New Business Specialist
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Job Location:
Athens, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Onsite Requirement:
This role is fully onsite in Athens GA. Remote or hybrid options are not available.
About Milner Financial:
Milner Financial is a Brokerage General Agency dedicated to helping agents and advisors find the right solutions for every client. Every client is unique so we equip our agents with a wide range of products across life insurance annuities longterm care and disability insurance to meet diverse needs. Our experienced in-house underwriting team including specialists in impaired risk cases helps navigate complex situations and uncover the best options. At Milner Financial our goal is simple to support our agents so they can focus on building relationships and delivering exceptional value to their clients.
Job summary:
We are seeking a New Business Specialist to join our New Business Team. This role supports a nationwide network of insurance practitioners by assisting with the intake preparation and processing of applications and related documentation. Success in this role comes from attention to detail teamwork and the ability to manage incoming work efficiently.
Lets talk job responsibilities:
- Review incoming insurance applications using checklists and guidelines to ensure required information is present before processing
- Enter application details into company systems and open cases to support timely processing by the team
- Assist with prepopulating applications based on provided information and flag missing or unclear items for followup
- Work closely with Case Managers and other internal teams to help resolve documentation questions or requests for additional information
- Confirm agent licensing and contracting status using existing systems and partner with the Licensing team when questions arise
- Order underwriting requirements help monitor their status following up on outstanding items as directed
- Communicate application and case status clearly and professionally with agents proposed insureds and internal team members
- Support policy delivery and maintain organized electronic files by completing imaging filing and other routine administrative tasks
Your experience and skills:
- High school diploma or equivalent required
- 02 years of experience in administrative customer service or support roles insurance experience is a plus but not required
- Strong attention to detail with the ability to follow guidelines and check work for accuracy
- Comfortable working in a teambased fastpaced environment with changing priorities
- Able to manage time effectively meet deadlines and handle confidential information appropriately
- Demonstrates a customerfocused mindset with a helpful solutionoriented approach
- Clear and professional verbal and written communication skills
- Maintains a positive friendly and professional demeanor when working with customers and colleagues
Why Join Milner Financial
- Industry leading brokerage with national impact
- Growing organization with long term stability
- Collaborative team environment
- Generous PTO and holiday schedule with extra time off for community service and your birthday
- Comprehensive benefit package:
- Medical/Dental/Vision Insurance
- Life Insurance Short-Term and Long-Term Disability
- 401(k) with immediately vested employer matching
- Employer paid HSA and FSA contributions for eligible health plans
About Integrity
Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .
Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.
Required Experience:
IC
Key Skills
About Company
Integrity is a one-of-a-kind insurtech company, using data, technology and a human touch to deliver a better insurance experience.
