New Business Specialist - Remote

At American Income Life, we are committed to empowering our employees with the support and opportunities they need to succeed at every stage of their career. We take pride in fostering a caring and innovative culture that enables us to collectively grow and overcome challenges in a connected, collaborative, and mutually respectful environment that calls us to Make Tomorrow Better.

Role Overview:

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, including the addition of benefits and processing conversions. Additionally, the New Business Specialist will verify policy information and execute underwriting instructions, as well as handle, reissue, and reopen 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. Be able to 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.
• Requests 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• Reopen incomplete, withdrawn, not taken out, or declined applications.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.

What You Can Bring:

• 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.

How American Income Life Will Support You:

Looking to continue your career in an environment that values your contribution and invests in your growth? We've curated a benefits package that helps to ensure that you don’t just work, but thrive at American Income Life:

• Comprehensive health, dental, and vision insurance plans because we believe that taking care of your well-being is fundamental to your performance.
• Robust life insurance benefits and retirement plans, including a pension plan.
• Wellness club reimbursements and gym discounts to help you stay on top of your health.
• Paid holidays and time off to support a healthy work-life balance.
• Development training programs to enhance your skills and career progression and unlock your full potential.

Opportunity awaits! Invest in your professional legacy, realize your path, and see the direct impact you can make in a workplace that celebrates and harnesses your unique talents and perspectives to their fullest potential. At American Income Life, your voice matters.

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