What encourages you to come to work every day? By joining AAA Life, you will have the opportunity to strengthen the name and reputation of the brand that millions have come to rely upon for financial piece of mind. We are a company dedicated to our members and our employees! We value the unique attributes and contributions of our associates to cultivate an inclusive, collaborative and innovative workplace where all employees are engaged and feel they belong. Delivering our company’s promise to members is what drives each of us every single day.
- Tasks may include reviewing confidential, sensitive, documents for completion and accuracy, ordering medical records and moving the case to completion. This role may also process reinstatements, and conversions.
- Process and track new business applications by inputting necessary data for accurate completion. Process life insurance and annuity applications ensuring each case is effectively managed to minimize turn-around time and maximize customer satisfaction.
- Generates reports, correspondence and form letters for additional information, document files and follows up according to established procedures.
- Reviews and processes new applications for life insurance and annuity products ensuring applications meet technical, legal and underwriting guidelines.
- Refers or consults with Senior New Business Professional or other staff as appropriate on more complex applications.
- Handles customer inquiries to include agents and members.