Worksite New Business Specialist

Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more: www.assurity.com/careers

60%  Review and issue new business accident, critical illness, disability, hospital and life, which includes: 

• Coding applications into the administrative system;
• Reviewing applications for accuracy which includes verifying state compliance forms, agent contracting issues are being handled, and benefit information and riders are defined;
• Reviewing applications for completeness by ordering requirements, communicating with brokers and sales via email, phone and written correspondence and documenting status actions and results on cases;
• Researching questions regarding underwriting requirements, state requirements, and guaranteed to issue and simplified parameters;
• Determining eligibility using criteria offered in the company product guide;
• Identifying and reporting MIB codes;
• Verifying policy regulation and compliance with regards to State Regulations and product guidelines;
• Processing policy changes; preparing delivery forms and endorsements; amendments, beneficiary and ownership arrangements, and riders; 
• Working with the Business Transformation team to process applications removed from straight thru processing to ensure group parameters are correctly defined and incorrect information is relayed back;
• Continue to identify and relay improvements for electronic processing; 
• Issue coverage based on product and underwriting guidelines; and
• Assembling policies and letters for mailing.

40%  Performs other functions, which includes:

• Providing customer service internally and externally via the department ACD line;
• Issuing of master policies for group certificates; 
• Processing of retuned mail;
• Reviewing lapsed cases for reinstatement;
• Working on division or special projects; and
• Completing other duties as assigned.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

• Highly organized – time management skills, handle multiple priorities and meet or beat deadlines.
• Ability to make decisions.
• High accuracy and attention to detail.
• Two to four years’ experience in business, underwriting, or related field.
• Ability to keyboard 50 words per minute required.
• Ability to interact and communicate effectively and professionally with clients and co-workers required.
• Proficiency with word processing and spreadsheet software required.
• Consistent and reliable attendance Is an essential function of this position.
• Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship, and exactness.

EDUCATION AND CERTIFICATION REQUIREMENTS

PHYSICAL AND WORK SCHEDULE REQUIREMENTS