New Business Hybrid Representative

About Us: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!About the Role:We're looking for a New Business Hybrid Representative who brings strong attention to detail, a customer‑first mindset, and the ability to balance operational work with real‑time agent engagement. In this role, you'll split your day between processing New Business applications and supporting agents through inbound calls-providing timely status updates, gathering outstanding requirements, and issuing policies to help move business forward efficiently.

You'll partner closely with agents and internal operations teams to ensure applications are complete, compliant, and progressing smoothly through the New Business lifecycle. With extensive training across customer service, products, and systems, you'll build the knowledge and confidence needed to support evolving life insurance and annuity products while delivering a responsive, high‑quality experience that drives results.

What You'll Do:Support Agents & Advance New Business

Receive and process incoming requests from agents, balancing inbound calls with application processing to provide timely, accurate supportDeliver clear, courteous, and knowledgeable guidance related to application status, funding, suitability, regulatory requirements, and policy issuancePartner directly with agents and internal operations teams to obtain outstanding requirements and keep cases moving forward

Process & Issue New Business Applications

Review applications and supporting documents for accuracy, completeness, and required signaturesEstablish and validate application data within administrative systemsIssue policies and determine appropriate funding setups to support timely contract delivery

Ensure Compliance & Quality

Monitor applications to ensure compliance with state regulations, internal guidelines, and product requirementsVerify all required forms and documentation are received prior to policy issuanceApply strong attention to detail to minimize rework and maintain high‑quality outcomes

Communicate Clearly & Professionally

Create clear, professional correspondence across phone, email, and system‑based communicationsProactively identify issues, navigate multiple systems efficiently, and work toward resolution with a service‑focused mindset

Drive Continuous Improvement & Customer Satisfaction

Collaborate with teammates to resolve issues and participate in projects that support process improvementIdentify opportunities for operational enhancements using feedback from agents, distribution partners, and internal stakeholdersReview service metrics and feedback to maintain high levels of agent satisfaction and performance

Grow Your Skills & Support Team Success

Participate in ongoing training to stay current on New Business processes, systems, and life insurance and annuity productsDemonstrate accountability for personal development, openness to coaching, and adaptability to changePerform additional duties as needed to support team and organizational goals

What You'll Bring:

Experience: 3+ years work experience required; experience in financial services or annuities preferred.Education: High school diploma or equivalent required; college degree preferred.

Core Competencies:

Execution Excellence: Balances speed and accuracy while managing a hybrid workload of application processing and agent callsAgent Focus: Delivers a responsive, professional, and service‑oriented experience that helps agents move business forwardCommunication: Clear, timely, and solution‑focused across phone, email, and written correspondenceAttention to Detail: Ensures applications, documentation, and data are complete, accurate, and compliantCompliance Mindset: Applies regulatory and procedural requirements consistently when reviewing and issuing New Business casesProblem Solving: Proactively identifies issues, gathers missing requirements, and works through resolution with sound judgmentAdaptability: Thrives in a fast‑paced, changing environment while navigating multiple systems and prioritiesCollaboration: Partners effectively with agents and internal operations teams to support timely, high‑quality outcomesContinuous Improvement: Seeks feedback, leverages metrics, and participates in process enhancements to improve service and efficiency

What We Offer:

A collaborative, inclusive environment that values authenticity, accountability, and partnershipThe opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's nextA variable compensation package with a base range of $50k-$70kA competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insuranceHybrid work arrangement

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.