AAA Life Insurance Company · 16 hours ago
New Business Professional II
Livonia, MI, US
Full-time
Onsite
Entry Level
1+ years expAAA Life Insurance Company is a respected American brand focusing on Life Insurance and Annuity Products. As a New Business Professional II, you will process life and annuity applications, ensuring effective management to minimize turnaround time and maximize customer satisfaction.
Financial ServicesInsuranceLife Insurance
Responsibilities
Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction
Review confidential, sensitive documents for completion and accuracy; order medical records and move the case to completion
Generate reports, correspondence and form letters for additional information, document files and follow up according to established procedures
Review and process new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines
Refer or consult with Senior New Business Professional or other staff as appropriate on more complex applications
Handle customer inquiries to include agents and members
Handle inbound and outbound phone calls
Process reinstatements and conversions
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 develops 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
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