New Business Specialist
At a glance
Mid-level Account Executive role at Shelter Insurance® group of companies. Columbia · full-time.
Pay not stated
growthroles summary, based on the employer's posting.
What you'll do
- Coordinate new life application paperwork and messages so underwriters can assess applicants’ eligibility
- Act as the communication link among underwriters, medical-records staff, agents and sales district leaders
- Keep applications moving through underwriting by sharing information clearly and building trust between underwriting and field sales
What you bring
- You communicate clearly in writing and conversation with both internal teams and outside customers
- You can manage detailed paperwork, including medical records and health-authority forms, while balancing competing tasks
- You’re expected to complete two LOMA or CLU courses during each of your first two years
Who this fits
This individual-contributor role suits someone organized and detail-focused who can handle complex life-application documents and coordinate across underwriting and field sales. A high-school education or equivalent training or experience is preferred; college-level education is also preferred.
From the employer
A company built to serve you. It's your career, Shelter it!
New Business Specialist
$19.28-$23.13 minimum starting pay
Job Level: Individual Contributor
Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands. Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position.
What You Will Be Doing:
The New Business Specialist is responsible for accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications within the Life Company. This role serves as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders. Responsible for core duties related to processing new life insurance applications to support information and document needs for underwriters as they determine applicant eligibility. This position plays a key role in building a strong customer focused relationship between the Underwriting Department and Field Sales through professional communication, establishing confidence, creating trust and rapport to ensure new life applications are managed effectively throughout the underwriting process.
What We're Looking For:
- Ability to possess and display excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner.
- Demonstrate accurate keyboarding skills and proficient operation of PC and applicable software including Internet Basics, Document Imaging, Outlook, Document Connect, Mainframe, Filebound, Xnet, BPM, Life Portraits System and the Spotlight and ABC websites as well as a variety of proprietary Life Company systems.
- Ability to balance and prioritize multiple tasks. Well-developed analytical and mathematical skills. Strong attention to detail with excellent organizational skills.
- Basic knowledge of life insurance concepts, policies, coverages, underwriting rules, regulations, and procedures.
- Ability to manage the workflow of complex documents including (but not limited to) APS, EHR, RXScore, LabPiQture, MIB, MVR, and various forms of HIPAA documentation.
- Education background at the college level preferred, general educational background at the high school level, including math, English, keyboarding and general business or equivalent vocational training or experience preferred.
- Willing to complete two LOMA or CLU courses in the first year and two courses in the second year is expected.
- Ability to perform the essential functions of the position, with or without a reasonable accommodation.
Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:
- Health, Dental, Voluntary Vision and Prescription Drug Insurance
- Savings and Profit Sharing 401(k)
- Paid Time Off for Sick and Personal Leave, Vacation and Holidays
- Vitality Wellness Program
- "Dress for Your Day" Dress Code
- Flexible Scheduling
- And much more!
#IND1#
If interested, please apply by:
10/15/2026Not this one either?
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