New Business Specialist
Confidential
Posted: March 5, 2026
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Quick Summary
We are looking for a Business Specialist to join our team and provide expert guidance to help our customers achieve their financial goals. The ideal candidate will have a strong understanding of business operations and experience in providing financial services to clients. The role involves working with customers, analyzing market trends, and developing strategies to drive growth.
Required Skills
Job Description
We are adding a New Business Specialist
to join our team!
Who We Are:
Since 1909, National Guardian Life Insurance Company (NGL) has been one of America’s most successful and highly rated independent life insurance companies. We specialize in a suite of innovative products for life’s journey, giving people the financial stability, careful guidance and peace of mind to lead a life filled with confidence, dignity and grace.
NGL's Core Values – integrity, dependability, collaboration, compassion and growth are a foundation of our company and help to build on the interactions we have with our policyholders, partners, funeral homes and each other. We believe in creating an inclusive, welcoming environment for all where diversity is celebrated, and everyone is encouraged to live their best, most authentic self. We offer Employee Resource Groups for employees to get involved, learn, network, and offer professional and personal development opportunities.
With over 100 years of experience, our passion is to serve people. Learn more.
Work Environment: NGL offers a flexible work environment where employees can work fully remote, hybrid or onsite at our Madison, Wis. office. We support virtual working arrangements in certain states outside of WI.
A Day in the Life:
The New Business Specialist primarily processes life insurance and annuity applications. Additional responsibilities include effectively review, process, audit and issue life insurance and annuity applications based on state and company requirements and guidelines. New Business Specialists are accountable for accuracy standards, auditing and turnaround standards based on product type. In this role, work is performed under general supervision.
Primary Responsibilities:
Accurately process a minimum of 200 routine and moderately complex life insurance and annuity applications per week.
Process the majority of life insurance and annuity applications using various administration systems.
Maintain the privacy of customers and protect sensitive data.
Review, manage and resolve pending policies to completion.
Escalate and assist senior team members in resolving complex or unusual cases.
Review unclear requests and system errors and escalate appropriately.
Document the steps taken to solve the issue.
Identify process improvement opportunities.
Recommend improvements to processes and procedures.
Assist in implementing process improvements.
Accurately audit newly issued policies against the application and contract pages.
Help ensure team standards and goals are maintained.
Process applications in the workflow queues and other work according to team standards.
Assist team members to meet turnaround expectations.
Actively participate in team meetings and team building activities.
Assist in resolving errors by reviewing and escalating appropriately when needed.
Perform other related work as requested or required.
Schedule: This is full-time hourly position with a schedule of 8:30am-5:00pm CST, Monday - Friday.
Essential to Your Success:
Organized, analytical and detailed oriented
Ability to work under tight deadlines and adjust schedules as needed in order to meet turnaround standards
Intermediate communication skills, both written and verbal
Motivated "self-starter" with a commitment of personal growth
General PC knowledge including Microsoft Office
Ability to maintain customer confidence through confidentiality
Ability to work independently and manage time effectively
Must be able to work within a team environment
Typing speed of 40 word per minute
Education Requirements:
Minimum: High School or GED
Years of Experience:
A minimum of one year of office experience preferred.
A minimum of one year of data entry or insurance administration experience preferred.
What We Offer:
At NGL, we provide a comprehensive Total Rewards package that includes competitive base pay and benefits designed to offer solutions to help meet your unique life needs.
Benefits:
20 days of Paid Time Off growing to 25 days after 5 years
11 Paid Holidays (10 company holidays and 1 personal holiday of your choice)
Health care, dental and vision plans
Up to $1,500 (Family) or $1,000 (Single) annually towards a Health Savings Account
Annual bonus based on individual and company performance
Paid Parental Leave
401(k) match up to 9%
Paid Sabbatical after 8 years
Paid Volunteer Time
Education Assistance Program
Employee Recognition Program
And much more!
Click here to learn more about our comprehensive Total Rewards program.
NGL is committed to creating a diverse environment and is an Equal Opportunity Employer. Qualified applicants will be considered for employment without regard to race, color, creed, religion, national origin, ancestry, citizenship status, age, disability, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws.
NGL is committed to providing reasonable accommodations to qualified individuals with disabilities in the recruitment process. To request an accommodation, please contact [email protected].