Oversee and coordinate New Business system projects, including test planning, regression testing, product enhancements, system upgrades, and Global 360 correspondence changes. Serve as liaison between IT and New Business, improve processes, and resolve system issues. Process and issue new business applications, review underwriting requirements, communicate with agents, and prepare policy documentation. Requires strong analytical, communication, decision-making, organizational, and problem-solving skills.
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
80% Oversee and coordinate all system related projects, creates test plans and performs testing for New Business and Case Specialists, which includes:
- Complete and thorough understanding of LifePRO administrative system as it relates to case submission to issuing.
- Complete and thorough understanding and responsibility for Straight-through processing testing.
- Creating test plans to ensure high quality and rapid regression testing.
- LifePRO new product and current product enhancement testing.
- All systems upgrade testing.
- Acts as a liaison between IT and New Business for system and processing related issues.
- Attending meetings as a representative of New Business and Case Specialist.
- Identifying and creating new letters, policy pages, agent correspondence and forms.
- Reviews and make necessary updates to current Global 360 letters, agent correspondence and forms.
- Performs Global 360 testing and implementation of changes to Global 360 letters, agent correspondence and forms.
- Identifying and assisting with implementation of process improvement changes.
- Communicating correspondence changes to New Business and Case Specialists associates; and
- Challenging existing processes and assumptions to design simpler, more effective solutions and improve end-to-end outcomes.
15% Process and issue new business applications which includes:
- Ordering MIB and prescription drug reports based on underwriting and product guidelines.
- Obtaining and reviewing underwriting requirements for issue cases.
- Communicating with agents on outstanding requirements.
- Approving non-medical/simplified cases; and
- Issuing policies, which includes preparing delivery forms, endorsements, amendments, beneficiary and ownership arrangements, and riders.
- Assisting with special projects and other related duties as requested.
- Serving on department and/or company teams as requested; and
- Assisting with and participating in team functions and events.
The list of essential functions is not exhaustive and may be substituted as necessary.
EXPERIENCE AND SKILL REQUIREMENTS
- Four to six years’ experience in business or related field required.
- Professional oral and written communication skills required.
- Decision-making ability required.
- Strong analytical, critical thinking and problem-solving skills, with the ability to evaluate options and recommend solutions.
- Word processing and spreadsheet software proficiency required.
- Ability to independently prioritize work, manage competing responsibilities, and meet deadlines.
- Attention to detail.
- Ability to work independently.
- Ability to type 50 words per minute is required.
- Consistent and reliable attendance is an essential function to this position.
- Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship-extension, and exactness.
EDUCATION AND CERTIFICATION REQUIREMENTS
- Associate degree, trade school certification or equivalent in related field required.
PHYSICAL AND WORK SCHEDULE REQUIREMENTS
- May require work more than 40 hours a week in order to complete functions of position.
- Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired
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