New Business Analyst

Ascensus, through its Newport company, provides comprehensive retirement plans and consulting services to help employers secure a financial future for their associates. The New Business Analyst role involves managing nonqualified benefit plans and working with various stakeholders to facilitate the insurance implementation process effectively.

Responsibilities:

• Develop and maintain strong professional relationship with carrier contacts
• Solve routine problems independently
• Negotiate with insurance carriers on substandard cases or declines to resolve problems and issues to facilitate a favorable outcome for client
• Determine correct consent forms, carrier master or individual applications, carrier supplemental forms and other miscellaneous forms and age requirements based on the case parameters
• Responsible for managing multiple cases while simultaneously meeting deadlines
• Communicate case requirements/processes to internal and external stakeholders and maintain efficient processes and procedures required to meet client expectations
• Proactively communicate status updates and manage project for successful client implementation of insurance
• Review the efficiency of the new business placement process and proactively make suggestions to enhance efficiencies

Requirements:

• A bachelor's degree in a business-related field (OR a combination of education and industry experience)
• Experience in a project management, account / relationship management, or other similar job role requiring management of tasks and deliverables
• Solid written and oral communication skills
• Proficiency using Excel, Word, Outlook, and Adobe
• Strong analytical, problem solving, and organizational skills
• A track record of consistently meeting and/or exceeding performance expectations
• The ability to work under pressure in a fast-paced environment
• Excellent organizational skills and the ability to process and retain large volumes of information
• Experience with case implementation, life underwriting, life insurance or project management
• The ability to read and locate information on financial statements and insurance illustrations