Why AAA Life

AAA Life is a respected and trusted American brand that has been focusing on Life Insurance and Annuity Products since 1969. At AAA Life we have over 1.8 million policies where we take pride in earning the trust of our policyholders who understand our promise to be there for them – and their families – when we’re needed most. By joining the AAA Life team, you are joining a company that genuinely cares about helping each other, with a devotion to protect the lives of those around us. We embrace a diverse, equitable, inclusive culture where all associates can feel a sense of belonging and use their unique talents and perspective to influence, innovate, motivate, and thrive.

How You’ll Work

• Work Solution: Hybrid
• Relocation Eligibility: Available

The New Business Professional III processes life applications ensuring each case is effectively managed to minimize turnaround time and maximize customer satisfaction. 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 policy changes and reinstatements. Working knowledge of Direct Mail and Agent Sold processing and ability to assist as needed.

Position Responsibilities

Process complex life insurance 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 other Senior New Business Professional, managements, or other AAA Life personnel as appropriate on more complex applications.

Handles customer inquiries which will include agents and members.

Participates in UAT for IT Project teams.

Performs other related duties as assigned.

Follows appropriate procedures to approve and process reinstatement applications, conversions, and policy coverage changes within guidelines.

• 3 – 4 years’ experience in process oriented customer service role
• Associate's degree or equivalent
• Completion of Agent Sold and Direct Mail product training courses
• Completion of LOMA 281 and 291
• Strong Computer and Data Entry skills
• Proficient with MS Office software
• Experienced with internet based systems

While performing the duties of this job, the employee is frequently required to stand, walk, sit, use hands to finger, handle, or feel, talk, hear and concentrate. Specific vision abilities required by this job include close vision, distance vision, depth perception, and ability to adjust focus.

This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodation will be made for otherwise qualified applicants as needed to enable them to fulfill these requirements.

We are committed to ensuring equal employment opportunities for all job applicants and employees. Employment decisions are based upon job-related reasons regardless of an applicant's race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, marital status, genetic information, protected veteran status, or any other status protected by law.

AAA Life Insurance Company does not offer immigration sponsorship for this position. This includes visa types such as H-1B, TN, and STEM OPT. Please do not apply if you currently require or may require employer-sponsored immigration support now or in the future.