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Human Capital Manager at Barnum Financial Group 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
Seniority level Seniority level Entry level
Employment type Employment type Full-time
Job function Job function Administrative and Finance
Referrals increase your chances of interviewing at Barnum Financial Group by 2x
Inferred from the description for this job Medical insurance
Vision insurance
401(k)
Paid maternity leave
Paid paternity leave
Disability insurance
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