New Business Professional II

Why AAA Life

AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them – and their families – when we're needed most.  By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us.   We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.

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.

Note: Must be willing and able to work 9:30am to 6:00pm shift

How You'll Work

Work Solution: Remote

Relocation Eligibility: Not Available

What You'll Do 

• Tasks may include reviewing confidential, sensitive, documents for completion and accuracy, ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions.
• Process and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction.
• Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures.
• Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines.
• Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications.
• Handles customer inquiries to include agents and members.

This role may also:

• Process reinstatements, and conversions.
• Generates reports, correspondence and form letters for additional information, document files and follows ups.
• Reviews and processes new applications for life insurance and annuity products.
• Handles customer inquiries to include agents and members.

Qualifications

• 1 -2 years' experience in process-oriented customer service role.
• High School diploma or equivalent and some college level coursework required.
• Strong Computer and Data Entry skills
• Proficient with MS Office software
• Experienced with internet-based systems.

Preferred Qualifications

• 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.

While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate.  Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.

This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements.  Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements.

We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.