New Business Professional

Overview

At AAA Life, we strive to maintain a collaborative work environment with shared responsibilities that puts the member first and provides great service to the AAA club partners.

As a people-centric organization, we focus on the development of all associates and providing opportunities to help them succeed. Here, you will exercise your potential to innovate, finding ways to increase efficiency and enhance our business processes.

Our goal is to develop an environment that attracts, cultivate and inspires excellence so that all of our associates have an exceptional AAA Life experience.

Responsibilities

As a New Business Professional, you will process life and annuity applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction.  This may include reviewing confidential, sensitive, documents for completion and accuracy; ordering medical records and moving the case to completion.

 

Note: Must be willing and able to work 12:30pm to 9:00pm shift

This role may also:

• Process reinstatements, and conversions.
• Generates reports, correspondence and form letters for additional information, document files and follows ups.
• Reviews and processes new applications for life insurance and annuity products.
• Handles customer inquiries to include agents and members.

 

By joining AAA Life, you’ll become a part of an iconic brand built on a solid foundation of trust. As part of AAA, members trust that AAA Life will provide them with exceptional member service and be there for them at the time of a claim. Delivering our company’s promise to members is what drives each of our associates every day.

Qualifications

• 1 -2 years’ experience in process oriented customer service role.
• High School diploma or equivalent and some college level coursework required
• Strong Computer and Data Entry skills
• Proficient with MS Office software
• Experienced with internet based systems

We offer a variety of social programs, flexible work hours and family-friendly benefits to all of our employees. - Pension and Retirement Plans - Medical, Dental and Vision Coverage - Paid Time Off - Paid Parental Leave - Hybrid Work Environment - 401K - Support for Community Involvement We work hard to embrace diversity and inclusion and encourage everyone at AAA Life to bring their authentic selves to work every day.