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About the Role
We are seeking a New Business Hybrid Representative with strong attention to detail and a customer-first mindset to process applications and support agents via inbound calls. This role involves partnering with agents and internal teams to ensure applications are complete, compliant, and move efficiently through the New Business lifecycle, supported by extensive training.
Responsibilities
- Receive and process incoming requests from agents, balancing inbound calls 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 agents and internal operations teams to obtain outstanding requirements and keep cases moving forward
- 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
- 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
- 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
- Collaborate with teammates to resolve issues and participate in projects that support process improvement
- Identify opportunities for operational enhancements using feedback from agents, distribution partners, and internal stakeholders
- Review service metrics and feedback to maintain high levels of agent satisfaction and performance
- 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
Requirements
- 3+ years work experience required
- Experience in financial services or annuities preferred
Skills
- Execution Excellence: Balances speed and accuracy while managing a hybrid workload of application processing and agent calls
- Agent Focus: Delivers a responsive, professional, and service-oriented experience that helps agents move business forward
- Communication: Clear, timely, and solution-focused across phone, email, and written correspondence
- Attention to Detail: Ensures applications, documentation, and data are complete, accurate, and compliant
- Compliance Mindset: Applies regulatory and procedural requirements consistently when reviewing and issuing New Business cases
- Problem Solving: Proactively identifies issues, gathers missing requirements, and works through resolution with sound judgment
- Adaptability: Thrives in a fast-paced, changing environment while navigating multiple systems and priorities
- Collaboration: Partners effectively with agents and internal operations teams to support timely, high-quality outcomes
- Continuous Improvement: Seeks feedback, leverages metrics, and participates in process enhancements to improve service and efficiency
Location
- Hybrid
Work Type
- Hybrid
Experience Level
- 3+ years
Education Level
- High school diploma or equivalent required
- College degree preferred
Salary/Compensations
- $50k-$70k
Benefits
- Comprehensive medical, dental, and vision coverage
- HSA and 401(k) company match
- Paid time off
- Employer-paid life and disability insurance
About the Company
- 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 agent interactions and thrive in a fast‑paced, service‑driven environment, you’ll feel right at home here!
Equal Opportunity
- At Prosperity, we are committed to equal employment opportunity and encourage people from all backgrounds to apply.
- We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
- We strive for a meaningful interview experience for all candidates.
- If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.