Annuities, Business Processes, Computer Skills, Customer Relations, Detail Oriented, Establish Priorities, Funding, Onboarding, Organizational Skills, Software Administration, Team Player, Time Management, Typing
New Business Representative I
Job Summary
We are currently looking for a New Business Representative to join our team! Our New Business department is responsible for onboarding life/annuity policies and handling other New Business related administrative processes within the established guidelines and service levels. This role provides for the handling of inbound calls from internal agent/client-facing departments in support of application processing. New Business Annuity may have additional client-related call responsibilities.
Key Responsibilities
- Receive and process work received via telephone, email and other electronic methods
- Index and Submit application data into AWD, APNG, NBU, and NBUW.
- Review, make decisions and take appropriate actions to issue/close and process funding sources within acceptable time service standards.
- Communicate with Agents as needed during routine policy processing
- Handle internal phone inquiries from agent and client facing departments
- Various other duties based on department needs including reporting, quality, testing, special assignments, and/or projects
Experience and Qualifications
- Detail-oriented with a strong attention to deadlines
- Ability to prioritize tasks with competing deadlines
- Computer proficiency and willingness to learn new systems
- Excellent organizational skills
- Exceptional phone etiquitte
- Typing speed of at least 40 wpm
- Ability to work in a team environment
- 2 year degree or years of relevant experience
A
Americo Financial Life and Annuity