1 Operations - New Business Specialist Job in Bozeman, MT

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Operations - New Business Specialist

WealthVest

Bozeman, MT | Full Time

$45k-54k (estimate)

4 Months Ago

Operations - New Business Specialist

WealthVest Bozeman, MT

$45k-54k (estimate)

Full Time 4 Months Ago

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WealthVest is Hiring an Operations - New Business Specialist Near Bozeman, MT

Operations ‐ New Business SpecialistOperations department team members work in a high-energy, fast-paced environment providing efficient, accurate and professional support and service to our wholesalers, agents, carriers, other partners and coworkers. The environment we operate in requires every member of our team to be problem-solvers, finding solutions when those solutions may not be easy to see. It also requires each team member to learn andgrow, to help your co-workers learn and grow and to continually refine our systems and processes to make our department more efficient and effective. We pride ourselves on not only thinking on behalf of ourselves and WealthVest, but for our customers and carriers. Our team focuses on and communicates what can happen versus what can’t happen. These standards are critical to achieving our individual, team and organizational goals to deliver best-in-class service.Job Purpose/Role:
This position is responsible for executing all phases of case management from application review to issuance and payment of policies. New Business Specialists will work with supervisor and co-workers to define, refine and improve the new business process and procedures documenting all changes. The position may also have the opportunity to assist or lead special projects. New Business Specialists work closely with a team of people, including WealthVest’s Operations team, Internal and External Wholesalers, Accounting team, IT team, Marketing team as well as carrier representatives.Key Requirements, Skills & Experience

Problem solving and decision-making ability
Proactive and adaptable to new/unforeseen situations
Motivated with strong work ethic and positive attitude
Strong verbal/written communication and interpersonal skills; strong attention to detail and a high degree of professionalism
Ability to work in a fast-paced environment and manage several tasks simultaneously within deadlines; ability to work independently as well as with a team
High school diploma (or equivalency) required; college degree preferred
2 years of customer service, operations or equivalent experience required; 1 years working with Annuities and/or Life Insurance background preferred
Strong working knowledge of PCs, Microsoft Office products (Word, Excel, Outlook) and above average typing skills