New Business Case Coordinator/Insurance Application Specialist

1-2 years in a processing role, meeting daily production goals and quality metrics
Ability to grasp new concepts quickly
Self-starter with a high level of motivation
Dependable and coachable with a positive, can-do attitude
Comfortable working in a fast-paced environment
Takes ownership, drives a sense of urgency, and is highly detail-oriented
Good problem-solving and analytical skills, with a familiarity with basic math
Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff
Good customer service skills, with the ability to work with different personality types and styles, in person or by phone
Excellent written and oral communication skills (in person, email, and telephone)
Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute

Analyze and process incoming life insurance applications, ensuring accuracy and completeness
Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information
Enter data into proprietary home office systems
Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems
Calculate recognition points earned from life insurance applications