New Business Senior Specialist

The New Business Senior Specialist works collaboratively with team members, as well as independently, to accomplish their daily responsibilities, with the ultimate goal of providing excellent customer service. The New Business Senior Specialist coordinates all steps required to process incoming applications and issues life insurance policies, as well as provides assistance in resolving outstanding issues which may prevent policy issuance. This individual acts as primary contact for agents, independent marketing organizations and internal and external business partners. The New Business Senior Specialist will also handle escalated inquiries that are more intricate, time-sensitive and complex and will assist in the training of new team members. Essential Duties and Responsibilities: Provides technical knowledge to the team and handles some complex and escalated issues independently and/or with guidance from the department supervisor/manager. Performs quality analysis and reviews on completed work products of team members to ensure high quality customer service, compliance with applicable regulations and consistent and accurate application of procedures throughout the team. Identifies computer system deficiencies and works with department manager in preparing requests for programming updates and modifications. Participates in the testing of new enhancements to administration systems and works with IT to correct any errors. Performs continual analysis of workflows and procedures. Proposes and supports projects that will advance the knowledge and enhance work procedures of the department. Escalates issues to management and assists with solving issues that are without procedures or precedent. Documents and revises procedures as needed. Reviews and interprets all paperwork and exercises good judgement and decision making for requesting exceptions. Follows through with solid communication to other departments regarding exceptions or changes in procedures. Trains new staff on EquiTrust's processes, procedures and state regulations. Leads by example and provide a positive influence within the department. Enters new applications and verifies data according to Equitrust policy and guidelines. Prepares transfers and letters of acceptance by selecting the proper line of business according to customer requests. Communicates with agents to satisfy new business requirements. Completes follow up with resigning custodians on pending income transfers. Verifies money received and issues contracts and processes withdraw applications. Prepares illustrations of policy issuance. Requests and records cost basis on non-qualified contracts. Supports the Policy Administration team and other departments on an as needed basis. Willingly takes on additional responsibilities as requested in order to accomplish department and Company objectives. Actively participates and contributes to the goals and objectives of the Company by working collaboratively and fostering a positive and inclusive work environment. Skills and Abilities: Must have good mathematical, analytical, organizational and problem solving skills and attention to detail. Effective communication and presentation skills, both verbal and written. Strong phone presence and skills in handling escalated calls under pressure. Ability to prioritize workflows, establish and meet deadlines and manage multiple concurrent tasks. Ability to work effectively in a variety of situations and respond to change in a positive manner. Strong computer skills and the ability to navigate multiple systems and programs including Microsoft Office, proprietary systems and other technology solutions. Excellent interpersonal skills are required, including a high degree of professionalism. Ability to meet attendance and punctuality standards. Carries out responsibilities in a manner that is consistent with EquiTrust's Core Values and focus on customer service; helps to create an environment of openness and trust for all employees and strives for continued professional skills development. Training or Work Experience: 2 years of experience new business processing required. Minimum 3 years of life insurance and/or annuity experience preferred. Education: High School Diploma or Equivalent required. Working Conditions: On-Site Location:West Des Moines, Iowa. Business Travel:Travel not required/likely. LI-AO1 LI-HYBRID EquiTrust is an Equal Opportunity Employer and participates in the U.S. Federal E-Verify program. Applicants have rights under federal and state employment laws. To learn more, visit https://www.equitrust.com/careers/opportunities/applicant-notices/.