Ascensus · 15 hours ago
New Business Analyst, Newport
Ascensus is a company that helps employers offer their associates a more secure financial future through various financial services. The New Business Analyst will manage the placement process for nonqualified benefit plans, working with internal teams, insurance companies, and clients to ensure timely and efficient insurance implementation.
ConsultingRetirementTraining
Responsibilities
Develop and maintain strong professional relationship with carrier contacts
Solve routine problems independently
Negotiate with insurance carriers on substandard cases or declines to resolve problems and issues to facilitate a favorable outcome for client
Determine correct consent forms, carrier master or individual applications, carrier supplemental forms and other miscellaneous forms and age requirements based on the case parameters
Responsible for managing multiple cases while simultaneously meeting deadlines
Communicate case requirements/processes to internal and external stakeholders and maintain efficient processes and procedures required to meet client expectations
Proactively communicate status updates and manage project for successful client implementation of insurance
Review the efficiency of the new business placement process and proactively make suggestions to enhance efficiencies
Qualification
Required
A bachelor's degree in a business-related field (OR a combination of education and industry experience)
Experience in a project management, account / relationship management, or other similar job role requiring management of tasks and deliverables
Solid written and oral communication skills
Proficiency using Excel, Word, Outlook, and Adobe
Strong analytical, problem solving, and organizational skills
A track record of consistently meeting and/or exceeding performance expectations
The ability to work under pressure in a fast-paced environment
Excellent organizational skills and the ability to process and retain large volumes of information
Preferred
Experience with case implementation, life underwriting, life insurance or project management
The ability to read and locate information on financial statements and insurance illustrations
Company
Ascensus
Ascensus delivers high-quality solutions for every segment of the retirement plan marketplace.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2021-04-26Acquired
2019-02-19Secondary Market
Recent News
2026-01-20
2026-01-16
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