Life Insurance New Business Specialist I

Summary

Join Fidelity & Guaranty Life Insurance Company (F&G) as a Life New Business Specialist I and serve as a proactive liaison between producers, uplines, and various internal departments to resolve new business and customer service issues related to applications. You will be responsible for processing and managing life insurance applications from submission to issuance, resolving open issues, and achieving performance goals. This role requires 2+ years of experience in the insurance or financial services industry and a preference for an AA or BA degree or relevant experience. Successful completion of LOMA or CLU coursework is preferred. F&G offers an employee-centric flexible work environment with options for in-office, hybrid, and remote work arrangements.

Requirements

Possess 2+ years of experience working in the insurance or financial services industry

Responsibilities

• Process and manage Life New Business applications from submission to issuance
• Serve as the primary owner for resolving any open issues for a submitted life application
• Achieve required phone and transaction performance as defined for the Life New Business Specialist I
• Research and track documents to resolve service issues with emphasis on a designated function
• Proactively keep producers and uplines up-to-date on product and processing guidelines
• Resolve problems & guide producers in software usage and web initiatives
• Resolve moderate sales/operational needs/inquiries as pertains to product clarification, pending new business, supply needs, illustrations, and marketing administration
• Adhere to company policies and legal requirements regarding sales and product compliance
• Perform other functions, duties and projects as assigned
• Maintain regular and punctual attendance

Preferred Qualifications

• Have an AA or BA degree
• Have relevant experience considered in lieu of degree
• Have experience working in a service center, sales support team and/or other previous industry experience
• Have successfully completed Life insurance related education such as LOMA or CLU coursework

Benefits

Offers the ability for in-office, hybrid and remote work arrangements