Business Assistant


Advisor Group

October 14, 2022

Job Description

New Business Assistant Opportunity in Insurance Industry

New Business Assistant, Highland Capital Brokerage

Location(s): ALL /Remote

Role Type: Full time


We currently have an opening for an New Business Assistant (NBA) at Highland Capital Brokerage. This position may be a remote position or work in one of our many brick-and-mortar offices throughout the country as a part of a highly collaborative team.

The New Business Assistant (NBA) reports to the Team Lead and/or Director, New Business

and is responsible for the beginning and the end of the new business process. At the beginning of the process, the NBA will receive all new business applications, enter those new business applications into our agency management system and store them in a centrally-available file location, and finally assign those applications to a case manager. At the end of the process, the NBA staff working out of Birmingham, AL location will receive all policies from the carrier and store them in a centrally-available location. Once notified, the NBA will send out the policy and delivery requirements to the producer and process those delivery requirements when received from the producer. The successful role of NBA is critical to the New Business Process and requires quality work that is focused, organized and diligent.


  • Use agency management software to enter and edit information about life insurance.
  • Use insurance illustration software to locate illustrations as needed.
  • Communicate with manager and peers on workload and escalation of questions.
  • Communicate via email and phone with case managers regarding life insurance Applications.
  • NBAs located in Birmingham, AL will prepare and assemble Insurance Policies for Case Manager review. Communicate with Case Managers and follow instructions for mailing policies to the field offices and agents.
  • Use file storage software to store and maintain life insurance applications, related documents, Policy data pages and Deliver requirements.
  • Receive and process delivery requirements to include checks mailed.
  • Supports a work environment where co-workers with divergent views are welcomed and solicited.
  • Assumes a shared responsibility in personal growth and development goals.
  • Appreciates and supports the company’s vision including its policies and procedures.
  • Develops a strong worth ethic and caring attitude.
  • Must be punctual, dependable, cooperative and responsible.
  • Assists in self-development.
  • Enjoys collaborating with Team mates and other departments
  • All other duties as assigned

Education Requirements:

  • H.S. Diploma or GED certificate + Significant Practical Experience will be considered

Basic Requirements:

  • 1- 3 years of Customer Service role or equivalent experience
  • Must be a good communicator. Can convey information effectively verbally and as well as written
  • Must be organized and posses good time management skills
  • Must have aptitude to learn new software as much of the work is on the computer
  • Must have the skills and ability to successfully perform in a data entry environment
  • Must have strong organizational skills
  • Excellent customer service, communication skills, analytical skills and the ability to work in a team environment
  • Self-motivated, possess good analytical/trouble shooting skills
  • Ability to execute tasks in a timely manner
  • Able to work effectively in a virtual work environment

Preferred Requirements:

  • Insurance brokerage or financial services industry experience
  • Life insurance industry experience a plus