New Business Specialist

. Process a minimum of 200 routine and moderately complex life insurance and annuity applications per week .

Posted 9/25/2026full-timeRemote • Wisconsin • United StatesMid-LevelSeniorWebsite

Key responsibilities & impact

Process a minimum of 200 routine and moderately complex life insurance and annuity applications per week
Review, process, audit and issue applications according to state and company requirements and guidelines
Use various administration systems to process applications
Maintain customer privacy and protect sensitive data
Review, manage and resolve pending policies to completion
Escalate and assist senior team members with complex or unusual cases
Review unclear requests and system errors and escalate appropriately
Document steps taken to solve issues
Identify and recommend process and procedure improvements
Assist in implementing process improvements
Audit newly issued policies against applications and contract pages
Help maintain team standards, goals and turnaround expectations
Process workflow queues and other work according to team standards
Participate in team meetings and team-building activities
Perform other related work as requested or required

What you’ll need

High School or GED
One year of office experience preferred
One year of data entry or insurance administration experience preferred
Organized, analytical and detail oriented
Ability to work under tight deadlines and adjust schedules to meet turnaround standards
Intermediate written and verbal communication skills
Motivated self-starter with a commitment to personal growth
General PC knowledge including Microsoft Office
Ability to maintain customer confidentiality
Ability to work independently and manage time effectively
Ability to work within a team environment
Typing speed of 40 words per minute
Must work 8:30am–5:00pm CST, Monday–Friday
Must be based in Wisconsin

Comp & perks

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
Employee Resource Groups
Professional and personal development opportunities
Flexible work environment with fully remote, hybrid, or onsite options where available
Reasonable accommodations for qualified individuals with disabilities