New Business Specialist
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Location: Remote
Compensation: To Be Discussed
Reviewed: Thu, Oct 29, 2026
This job expires in: 27 days
Job Summary
Processing life and annuity applications, the full-time New Business Specialist will ensure effective case management to minimize turnaround time and maximize customer satisfaction while working remotely.
Key responsibilities
- Review confidential documents for accuracy and completeness, and order medical records to facilitate case completion
- Input data for new business applications and track their progress, ensuring compliance with technical, legal, and underwriting guidelines
- Generate reports and correspondence for additional information and handle customer inquiries from agents and members
Required qualifications
- 1-2 years of experience in a process-oriented customer service role
- High school diploma or equivalent, with some college coursework preferred
- Strong computer and data entry skills
- Proficiency in MS Office software
- Experience with internet-based systems
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