New Business Representative I

SUMMARY:

Works closely with agents to process client applications for our life insurance/annuity products.

DUTIES AND RESPONSIBILITIES:

• Process New Business applications using multiple systems and respond to inquiries around pending applications in a prompt fashion.
• Reviews applications for completeness.
• Contact agents and applicants to clarify information.
• Process applications and corresponding paperwork and document and outstanding requirements.
• Proactively monitor pending cases for receipt of requirements in order to promptly process requests or issue policies.
• Maintain minimum individual quality and productivity metrics.
• Provides administrative support related function to the processing team.
• Process a variety of tasks, high volumes of work, and inbound phone calls in a fastpaced, timesensitive environment.
• Support other areas within New Business when volume and capacity allow.
• Participate in ongoing training and development to maintain knowledge of New Business, system enhancements, and professional skills.
• Exhibit professional behavior that reflects being part of the total company team by demonstrating a positive attitude, setting aside distractions and personal bias, and holding self and others accountable for department and company goals.
• Participates as a fully functioning team member by learning and performing all team processes.
• Works with supervision and direction through the processing of annuity applications from application entry through mailing.
• Establish professional working relationships with agents and/or policy holders.
• Corresponding with clients and agents to inform them of policy status or changes as well as processing and submitting required government forms.
• Responsible for keeping clients and policy records organized and maintained.
• Maintaining proper legal status and regulatory requirements for each application processed and completed.
• Gains or has attained full proficiency in a specific area of discipline.
• Works under moderate supervision.
• Properly adheres to company risk management principles:
• Adhering and supporting GBU’s Enterprise Risk Management Framework.
• Understanding and complying with applicable laws, regulations, policies and procedures; completing all required training; executing and monitoring controls effectively (as applicable); appropriately identifying, assessing, escalating and remediating risks, potential issues and control failures (as applicable); and reporting compliance or regulatory concerns to management.
• Understanding and conducting oneself in accordance with the Employee Handbook and preserving GBU’s brand and reputation.
• Performs other related duties as assigned by management.

QUALIFICATIONS:

• High school diploma or equivalent.
• Typically requires a minimum of one (1) year related experience.
• Must successfully complete Annuity Concepts training/testing within 12 months of employment.
• Demonstrated computer skills and decisionmaking skills based in quantitative techniques.
• Bring efficiency through streamlining systems and processes.
• Attention to detail and time management skills.
• Communication skills.
• Strong data entry skills alpha and numeric.
• Demonstrated ability to quickly learn proprietary software, such as LifePro.
• Proficient in the use of Microsoft Office products.
• Preferably, an ideal candidate will also possess:
• Minimum of one (1) year in insurance industry, preferably in life and annuity division.
• Holds a state issued license or has a professional designation/certification from LOMA or other institution.
• Life or annuity sales/service experience.

OUR BENEFITS:

• Medical, Dental Vision
• Company paid HRA
• 401(k) match
• Pension Plan
• LongTerm & ShortTerm Disability
• Life Insurance & AD&D
• PTO and VTO (Volunteer Time Off)

ABOUT US:

GBU Financial Life (GBU) is a member-owned, not-for-profit fraternal benefit society founded in Pittsburgh in 1892. Formed to provide financial security and benefits to its members, GBU is non-denominational and has grown to be a profitable life and annuity insurer with over $4 billion in assets. As Pennsylvania’s largest fraternal, and the nation’s fifth, GBU serves more than 60,000 members across the country with a 49-state sales and marketing footprint which will continue to grow until we are a nationwide provider. GBU partners with a network of 2,000 agents to market and distribute a variety of life insurance and retirement products, including term life, permanent life, and fixed annuities.

GBU stays true to its fraternal roots, commitment, and mission by serving as an active supporter and contributor to well-known charities such as American Cancer Society, American Red Cross, and military-focused initiatives, among others. We are also heavily involved in sponsoring various programs such as scholarships, grants, and other fraternal programs for our members. Giving back to the community and integrating the membership into service-oriented activities is an important part of GBU’s fabric and culture.

GBU’s office and main operations are based in Pittsburgh, Pennsylvania. We employ a staff of around 125 loyal, tenured employees. GBU is financially strong and earned an “A-” A.M. Best rating due to our thoughtful investment and long-term financial growth approach. Controlled growth and long-term financial management and investing are core to the company’s success in achieving the strong financial position we have today.

About GBU Life

GBU Financial Life is a member-owned, not-for-profit fraternal benefit society founded in Pittsburgh in 1892. Formed to provide financial security and benefits to its members. As Pennsylvania’s largest fraternal, and the nation’s sixth, GBU serves more than 60,000 members across the country with a 49-state sales and marketing footprint which will continue to grow until we are a nationwide provider. GBU partners with a network of 2,000 agents to market and distribute a variety of life insurance and retirement products, including term life, permanent life, and fixed annuities. GBU stays true to its fraternal roots, commitment, and mission by serving as an active supporter and contributor to well-known charities such as American Cancer Society, American Red Cross, and military-focused initiatives, among others. Giving back to the community and integrating the membership into service-oriented activities is an important part of GBU’s fabric and culture.