Job Description

The Brokerage New Business Analyst (NBA) provides support to brokers with application submissions, underwriting, policy updates and placement. The NBA acts as a key liaison between the broker and underwriters to insure timely and accurate processing of insurance applications. The NBA role involves building relationships with brokers, advocating for their clients, and maintaining accurate records in our CRM.

Duties and responsibilities

• Review and process applications for completeness and accuracy
• Submit applications to carriers and track progress throughout the underwriting process
• Schedule medical examinations for clients when necessary
• Enter client data into multiple systems to ensure information is timely and accurate
• Identify inefficiencies in the application/underwriting process and suggest improvements
• Educate brokers/clients about underwriting guidelines, processes and timelines
• Attend carrier and upline trainings on new processes and products
• Clearly communicate with brokers, outside vendors and clients

Qualifications

• Bachelor’s Degree
• Strong analytical and organizational skills
• Easily adaptable to changes in processes and priorities
• Accountability / collaboration
• Customer-oriented and professional
• Accept and provide feedback for the betterment of the team
• Strong multi-tasker
• Experience with all product lines including Life, Disability, Long Term Care and Annuities is a plus

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