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The Business Systems Analyst position focuses on delivering superior customer service in the life insurance sector. Candidates should have at least 2 years of experience in customer interactions and a strong attention to detail. A Bachelor's or Master's degree is preferred. Key responsibilities include managing workflows, ensuring accuracy in application processing, and building relationships with agents. Strong communication and problem-solving skills are essential for success in this role. Our Case Managers deliver a superior customer experience to the distribution channels—agents and agencies—by ensuring life insurance applications are processed with speed, accuracy, and a strong commitment to service. This role operates within a high-volume production environment focused on administrative record keeping, application review, and workflow management to support efficient policy processing.
Job Responsibility
Managing workflows
Ensuring accuracy in application processing
Building relationships with agents
Delivering a superior customer experience to distribution channels
Processing life insurance applications with speed and accuracy
Administrative record keeping
Application review
Workflow management to support efficient policy processing
Requirements
2+ years of professional work experience interacting with customers in life insurance and/or annuity fields
Experience working in a production or processing environment with strong attention to accuracy and quality
Passion for working for a company with a cause-driven culture
Must be able to successfully pass a background check that may include fingerprinting
Nice to have
Detail-oriented with the ability to manage multiple tasks in a fast-paced, high-volume environment
Excellent communicator with empathy and strong listening skills
Strong customer service mindset and ability to build relationships with agents and internal partners
Intuitive problem-solver who thinks critically and creatively to resolve processing challenges
Results-oriented and able to balance independent work with team collaboration