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SILAC Insurance Company · 3 days ago

New Business Specialist

Salt Lake City,UT,US

Full-time

Onsite

New Grad, Entry Level

$21.75/hr - $21.75/hr

SILAC Insurance Company is one of the fastest-growing insurance companies in the nation, offering industry-leading annuity products. The New Business Specialist will process Annuity applications and provide personalized service to sales agents and business partners, ensuring compliance and building strong relationships through effective communication.

Financial ServicesInsuranceLife Insurance

Responsibilities

Reviews and analyze new business applications to ensure the correct documents are prepared, content is complete and accurate and that all required accompanying documents have been submitted and are ready for processing

Performs suitability reviews of incoming applications and reaches out to leaders for secondary review as needed

Reviews and analyzes corrected documents received for pending applications

Acts as a subject matter expert for new business forms, processing guidelines and procedures

Builds strong, long-lasting relationships with agents, IMOs and distribution partners through pro-active communication regarding new business practices and application processing status, and prompt resolution of processing issues, outstanding requirements, and/or exception processing

Maintains accurate records in associated systems

Completes processing tasks relating to Annuity New Business from application entry through approval

Researches and resolves issues that arise in the application process, including identifying and obtaining missing information or required documents, and is primary contact for agents, IMOs and other distribution partners regarding the status of application processing

Assists sales agents and business partners via telephone support using patience, empathy, and listening skills to handle requests, product questions and guidance, explain misunderstandings, complaints, and complex problems; and to reinforce personalized customer relationships

Investigates and resolves issues related to application processing, funds transfers between carriers and suitability concerns

Keeps up to date with changes and enhance knowledge to accurately respond to inquiries of varying complexity

Report to and perform other work or projects as directed by the New Business Operations Manager