New Business Hybrid Representative, Retail

New Business Hybrid Representative (Retail)

About Us:

We're a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something greater-and the same is true for our people. As we grow, we're redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership.

If you enjoy balancing detailed application work with meaningful financial professional interactions and thrive in a fast‑paced, service‑driven environment, you'll feel right at home here!

About the Role:

We're looking for a New Business Hybrid Representative who brings strong attention to detail, a customer‑first mindset, and the ability to balance operational work with real‑time financial professional engagement. In this role, you'll split your day between processing New Business applications and supporting financial professionals through inbound calls and email requests-providing timely status updates, gathering outstanding requirements, and issuing policies to help move business forward efficiently.
You'll partner closely with financial professionals, our Sales team, and internal operations teams to ensure applications are complete, compliant, and progressing smoothly through the New Business lifecycle. With extensive training across customer service, products, suitability requirements, and systems, you'll build the knowledge and confidence needed to support evolving life insurance and annuity products while delivering a responsive, high‑quality experience that drives results.
What You'll Do:
Support Financial Professionals & Advance New Business

Receive and process incoming requests from financial professionals, balancing inbound calls and an email request queue with application processing to provide timely, accurate support
Deliver clear, courteous, and knowledgeable guidance related to application status, funding, suitability, regulatory requirements, and policy issuance
Partner directly with financial professionals and internal operations teams to obtain outstanding requirements and keep cases moving forward
Navigate multiple systems to research case details, document interactions, and support suitability and regulatory requirements while adapting quickly to new tools and process changes

Process & Issue New Business Applications

Review applications and supporting documents for accuracy, completeness, and required signatures
Establish and validate application data within administrative systems
Issue policies and determine appropriate funding setups to support timely contract delivery

Ensure Compliance & Quality

Monitor applications to ensure compliance with state regulations, internal guidelines, and product requirements
Verify all required forms and documentation are received prior to policy issuance
Apply strong attention to detail to minimize rework and maintain high‑quality outcomes

Communicate Clearly & Professionally

Create clear, professional correspondence across phone, email, and system‑based communications
Proactively identify issues, navigate multiple systems efficiently, and work toward resolution with a service‑focused mindset

Drive Continuous Improvement & Customer Satisfaction

Collaborate with teammates to resolve issues and participate in projects that support process improvement
Identify opportunities for operational enhancements using feedback from financial professionals, distribution partners, Sales, and internal stakeholders
Review service metrics and feedback to maintain high levels of financial professional satisfaction and performance

Grow Your Skills & Support Team Success

Participate in ongoing training to stay current on New Business processes, systems, and life insurance and annuity products
Demonstrate accountability for personal development, openness to coaching, and adaptability to change
Perform additional duties as needed to support team and organizational goals

What You'll Bring:

Experience:

3+ years work experience required; experience in financial services or annuities strongly preferred.

Education:

High…