New Business Specialist

About Milner Financial:

Milner Financial is a Brokerage General Agency dedicated to helping agents and advisors find the right solutions for every client. Every client is unique so we equip our agents with a wide range of products across life insurance annuities longterm care and disability insurance to meet diverse needs. Our experienced in-house underwriting team including specialists in impaired risk cases helps navigate complex situations and uncover the best options. At Milner Financial our goal is simple to support our agents so they can focus on building relationships and delivering exceptional value to their clients.

Position Summary

The New Business Specialist is responsible for reviewing and preparing applications coordinating with carriers and internal teams and supporting policy issuance and delivery. The ideal candidate is detail-oriented highly organized and service-driven with the ability to communicate proactively and collaborate effectively across teams. Through strong customer service and quality control this role helps deliver a smooth and positive experience for agents partners and internal stakeholders.

Key Responsibilities

Case Management & Processing

Review applications and supporting documents for completeness and accuracy prior to submission

Enter application details into company systems and open cases to support timely processing by the team

Ensure all required forms signatures and documentation are obtained and properly recorded

Assist with pre populating applications based on provided information and flag missing or unclear items for follow up

Carrier & Vendor Coordination

Submit applications and required documentation to appropriate carriers

Confirm agent licensing and contracting status using existing systems and partner with the Licensing team when questions arise

Requirements Management

Order outstanding requirements such as medical exams and APS records

Work closely with Case Managers and other internal teams to help resolve documentation questions or requests for additional info

Policy Delivery & Quality Control

Review issued policies for accuracy and completeness

Process policies in CRM and distribute to customers

Support policy delivery and maintain organized electronic files by completing imaging filing and other routine administrative tasks

Customer Service Excellence

Provide a high level of service to agents partners and internal stakeholders

Manage expectations and communicate proactively throughout the case lifecycle

Contribute to a positive solutions-oriented team environment

Why Join Milner Financial

• Industry leading brokerage with national impact
• Growing organization with long term stability
• Collaborative team environment
• Generous PTO and holiday schedule with extra time off for community service and your birthday
• Comprehensive benefit package:
  • Medical/Dental/Vision Insurance
  • Life Insurance Short-Term and Long-Term Disability
  • 401(k) with immediately vested employer matching
  • Employer paid HSA and FSA contributions for eligible health plans

About Integrity

Integrity is one of the nations leading independent distributors of life health and wealth insurance products. With a strong insurtech focus we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why Because we put our people first! At Integrity you can start a new career path at company youll love and well love you back. Were proud of the work we do and the culture weve built where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package including benefits that make work more fun and give you and your family peace of mind.

Headquartered in Dallas Texas Integrity is committed to meeting Americans wherever they are in person over the phone or online. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

Integrity LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race color religion sex gender identity national origin disability veteran status or any other characteristic protected by federal state or local addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.