AAA Life is hiring a New Business Professional to process and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction.

• Tasks may include reviewing confidential, sensitive, documents for completion and accuracy, ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions.
• Process and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction.
• Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures.
• Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines.
• Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications.
• Handles customer inquiries to include agents and members.

• 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.

What We Offer:

• 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

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