New Business Hybrid Representative, Retail

New Business Hybrid Representative (Retail)

About Us:
We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something greater—and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If you enjoy balancing detailed application work with meaningful financial professional interactions and thrive in a fast paced, service driven environment, you’ll feel right at home here!
About the Role:
We’re looking for a New Business Hybrid Representative who brings strong attention to detail, a customer first mindset, and the ability to balance operational work with real time financial professional engagement. In this role, you’ll split your day between processing New Business applications and supporting financial professionals through inbound calls and email requests—providing timely status updates, gathering outstanding requirements, and issuing policies to help move business forward efficiently.
You’ll partner closely with financial professionals, our Sales team, and internal operations teams to ensure applications are complete, compliant, and progressing smoothly through the New Business lifecycle. With extensive training across customer service, products, suitability requirements, and systems, you’ll build the knowledge and confidence needed to support evolving life insurance and annuity products while delivering a responsive, high quality experience that drives results.
What You’ll Do:
Support Financial Professionals & Advance New Business
• Receive and process incoming requests from financial professionals, balancing inbound calls and an email request queue with application processing to provide timely, accurate support
• Deliver clear, courteous, and knowledgeable guidance related to application status, funding, suitability, regulatory requirements, and policy issuance
• Partner directly with financial professionals and internal operations teams to obtain outstanding requirements and keep cases moving forward
• Navigate multiple systems to research case details, document interactions, and support suitability and regulatory requirements while adapting quickly to new tools and process changes
Process & Issue New Business Applications
• Review applications and supporting documents for accuracy, completeness, and required signatures
• Establish and validate application data within administrative systems
• Issue policies and determine appropriate funding setups to support timely contract delivery
Ensure Compliance & Quality
• Monitor applications to ensure compliance with state regulations, internal guidelines, and product requirements
• Verify all required forms and documentation are received prior to policy issuance
• Apply strong attention to detail to minimize rework and maintain high quality outcomes
Communicate Clearly & Professionally
• Create clear, professional correspondence across phone, email, and system based communications
• Proactively identify issues, navigate multiple systems efficiently, and work toward resolution with a service focused mindset
Drive Continuous Improvement & Customer Satisfaction
• Collaborate with teammates to resolve issues and participate in projects that support process improvement
• Identify opportunities for operational enhancements using feedback from financial professionals, distribution partners, Sales, and internal stakeholders
• Review service metrics and feedback to maintain high levels of financial professional satisfaction and performance
Grow Your Skills & Support Team Success
• Participate in ongoing training to stay current on New Business processes, systems, and life insurance and annuity products
• Demonstrate accountability for personal development, openness to coaching, and adaptability to change
• Perform additional duties as needed to support team and organizational goals
What You’ll Bring:
• Experience: 3+ years work experience required; experience in financial services or annuities strongly preferred.
• Education: High school diploma or equivalent required; college degree preferred
Core Competencies:
• Execution Excellence: Balances speed and accuracy while managing a hybrid workload of application processing and financial professional support
• Financial Professional Focus: Delivers a responsive, professional, and service oriented experience that helps financial professionals move business forward
• Communication: Clear, timely, and solution focused across phone, email, and written correspondence
• Attention to Detail: