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10/01/2026

New Business Specialist

Job Description

A company built to serve you. It's your career, Shelter it!

New Business Specialist

$19.28-$23.13 minimum starting pay

Job Level: Individual Contributor


Shelter maintains broad salary ranges for its roles in order to account for variations in geographic location, education, training, skills, relevant work experience, business needs and market demands.  Please remember that this range is the starting base pay only and does not consider other components that make up the total rewards package for the position.


What You Will Be Doing:


The New Business Specialist is responsible for accurately and efficiently managing all documentation, communication, and collaboration involved in the processing of new life insurance applications within the Life Company. This role serves as the central communication point between Underwriters, Medical Records Retrieval Specialists and field marketing including Agents and Sales District Leaders. Responsible for core duties related to processing new life insurance applications to support information and document needs for underwriters as they determine applicant eligibility. This position plays a key role in building a strong customer focused relationship between the Underwriting Department and Field Sales through professional communication, establishing confidence, creating trust and rapport to ensure new life applications are managed effectively throughout the underwriting process.


What We're Looking For:


  • Ability to possess and display excellent verbal and written communication skills with the ability to convey/present information to internal and external customers in a clear, focused and concise manner.
  • Demonstrate accurate keyboarding skills and proficient operation of PC and applicable software including Internet Basics, Document Imaging, Outlook, Document Connect, Mainframe, Filebound, Xnet, BPM, Life Portraits System and the Spotlight and ABC websites as well as a variety of proprietary Life Company systems.
  • Ability to balance and prioritize multiple tasks.  Well-developed analytical and mathematical skills.  Strong attention to detail with excellent organizational skills.
  • Basic knowledge of life insurance concepts, policies, coverages, underwriting rules, regulations, and procedures.
  • Ability to manage the workflow of complex documents including (but not limited to) APS, EHR, RXScore, LabPiQture, MIB, MVR, and various forms of HIPAA documentation.
  • Education background at the college level preferred, general educational background at the high school level, including math, English, keyboarding and general business or equivalent vocational training or experience preferred.
  • Willing to complete two LOMA or CLU courses in the first year and two courses in the second year is expected.
  • Ability to perform the essential functions of the position, with or without a reasonable accommodation.

Shelter's uncompromising commitment to excellence doesn't stop with our customers. We recognize our employees are what make us a premier organization in the insurance industry. Shelter Employees enjoy such benefits as:


  • Health, Dental, Voluntary Vision and Prescription Drug Insurance
  • Savings and Profit Sharing 401(k)
  • Paid Time Off for Sick and Personal Leave, Vacation and Holidays
  • Vitality Wellness Program
  • "Dress for Your Day" Dress Code
  • Flexible Scheduling
  • And much more!

#IND1#

If interested, please apply by:

10/15/2026


Apply Now
Apply Now
Shelter Insurance
Shelter Insurance

The Shelter Insurance® group of companies is a leader in the insurance industry, providing customers with exceptional insurance and financial products and services. Since opening our doors in 1946, we have become one of the most successful and financially-sound, super-regional insurance groups in the country.  We provide a variety of insurance options for our customers including auto, home, life  and business insurance.

 

We exist to be a leader in our communities by providing daily value while we SHELTER what matters most.

 

At Shelter Insurance® you feel like part of a family. Our leaders know employees personally and support a work/life balance. We’re a financially stable company with the desire to innovate and we enjoy a unique benefits plan you won’t find many places these days. We believe in doing the right thing and having a little fun along the way, supporting the communities where we live and work.

 

Shelter has a purpose driven culture that centers on:

 

This is your opportunity to be a part of an incredible company with people who encourage you and will help you grow personally and professionally.  We champion diversity and strive to provide opportunities.  Our family-oriented culture is one that promotes inclusion and positivity.  Together we have achieved the winner of the Award for Best Places to Work since 2017!

 

Shelter Insurance is proud to be Equal Opportunity Employers committed to creating a diverse and inclusive workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other legally protected classifications.

 

If you have a disability and require reasonable accommodations for any part of the selection process, we're here to help you out. Please email ShelterJobs@ShelterInsurance.com.