Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Contact applicant(s), via phone, to ask the questions needed to complete life insurance applications.
Possess the skill or have demonstrated an ability to gather, coordinate, review, analyze, and organize information relating to the completion of life insurance applications.
Possess the ability to ask and answer questions related to the life insurance application process (and possibly basic questions related to the underwriting process).
Possess the ability to communicate over the phone with clients in a professional and organized manner.
Demonstrate the ability to professionally and accurately mark the application for signature and submission.
Demonstrate the ability to complete all the appropriate supplemental insurance company application forms required.
Demonstrate the ability to complete all the appropriate client firm forms required.
Professionally and expeditiously send the application to the client for signature.
Perform additional functions as requested by your team lead or manager.
Required Skills and Competencies:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
High School Diploma
Good typing skills (min. 35 wpm)
Possess strong customer service skills
Be proficient in the use of most standard business office equipment (i.e. phone, fax, email, copier, etc.)
Possess strong office writing, grammar, speaking, spelling, and listening skills
Possess strong organizational and time management skills
Ability to evaluate circumstances and respond appropriately
Need to be very detailed oriented and good with numbers
Ability to multi-task without losing your effectiveness
BB&T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law.
Internal Number: R0013560
At BB&T, we believe our associates are our most valuable asset. We operate on the principle that each individual is capable of having a positive impact on the organization. This belief has allowed BB&T to evolve into one of the financial service industry’s top performers.
BB&T is much more than a bank. Building on a long tradition of excellence in community banking, BB&T offers a wide range of financial services including retail and commercial banking, investments, insurance, wealth management, asset management, mortgage, corporate banking, capital markets and specialized lending. Based in Winston-Salem, N.C., BB&T has more than 35,000 associates and operates more than 2,100 financial centers in 15 states and Washington, D.C. A Fortune 500 company, BB&T was recognized as one of Forbes' 2017 Best Banks in America and is consistently recognized for outstanding client service by Greenwich Associates for small business and middle market banking. Our success as an organization is based on the vision, mission and values that comprise the BB&T philosophy. Adhering to this philosophy will lead you, the individual, and us, as an organization, to create the best financial organization possible.
We invite you to join our winning team at BB&T!