and profitability for Field Sales within...
-
Insurance Service Specialist
6 hours ago
St Louis, United States American Automobile Association Full timeInsurance Service Specialist The Auto Club is seeking a goal oriented, customer service professional to provide insurance service and clerical support to the Auto Club's Insurance Agents and Members in our Branch Offices. This position performs a variety of routine and advanced duties in support of growth, service goals and profitability for Field Sales...
-
Consumer Loan Sales Specialist
3 weeks ago
St Paul, United States OneMain Financial Full timeAt OneMain, Consumer Loan Sales Specialists empower customers listening to their needs and providing access to friendly, fast, and affordable financing for lifes expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch...
-
Marketing Specialist
1 week ago
St Albans, United States Equifax Full timeEquifax is looking for a creative, multi-talented Marketing Specialist to join our Automotive and Insurance Marketing team. This role is responsible for developing end-to-end integrated marketing campaigns to increase awareness, engagement and retention of our products and services to the auto and insurance industries. The Marketing Specialist successfully...
-
Insurance Agent
1 month ago
St. George, United States Farmers Insurance Southern Utah Full timeDon't stay stuck in the same place, continue to grow with us!Farmers Insurance Southern Utah, is looking for a dedicated, driven individual to join our growing team as an Agency Owner. If you are determined and have amazing relationship-building skills, then this is your opportunity for a rewarding career with excellent income and growth potential. As an...
-
Insurance Analyst
2 days ago
St Paul, United States Jones Lang Lasalle Full timeDescription: JLL is seeking an Insurance Analyst for its Escrow Operations group. This individual will be responsible for ensuring all loans are compliant with the applicable Lender's insurance requirements. The Analyst will work individually and with all levels of staff and must interact effectively with internal and external parties. The Analyst must...
-
Insurance Analyst
12 hours ago
St. Paul, United States JLL Full timeDescription: JLL is seeking an Insurance Analyst for its Escrow Operations group. This individual will be responsible for ensuring all loans are compliant with the applicable Lender's insurance requirements. The Analyst will work individually and with all levels of staff and must interact effectively with internal and external parties. The Analyst must...
-
Insurance Sales Associate
24 hours ago
St Louis, Missouri, United States Comparion Insurance Agency Full timePay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...
-
Insurance Sales Representative
10 hours ago
Saint Paul, United States Farmers Insurance - Team Twin Cities Full timeJob DescriptionJob DescriptionFarmers Insurance Team Twin Cities (District 02 - Nicholas Hansel) is hiring Insurance Sales Representatives to join our growing team!Our District Office supports 65 agents throughout Minnesota--We would like for you to join us! We are Team Twin Cities and we're up to big things! We provide Auto, Home, Business, and Life...
-
Insurance Review Specialist
3 weeks ago
St John, United States Community Foundation of Northwest Indiana Full timePosition: Insurance Review Specialist Location: St. John Outpatient Center, St. John, IN 46373 Job Summary: Under the insurance review team's supervision, the Insurance Review Specialist will interact daily with patients, insurance carriers, and system staff members to ensure claims are submitted and accepted in a timely manner. Insurance Review Specialists...
-
Bilingual Insurance Agent
3 weeks ago
St. Petersburg, United States Kin Insurance Full timeKin is on a mission to change home insurance from what it is to what it should be. Whether were leveraging data to create customizable coverage or providing claims service that goes above and beyond expectations, our members are at the heart of everything we do. In the face of ever-growing climate risk, they deserve an insurance company that cares about...
-
Patient Service Specialist
2 days ago
St Paul, United States SELECT EMPLOYMENT SERVICES INC Full timePatient Service Specialist Job ID: 285691 Location: US-MN-St Paul Experience (Years): 0 Category: Administrative - Administrative Services Street Address: 1385 Phalen Boulevard Company: NovaCare Rehabilitation Position Type: Full Time Overview Patient Service Specialist St. Paul, MN Full Time Job Description When patients enter our center in St. Paul, we...
-
Patient Service Specialist
5 hours ago
St. Paul, United States NovaCare Rehabilitation Full timePatient Service Specialist Job ID 289186 Location US-MN-St Paul Experience (Years) 0 Category Administrative - Administrative Services Street Address 1385 Phalen Boulevard Company NovaCare Rehabilitation Position Type Full Time Overview Patient Service SpecialistSt. Paul, MNFull Time Job Description When patients...
-
Patient Service Specialist
5 hours ago
St. Paul, United States NovaCare Rehabilitation Full timePatient Service Specialist Job ID 290522 Location US-MN-St Paul Experience (Years) 0 Category Administrative - Administrative Services Street Address 1385 Phalen Boulevard Company NovaCare Rehabilitation Position Type Part Time Overview Patient Service SpecialistSt. Paul, MNPart Time Job Description When patients...