Helping Life Insurance
Agents Grow Faster
Hiring: New Business Specialist (NBS)
Role: Mission, Outcomes, Competencies, Requirements
Mission:
To offer essential support and service for Insurance & Annuity Products to Jucebox Partners and Career Agents, guiding them through pre-application requirements up to suitability approval. The NBS provides specialized assistance in Insurance Case Design, Insurance Product Illustrations, and Insurance Application Review Support. With a comprehensive understanding of product intricacies, functionality, and purpose, the NBS aids agents in Basic and Intermediate Case Design and crafting specific product illustrations and applications. By collaborating with agents, the NBS assists in pinpointing and tailoring product solutions to address individual client needs. This tailored approach ensures alignment between the product and the client's financial profile, circumstances, and objectives. By fostering clarity regarding the problem, the NBS, in tandem with agents, delivers meaningful solutions to clients. Once the appropriate solution is identified, the NBS crafts product-specific illustrations, considering the client's financial situation, assets, and goals to provide the necessary solution and retirement outcomes. Additionally, the NBS facilitates successful application submissions and supports the suitability process, thereby empowering agents to submit more applications and close more business deals.
Outcomes:
Maintain a complete understanding of all company tools that apply to the NBS Role.
Maintain a comprehensive overview of the Jucebox Client Service Programs and how they relate to Agent Services.
Maintain general Insurance Industry Knowledge
Stay informed about changes, challenges, and developments within New Business and Carrier specific Operations.
Own your development by self-accountability.
Master New Business Support Systems and Processes for ALL Carriers
Master Basic Case Design Systems and Processes to own Tier 1 Agent Case Design Support
Maintain the success and satisfaction of Jucebox Clients and Agents by providing Superior Support
Competencies:
Thrives with both repetitive and new tasks
Hungry Learner - Constantly looking to improve and beat their current best, exploring new ways, asking questions, to see if something could be better. Other would say you’re “Self-Directed” and often “Inquisitive”
Always Resourceful - Confronts a problem, challenge, or roadblock and immediately starts looking for and seeking out a resolution. You act without being told what to do.
Efficiency Driver - Often referred to by others as a “Problem solver”, “Fixer” and someone who “Likes Efficiency.”
Strives to create the perfect process and is constantly optimizing everything
Loves the little details
Little tweaks that produce big results or more clarity excite you
Great with technology and enjoys leveraging it to improve things (life / process)
People/Relationship focused - A team builder that helps to inspire, motivate, and engage others commitment
Enthusiastic and empathetic
Lead based on the ability to motivate others
Delegate authority readily
Optimization is Life - Well organized and detail oriented, often having a “certain way” they think many things should be done.
Attention to detail - Does not let important details slip through the cracks or derail a project.
High standards - Expects personal performance and team performance to be nothing short of the best.
Follow-through on commitments - Lives up to verbal and written agreements, regardless of personal cost.
Teamwork - Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.
Requirements:
Prior experience in customer service or closely related field (Helpful)
Experience in managing multiple priorities and logistics
Well-organized, detail oriented, ability to multitask with great follow-up skills and superior communication
Ability to learn at a high rate and hungry for more knowledge
Able to research information and develop competencies alone then apply them quickly and accurately
Reliable, Fast Internet Connection with a Modern Computer
Computer
less than 3 years old
With Video Camera for meetings
With Audio for Communication and Meetings
High Speed internet with AVG Speeds above 10 MB/s or higher
Strong English communication skills, both written and verbal
Excellent at solving problems and being always resourceful (alone and with other people)
Must be fully available and able to complete work during US Central Time, Monday - Friday, 9 am - 5 pm CT