New Business Analyst Resume Samples

A New Business Analyst is responsible for implementing and supporting business information systems across multiple departments. The job description and duties are listed on the New Business Analyst Resume as – identifying problems, and opportunities within a company, providing solutions that help achieve the business goals; developing initiatives and strategies that optimize costs, creating a detailed business analysis, outlining problems, and solutions for the new business; budgeting and forecasting; financial modeling; and defining business requirements and reporting them back to stakeholders.

The core skills that a resume should include are – experienced working with senior decision-makers, strong interpersonal and communication skills; proven analytical background; advanced Excel skills, and the ability to provide financial insights and make the decision-making process easier. Whilst any degree is advantageous, the following subjects are useful – business studies, management, or business administration.

New Business Analyst Resume example

New Business Analyst Resume

Objective : Results-driven leader with strong analytical, innovative and strategic planning skills. Knowledge of both the private and public sector and diverse finance, IT service request management, and purchasing background provides me with a unique business acumen mindset resulting in well-disciplined business management, strong decision-making ability, and a reputation as the go-to person.

Skills : Microsoft Excel, Customer Service, Administrative Assistant, Administrative.

Description :

    1. Maintained daily functionality of the office.
    2. Strong knowledged of the health insurance industry and the plans, processes and procedures of our partnered carriers in the Mid-Atlantic region.
    3. Responsible for knowing new business and renewal paperwork inside and out in order for processing.
    4. Answered multiple phone lines; screening and transferring appropriately.
    5. In charged of all office supply and product supply.
    6. Prepped products for distribution.
    7. Responsible for all incoming and outgoing mail as well as packages via USPS and UPS.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
High School Diploma


New Business Analyst Resume

Objective : To obtain a permanent New Business Analyst position that will utilize my current skills to their fullest and create new opportunities for myself and the company, to gain further knowledge and experience together.

Skills : Microsoft Office, Customer Service, Administrative Assistant, Administrative.

Description :

    1. Managed cases daily on an average of 10 Financial Representatives.
    2. Processed new business applications for all lines of business.
    3. Tracked and followed up on all new business requirements for policy issue/placement.
    4. Provided new business reports to management and identified trends/issues.
    5. Reviewed correspondence for FINRA compliance.
    6. Processed daily bank deposits.
    7. Completed policyholder service requests.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Bachelor Of Arts In English


New Business Analyst Resume

Objective : New Business Analyst who adapts and supports complex, deadline-driven operations, in a highly focused confidential environment, with superior communication skills which meet both client and company initiatives.

Skills : Insurance, Bilingual, Microsoft Office.

Description :

    1. Evaluated new cases and add-on risks, assuring timely and quality underwriting by: Evaluating enrollment materials and detailed medical records to determine underwriting actions.
    2. Enrolled new groups and members on carrier's online systems.
    3. Reviewed final rates, benefit options, and underwriting requirements.
    4. Contacted agents/brokers when a case has been reviewed to request additional information.
    5. Generated quotes, based on actual enrollment, to ensure accurate premiums are being sent to the carrier.
    6. Notified agents/brokers of overdue premium payments and status of cases, whether the cases are approved, declined, or withdrawn.
    7. Adhered to Company confidentiality standards of information.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
General Education Studies

New Business Analyst Resume

Summary : Talented New Business Analyst professional with 8 years' experience in Financial Analysis and Accounting in Tax Qualified (Pension) Plans. Extensive knowledge in Compliance Testing, Financial Reporting, Trust Accounting and Audit Reconciliation. I am an avid learner with a take-charge attitude, a strong sense of ownership and the ability to influence others and bring resources to bear to develop and enhance existing operations. Detail- oriented team player with strong interpersonal, written and oral communication skills.

Skills : Excel And Outlook, Cognos, Smart View, Sharepoint, SunGard Omni-Station, Powerpoint, SRT, Salesforce.

Description :

    1. Forecasted trends and prepared cost/benefit analysis for Corporate Operation and Expense Team Advise and recommend actions based on interpretation of complex financial requests for corporate budgeting purposes and asset management group operating expenses Process financial statements and trust reports; analyze and administered adoption agreement.
    2. Setup data and systems for all new Retirement Plans to The Standard and new client asset transfers.
    3. Valued of assets averaged 10m and where from third party vendors such as Charles Schwab, Fidelity, John Hancock and ING Manage multiple plans for companies with more than a thousand employees.
    4. Analyzed sold plans for conformation to systems and procedures, supporting spin-offs, mergers and acquisitions for current clients and performing 5500 reconciliations and reviewing asset distribution and loan processing Participate in several quality assurance projects for New Business.
    5. Recently worked closely with project managers to redesign New Business Team Intranet site.
    6. Initiative increased the efficiency and effective use of our intranet site, received praise from management and employees Member of committee responsible for developing team building activities.
    7. Assisted in the processing of broker of record change letters and licensing for agents to assure new agents are correctly paid, carrier guidelines are followed, and agents/brokers are properly appointed with each carrier.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA In Finance

New Business Analyst Resume

Objective : As a New Business Analyst, responsible for Approving trades as a principal for Securian, Adhering to suitability parameters set forth by internal audit, FINRA, SEC, and Securian.

Skills : Customer Service, Communication, Computer Savvy, Quickbooks, Data Entry, Dependable, Fast Learner.

Description :

    1. Processed new client and matter reports associated with proposed new business.
    2. Performed conflict analysis on all proposed new client representations and facilitate proper communication and coordination of issues related to New Business Intake.
    3. Proactively communicated with firm Attorneys and support staff in each office to understand conflicts of interest issues and independently review, research and resolve conflicts issues related to firm new business.
    4. Composed written or verbal correspondence with attorneys and other support staff.
    5. Answered telephone and email inquiries for new business status requests.
    6. Proofreaded and re-checked material to confirm accuracy.
    7. Performed research, locating material from various sources inside and outside the Firm.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Masters Of Business Administration

New Business Analyst Resume

Objective : Ambitious and creative recent college graduate that enjoys solving business problems with inventive solutions. Passionate about fostering positive relationships with customers and business partners to ensure clear communication and successful solution delivery.

Skills : Microsoft Word, Typing.

Description :

    1. Entered ongoing status information and maintain on-line documentation in database.
    2. Ensured compliance with ethical related to firm policies and procedures.
    3. Answered necessary Broker questions.
    4. Ordered and maintained office brochures/supplies.
    5. Handled incoming and outgoing mail.
    6. Maintains confidential information and performs other duties as assigned works in a timely manner to meet carrier deadlines.
    7. Insured all new business was in good order before distribution to the account processors.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
Masters Of Business Administration

New Business Analyst Resume

Summary : Dependable, results-oriented professional with over 25 years of proven experience in the insurance, real estate, and financial industries with demonstrated ability in outstanding processing skills, customer service, time management, prioritizing, and strong organizational skills. Practiced keen attention to detail and follow-up expertise while successfully handling demanding workloads.

Skills : Efficient Multi-tasker, Time mgmt. Expertise, Thrives in a fast-paced environment, professional demeanor, high energy and likes to be challenged, Mac OS-X and MS Windows, MS Office Proficient, Business correspondence.

Description :

    1. Ensured regulatory compliance with the State, Federal and Securities & Exchange Commission guidelines including producer licensing, New York State Regulation 60 disclosures, 1035 exchanges.
    2. Consistently achieved and surpassed demanding monthly corporate objective production goals by 102% - 114%.
    3. Managed various projects which included but not limited to manual writing, completed personal biannual and yearly evaluations for salary increase consideration and expedited the receipt of incoming checks for variable and fixed annuities while processing up to 5 times the usual volume during income tax season.
    4. Designated as primary trainer for new associates while instilling confidence in their ability to handle job responsibilities.
    5. Promoted team building through mentoring, scheduled and conducted team meetings including taking informal minutes.
    6. Ability to complete multiple functions effectively and accurately while maintaining a professional demeanor under demanding business situations.
    7. Performed quality control, reviewed legal documents to ensure proper authority existed for transacting business and coordinated celebratory office functions.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
BS In Accounting Principles

New Business Analyst Resume

Summary : As a New Business Analyst, responsible for Conducting compensation research to ensure the business is being submitted through the broker/dealer and determine if corrective action involving the representative/managing partner is necessary.

Skills : Management, Business Development, Strategy, Marketing, Process Improvement, Operations. Business: Business Management, Strategy, Marketing, Business Start-Up Development, Enterprise Management Systems, Project Management.

Description :

    1. Responsible for receiving, interpreting, screening and prioritizing documents in order to submit to various insurance carriers for new business case submissions.
    2. Kept track of received data and source documents.
    3. Prepared and sorted source documents, and identified and interpreted data for case submissions according to carrier guidelines.
    4. Contacted preparers of source documents to resolve questions, inconsistencies, missing data, and/or missing documents needed to timely and efficient case submission.
    5. Confirmed accuracy of data received.
    6. Compared data entered with source documents to detect errors.
    7. Compiled, sorted, and verified accuracy of data and documents to be submitted to the carrier; advised in establishing and maintaining proficient record management system.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Environmental Sustainability

New Business Analyst Resume

Headline : Responsible for Answering incoming calls related to various products, maintenance, suitability rules, and regulations. These include compliance interpretation, problem resolution, field education, and Securian promotion.

Skills : Word, Lotus Notes, Onenote, Excel, Customer Service.

Description :

    1. Operated as a key member of the sales pursuit team.
    2. Worked with Sales and Business Development Leaders to identify and mitigate risks while controlling internal costs during business pursuit process.
    3. Developed both costing and pricing structure of $5 million to $700 million global new business deals with EDS end customers.
    4. HEMPHILL Assisted in design of a mainframe contract proposal allowing us to secure a $200 million in revenue, 3 year contract.
    5. Analyzed prospect IT budget to ensure meeting 15% savings target through best shore/outsourcing agreement.
    6. Established transparent, detailed financial models to create fact-based pursuit proposals allowing for more accurate executive review and approval.
    7. Prepared briefings and financial summaries for Business Partners, Finance/Sales Leadership to improve win rate of new logo contracts.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA

New Business Analyst Resume

Headline : A dedicated professional with more than 10 years' experience in management, underwriting processes, and account management. Seeking a career where my knowledge can be an added asset to my employer, as well as offer me the opportunity to grow professionally.

Skills : Sales, Customer Service, Management, Training.

Description :

    1. Processed, tracked, and completed all new business administrative tasks for the agency.
    2. Processed new business applications for all lines of business, AOC transactions, and 10-day free looks.
    3. Tracked new business and orders and follows up on all new business requirements.
    4. Provided new business management reports and identifies trends and issues.
    5. Completed and maintained logs and blotters.
    6. Provided general administrative assistance.
    7. Contributed to a team effort and accomplished related results as required.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Business Management