New Business Specialist (Remote - WI only)

This a Full Remote job, the offer is available from: United States, Wisconsin (USA)

We are adding a New Business Specialist to join our team!

Who We Are:

Since 1909, NGL Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.

NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities.

With over 100 years of experience, our passion is to serve people. Learn more. 

Work Environment: NGL offers a flexible work environment where employees can work fully remote, hybrid or onsite at our Madison, Wis. office. We support virtual working arrangements in certain states outside of WI.

A Day in the Life:

The New Business Specialist primarily processes life insurance and annuity applications. Additional responsibilities include effectively review, process, audit and issue life insurance and annuity applications based on state and company requirements and guidelines. New Business Specialists are accountable for accuracy standards, auditing and turnaround standards based on product type. In this role, work is performed under general supervision.

Primary Responsibilities: 

  • Accurately process a minimum of 200 routine and moderately complex life insurance and annuity applications per week.
    • Process the majority of life insurance and annuity applications using various administration systems.
    • Maintain the privacy of customers and protect sensitive data.
    • Review, manage and resolve pending policies to completion.
    • Escalate and assist senior team members in resolving complex or unusual cases.
    • Review unclear requests and system errors and escalate appropriately.
    • Document the steps taken to solve the issue.
  • Identify process improvement opportunities.
    • Recommend improvements to processes and procedures.
    • Assist in implementing process improvements.
  • Accurately audit newly issued policies against the application and contract pages.
  • Help ensure team standards and goals are maintained.
    • Process applications in the workflow queues and other work according to team standards.
    • Assist team members to meet turnaround expectations.
    • Actively participate in team meetings and team building activities.
  • Assist in resolving errors by reviewing and escalating appropriately when needed.
  • Perform other related work as requested or required.

Schedule: This is full-time hourly position with a schedule of 8:30am-5:00pm CST, Monday - Friday.

Essential to Your Success:

  • Organized, analytical and detailed oriented
  • Ability to work under tight deadlines and adjust schedules as needed in order to meet turnaround standards
  • Intermediate communication skills, both written and verbal
  • Motivated "self-starter" with a commitment of personal growth
  • General PC knowledge including Microsoft Office
  • Ability to maintain customer confidence through confidentiality
  • Ability to work independently and manage time effectively
  • Must be able to work within a team environment
  • Typing speed of 40 word per minute

Education Requirements:

  • Minimum: High School or GED

Years of Experience:

  • A minimum of one year of office experience preferred.
  • A minimum of one year of data entry or insurance administration experience preferred.

What We Offer:

At NGL, we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.

Benefits:

  • 20 days of Paid Time Off growing to 25 days after 5 years
  • 11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
  • Health care, dental and vision plans
  • Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account 
  • Annual bonus based on company performance
  • Paid Parental Leave
  • 401(k) match up to 9%
  • Paid Sabbatical after 8 years
  • Paid Volunteer Time
  • Education Assistance Program
  • Employee Recognition Program
  • And much more!

Click here to learn more about our comprehensive Total Rewards program.

NGL is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws.

NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact hrmadison@nglic.com.

This offer from "National Guardian Life Insurance Company" has been enriched by Jobgether.com and got a 0% flex score.
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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...

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