New Business Representative

Description

As a New Business Representative, you will provide a variety of services to external and internal customers, including handling inquiries and resolving issues related to new business. Your role will include processing cases to ensure compliance, maintain accurate policyholder records, and support team communication. You will manage daily workflows, resolves issues, and meet deadlines to ensure timely processing to work efficiently with the team. 

Your responsibilities will include:

• Provide customer service to enhance relationships with funeral homes, agents, and policyholders for new business resolution.
• Make outbound calls and respond to inquiries via phone, email, and fax regarding new business and policy information.
• Resolve new business cases to ensure compliance with regulatory and company standards.
• Maintain accurate policyowner files and ensure proper underwriting and notes.
• Learn about all HLC operations, products, licensing, policy accounting, and underwriting processes.
• Share relevant information with team members and management.
• Maintain records for daily production and ensure new business underwriting notes are up-to-date.
• Resolve escalated issues by meeting with management and team members.
• Review daily workflow and contact agents for timely resolution.

Requirements

• High school diploma or equivalent.
• 1+ years of New Business experience preferred.
• Insurance experience preferred.
• Basic knowledge in Microsoft office products: Outlook, Excel and Word
• Experience on a LifePro office administration system preferred

Pay and Benefits Summary:

• An excellent schedule – office closes at 1 p.m. every Friday
• Annual profit sharing 
• 401(k) with company match with discretionary contribution 
• Company-sponsored group medical and dental insurance 
• Company-paid life insurance 
• Company-paid long-term disability
• Hybrid work environment 
• Paid holidays 
• Generous vacation time and sick leave 
• Paid parental leave 

About Homesteaders:

Homesteaders Life Company, a mutual company owned by its policy holders, is a national leader providing products and services to help people design a better farewell. Founded in 1906, Homesteaders is known for secure preneed funding and innovative solutions that help funeral and end-of-life professionals and consumers connect with each other.

We are currently not hiring in Colorado, Montana, New York, Illinois, Minnesota, and California.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.