What are the responsibilities and job description for the Business Process Analyst position at Barnum Financial Group?
Job Description
This role plays a critical part in enhancing the effectiveness of our business processes within the organization. As a key member of our team, you will be responsible for evaluating and improving new business applications, identifying areas for enhancement, and recommending process improvements to optimize efficiency and customer experience.
The ideal candidate will possess strong analytical skills, industry knowledge, and the ability to collaborate with cross-functional teams. If you are a detail-oriented professional with excellent communication skills, we encourage you to apply for this exciting opportunity.
- Process new business applications in an organized and timely manner.
- Order medical examinations and medical records for clients when necessary.
- Solve issues or concerns related to applications or processes to improve overall efficiency.
- Upload client data into systems (Smart Office, Carrier Websites) to ensure accurate and up-to-date information.
- Clearly communicate application, underwriting, case status, and delivery processes to all carriers on our platform.
- Communicate accurate case and status information in a timely manner to the sales team to inform underwriting decisions.
- Review carrier websites and verify case details.
- Attend training sessions from carriers and/or IMO and provide updates to the team.
- Provide training to newly hired new business team members.
- Understand internal resources and know when to involve them in operating procedures (contracting, commissions, sales).
