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New Business Technical Analyst

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Assurity is looking for enthusiastic, driven and collaborative people to join our team. We’re a company of vibrant and passionate people who work every day to advance our mission of helping people through difficult times – and who truly want to make a difference. As a Certified B Corporation, we have a verified commitment to our people, community and planet, and we work every day to make the world a better place.

Ample opportunities for growth, a thriving culture and coworkers who care as much as you do are just the beginning. Come work with purpose. Learn more:

ESSENTIAL FUNCTIONS


80% Oversee and coordinate all system related projects, creates test plans and performs testing for New Business and Case Specialists, which includes:

  • Complete and thorough understanding of LifePRO administrative system as it relates to case submission to issuing.
  • Complete and thorough understanding and responsibility for Straight-through processing testing.
  • Creating test plans to ensure high quality and rapid regression testing.
  • LifePRO new product and current product enhancement testing.
  • All systems upgrade testing.
  • Acts as a liaison between IT and New Business for system and processing related issues.
  • Attending meetings as a representative of New Business and Case Specialist.
  • Identifying and creating new letters, policy pages, agent correspondence and forms.
  • Reviews and make necessary updates to current Global 360 letters, agent correspondence and forms.
  • Performs Global 360 testing and implementation of changes to Global 360 letters, agent correspondence and forms.
  • Identifying and assisting with implementation of process improvement changes.
  • Communicating correspondence changes to New Business and Case Specialists associates; and
  • Challenging existing processes and assumptions to design simpler, more effective solutions and improve end-to-end outcomes.


15% Process and issue new business applications which includes:

  • Ordering MIB and prescription drug reports based on underwriting and product guidelines.
  • Obtaining and reviewing underwriting requirements for issue cases.
  • Communicating with agents on outstanding requirements.
  • Approving non-medical/simplified cases; and
  • Issuing policies, which includes preparing delivery forms, endorsements, amendments, beneficiary and ownership arrangements, and riders.



5% Perform other functions, which may include:

  • Assisting with special projects and other related duties as requested.
  • Serving on department and/or company teams as requested; and
  • Assisting with and participating in team functions and events.

The list of essential functions is not exhaustive and may be substituted as necessary.

EXPERIENCE AND SKILL REQUIREMENTS

  • Four to six years’ experience in business or related field required.
  • Professional oral and written communication skills required.
  • Decision-making ability required.
  • Strong analytical, critical thinking and problem-solving skills, with the ability to evaluate options and recommend solutions.
  • Word processing and spreadsheet software proficiency required.
  • Ability to independently prioritize work, manage competing responsibilities, and meet deadlines.
  • Attention to detail.
  • Ability to work independently.
  • Ability to type 50 words per minute is required.
  • Consistent and reliable attendance is an essential function to this position.
  • Talent required in values, work intensity, achiever, positivity, resourcefulness, command, relationship-extension, and exactness.


EDUCATION AND CERTIFICATION REQUIREMENTS

  • Associate degree, trade school certification or equivalent in related field required.


PHYSICAL AND WORK SCHEDULE REQUIREMENTS

  • May require work more than 40 hours a week in order to complete functions of position.
  • Hybrid position based in Lincoln, NE. Requires three days per week onsite and provides a hybrid schedule with two remote workdays, if desired

Skills

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