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Looking to join a company with a focus on people?

Our tagline, "It's about people.", also extends to the employees of Settlers Life. The People of Settlers Life are at the heart of the company and are a huge part of its success. In recognition of their importance, Settlers Life offers an extraordinary benefits package and competitive salaries.

We have also developed a broad base of loyal partner agents that recognize the quality of our products and receive competitive commissions that include high renewals and immediate lifetime vesting that helps build a future flow of income for retirement.

Check out the Current Job Opportunities available at our Administrative Office below:

  • Available positions >
  • Telesales Representative
  • Sales Coordinator
  • Business Analyst - Project Manager
  • Partner Support Representative
Click on the available tab(s) above to learn about our available positions!

This position is primarily responsible for assisting agents with completing point of sale phone interviews for individuals applying for life insurance. In addition, this position is responsible for making outgoing calls to agents and potential policyholders to complete phone interviews.

Primary Duties and Responsibilities


ESSENTIAL FUNCTIONS:
1.    Handle incoming calls from our agents to complete point of sale phone interviews for individuals applying for life insurance.
2.    Assist with placing outgoing calls to agents and policyholders to complete phone interviews.
3.    Assist underwriters in an efficient and accurate manner according to prescribed procedures.  Duties may include, but are not limited to communication with agents via phone and/or email.                      
4.    Consistently exhibit satisfactory levels of performance.
5.    Maintain high standards of ethics and confidentiality covering corporate, agent, MIB and customer affairs.
6.    Perform other duties as assigned and directed to satisfaction of manager.

 
Desired Skills and Experience

QUALIFICATIONS:
1.    Verbal and written communication skills, including telecommunications and email.
2.    Computer skills
3.    Organizational and interpersonal skills
4.    Medical terminology preferred but not required          

EDUCATION AND TRAINING:
1.    High school diploma

EXPERIENCE:
1.       1-3 years basic office experience
2.       1-3 years customer service experience
 

To apply, click here.

Overview: This position is primarily responsible for coordinating sales, creating incentive programs, managing the quality of products sold, and sales efforts between the Settlers Administrative Office, Chief Marketing Officer, Regional Marketing Representative, Partner Support staff, and partner agents/agencies.

Overview:

This position is primarily responsible for coordinating sales, creating incentive programs, managing the quality of products sold, and sales efforts between the Settlers Administrative Office, Chief Marketing Officer, Regional Marketing Representative, Partner Support staff, and partner agents/agencies; monitoring partner compliance with adherence to our quality benchmark requirements; supporting debt collection efforts; and assisting with partner support calls. The position interrelates with other divisions within the Marketing Department and provides administrative support as called upon by the Chief Marketing Officer, Director of Marketing, Agent Performance Manager, Regional Marketing Representative, and Partner Support staff. Responsibilities require the delivery of timely and efficient service and management of sales and product training, as well as, accurate and timely communication of partner and company expenses with Accounting.

Responsibilities:

1. Manage Marketing Partners, independent agents, and sales professionals to drive production towards company goals.

2. Develop, plan and implement sales and incentive programs in conjunction with our quality benchmarks and growth initiatives.

3. Effectively build, grow, & maintain partner relationships through the current on-boarding process, in correlation with our educate/rehabilitate/terminate procedures.

4. Monitor partner debt & coordinate collections activities with Commission Accounting under the direction of the Director of Marketing and Agent Performance Manager.

5. Provide one on one sales support for new partners.

6. Provide daily partner agent & agency production & submission quality updates and respond to information requests by the Chief Marketing Officer, Director of Marketing, and Agent Performance Manager.

7. Monitor the distribution of internal lead programs

8. Provide administrative support with departmental functions as called upon.

9. Facilitate communications stream between the partners, Marketing Management, and Regional Marketing Representatives.

10. Consistently exhibit satisfactory levels of performance.

 

Desired Skills and Experience
 

QUALIFICATIONS:

1. Excellent verbal & written communication.

2. Computer/word-processing/spreadsheet skills.

3. Strong attention to detail and organizational skills.

4. Interpersonal traits that demonstrate initiative and willingness to support the satisfactory accomplishment of departmental goals.

 

EDUCATION AND TRAINING:

1. Associates degree preferred, but not required.

2. Training or experience using computers, Microsoft Office programs including: Outlook, Word, Excel, Power Point.

 

EXPERIENCE:

1. 3-5 years experience with background in sales/customer service; sales management or insurance background is preferred.

To apply, click here!

The Business Analysis portion of this position is responsible for working with Bristol business units and Information Services staff to facilitate re-engineering and improvements to systems and business processes in order to control costs, improve efficiency, increase sales, and/or accomplish corporate goals.

Overview:

The Business Analysis portion of this position is responsible for working with Bristol business units and Information Services staff to facilitate re-engineering and improvements to systems and business processes in order to control costs, improve efficiency, increase sales, and/or accomplish corporate goals. This includes analyzing and documenting business needs, defining cost/benefits, defining opportunities for improvement, developing recommendations and documenting business requirements.  Post project review responsibilities include analysis to determine if business objectives were achieved, if costs were within expectations, and to make suggestions for change when appropriate.

The Project Manager portion of this position is responsible for the project charter, organizing the project team, facilitating communications, monitoring project tasks, ensuring that anticipated target dates are met and ensuring that costs remain within budget. Post project responsibilities include the documentation of lessons learned.     

This position is expected to work closely with the Madison Program Analysis and Control (PAC) team as the Bristol office representative and to follow PAC established guidelines and standards. 

Responsibilities:

Business Analysis:

  1. Create/convert documented client needs and/or business processes into system improvements following established business analysis standards and practices.
  2. Proactively identify and implement efficiency opportunities: analyze processes, recommend improvements, research potential technology solutions, coordinate the submission of business ideas/opportunities, develop performance metrics and be a catalyst for the change.
  3. Work with business units and other areas of the company to establish project goals and where possible develop and implement targets and metrics to be used in measuring project effectiveness.
  4. Analyze and document business requirements that meet business sponsor needs.
  5. Conduct post project analysis to identify potential improvement in processes, to ensure project goals were met, to evaluate cost variances, to analyze actual versus projected metrics and thus determine the overall effectiveness of the project.

Project Management:

  1. Provide project management leadership to cross-functional teams, including external resources when necessary. This includes identifying major milestones and delivery dates, managing scope, coordinating resources and scheduling meetings while having a focus on communication and accountability for all team members.
  2. Use a consistent project management and/or system development methodology that includes all appropriate project management forms, documented communications w/ a pre-determined plan to facilitate the appropriate level of communication to all project stakeholders and after project completion documented lessons learned.
  3. Ensure all agreed upon project completion dates are met.
  4. Ensure costs remain within budget.

Other:

  1. Maintain the Bristol office project list to include project status and assigned priorities.
  2. Other duties as assigned.  

 

Desired Skills and Experience
 

QUALIFICATIONS:

  1. Strong background in business analysis, process improvement, systems development life cycle, and project management or extensive institutional knowledge
  2. Experience in creating clear and concise Business Analysis documentation and Business Requirements
  3. Excellent process driven analysis skills
  4. Must possess leadership qualities and have the ability to work independently
  5. Ability to facilitate meetings, including agenda and minutes preparation
  6. Excellent verbal & written communication skills
  7. Strong organizational and interpersonal skills

EDUCATION AND TRAINING:

  1. Bachelor of Science degree in a related business major, technology major or equivalent experience
  2. Optional but preferred: BABOK or PMP training/certification
  3. Optional but preferred: Sharepoint experience, SQL, query, report writing.

EXPERIENCE:

  1. At least three (3) years of direct or closely related experience or equivalent combination of education and experience is required.
 

To apply, click here!

Overview: This position is primarily responsible for coordinating sales, creating incentive programs, managing the quality of products sold, and sales efforts between the Settlers Administrative Office, Chief Marketing Officer, Regional Marketing Representative, Partner Support staff, and partner agents/agencies.

Overview:

The Partner Support Representative focuses on the support of all partner and agency needs to effectively market our final expense products. This position is primarily responsible for the licensing, contracting and termination of partners and phone support for all active/producing partners and agencies. This includes product overviews with prospective partners, product and procedural training issues with new partners, assisting agents with policy holder services, commissions, premiums, leads, web support, supplies, reporting and contributing to partner debt collection activities as required. This position is also responsible for assisting individual and agency partners with questions regarding the status of new business applications, processing applications pended for additional information, contacting existing partners & partner agencies to encourage new sales, follow-up on lack of sales, and conduct new partner training.

Responsibilities:

1. Provide service support and product expertise for our partners and agencies in an efficient and effective manner.
2. Research and respond to questions from partners, working with other departments as needed to provide accurate, appropriate response.

3. Resolve questions regarding licensing and contracting, commissions, new business, leads, supplies, products, premiums, policy holder services and procedures in a timely, dependable manner.

4. Assist underwriters with new business support in an efficient and accurate manner according to prescribed procedures. Duties may include, but are not limited to communication with agents via phone and/or email.
5. Accurately and efficiently conduct all phases of field representative appointments, contracting, renewals (to include monitoring of anti-money laundering) and terminations.

6. Maintain accurate data and proper hierarchy structures within agency management section in the Policy Administration System (currently ID3).

7. Assist in the monitoring of partner debt and collections as required.

8. Assist in making outbound phone calls to encourage new sales, follow-up on lack of sales, and conduct new partner training.

9. Properly document all partner communications via ID3, OnBase, and Salesforce.

10. Consistently exhibit satisfactory levels of performance.

11. Maintain high standards of ethics and confidentiality covering corporate, partner, MIB and customer affairs.
12. Perform other duties as assigned and directed to satisfaction of Marketing management staff.

 

Desired Skills and Experience
 

QUALIFICATIONS:

1. Excellent verbal & written communications

2. PC skills which include proficiency in word/data processing and spread sheet development/manipulation.

3. Ability to work independently yet maintain a strong team and goal orientation to support overall needs of the marketing department.

4. Excellent organizational skills.

5. Ability to handle multiple tasks and work well under pressure.

7. Ability to maintain satisfactory attendance according to written company policy.

 

EDUCATION AND TRAINING:

1. High school diploma

2. Training or experience using computers, Microsoft Office programs including: Outlook, Word, Excel, PowerPoint.

3. Medical terminology course preferred but not required

 

EXPERIENCE:

1. 1-3 years basic office experience

2. 1-3 years customer service experience

To apply, click here!