Come join one of America’s fastest-growing insurance companies. Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad. Throughout that history, we have provided peace of mind to those families as they plan their futures.
Our mission extends beyond the insurance and annuities policies that we offer. We strive to make the world a better place through our grants from our charitable foundation, paid volunteer time for our employees, environmentally sustainable and healthy workplaces, and events that promote the work of nonprofits in our own backyard.
We foster a collaborative environment with opportunities for growth and encourage our associates to live our values: Do good. Be good.
What you'd do
- Application Intake: Assist with receiving and reviewing incoming life insurance applications, ensuring all required documentation is accurate and complete.
- Data Entry & Verification: Input application data into company systems and verify accuracy of information against submitted documents.
- Underwriting Support: Collaborate with underwriting teams to facilitate the review of applications, providing operational support by organizing documents, communicating requirements, and tracking case statuses.
- Risk Assessment Coordination: Learn about the underwriting process, including medical reviews, financial evaluations, and risk assessment procedures, supporting the team in gathering necessary client information.
- Policy Administration: Support policy setup once an application is approved, including final documentation, policy creation, and the issuance of certificates to clients.
- Client Communication: Communicate with applicants, agents, and internal teams to provide status updates, request additional information, and address inquiries related to the application process.
- Process Improvement Initiatives: Participate in projects aimed at enhancing operational efficiency, streamlining processes, and improving client experience across the entire application lifecycle.
- Data Analysis and Reporting: Assist in tracking key performance indicators (KPIs) related to application processing times, accuracy, and customer satisfaction, contributing to data-driven decision-making.
- Service Focus - Demonstrates a client centric focus for satisfying one’s external and/or internal customers; establishes and maintains effective relationships with customers and gains their trust and respect.
- Decision Making - Makes sense of complex information, critically evaluates, and creates solutions.
What they want
- Currently pursuing or recently completed a degree in Business Administration, Insurance, Finance, Operations, or a related field.
- Strong attention to detail and accuracy in data handling.
- Excellent communication skills, with a client-focused approach.
- Ability to work collaboratively in a fast-paced environment.
- Analytical thinking and problem-solving abilities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint); familiarity with insurance or CRM software is a plus.
- Interest in learning about life insurance and the operational processes that support
- Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
- Stay curious and open to new AI-enabled ways of working.
- Exercise sound judgment by reviewing and validating AI-generated content.