AAA Life Insurance Company · 2 months ago
New Business Professional II
US-MI-Livonia
Full-time
Onsite
Entry Level
1+ years expAAA Life Insurance Company is seeking a New Business Professional to process life and annuity applications, ensuring effective management to minimize turnaround time and maximize customer satisfaction. The role involves reviewing documents, ordering medical records, and handling customer inquiries.
Financial ServicesInsuranceLife Insurance
Responsibilities
Process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction
Reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion
Process reinstatements, and conversions
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
Qualification
Required
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
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 develop contingency plans to deal with them; develop and evaluate alternative courses of action
Benefits
Medical, Dental, Vision, Life and Disability coverage available day one
Pension Plan
Performance-based incentive plan
401k available with a Company match
Holidays and Paid Time Off
AAA Basic Membership
Company
AAA Life Insurance Company
AAA Life Insurance Company is fueled by our mission of providing financial security and peace of mind to AAA members through our life insurance products, delivering on the outstanding customer service that members have come to expect from the AAA brand.
501-1000 employees
H1B Sponsorship
AAA Life Insurance Company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (6)
2024 (7)
2023 (9)
2022 (3)
2021 (1)
2020 (1)
Funding
Current Stage
Late StageLeadership Team
Philip Walker
President & Chief Executive Officer
Betty Schick
Senior Vice President Chief Experience Officer
Recent News
Hindu Business Line
2026-01-06
Hindu Business Line
2025-08-17
Company data provided by crunchbase