Americo Financial Life and Annuity
New Business Associate I
Americo Financial Life and Annuity, Kansas City, Missouri, United States, 64101
Americo is seeking New Business Associate I to add to our team! This role 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. Annuity may have additional client-related call responsibilities.
This position is fully in-office, hours 8-5 daily M-F and located in downtown Kansas City, MO.
Key Responsibilities
Receive and process work received via various means (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.
Actively participate in continued on-the-job learning in order to become a fully trained representative.
Various other duties based on department needs and individual capacity – reporting, quality, testing, special assignments, projects.
Handle internal phone inquiries from agent/client facing departments.
Experience and Qualifications
High School diploma or equivalent
0-2+ years of work experience in an office setting
Basic Customer Service knowledge
Proficiency with a PC, fax, copier, printer, etc.
Excellent written and verbal communications with the ability to interact with others via phone
Excellent attention to detail and organization
Preferred Skills
Knowledge or experience with Financial Suitability reviews preferred by not required
About Us Americo: We’re in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
What you’ll love about working at Americo:
Compensation : Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.
Learning and development : We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.
Work-life balance : We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a maternity leave program, along with paid STD and LTD.
Health and well-being : We commit to your health and well-being and are proud to offer comprehensive health and life insurance options, including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.
Future planning : Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.
Giving back : We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
The fun stuff : Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other’s company.
Bustling environment : Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.
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This position is fully in-office, hours 8-5 daily M-F and located in downtown Kansas City, MO.
Key Responsibilities
Receive and process work received via various means (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.
Actively participate in continued on-the-job learning in order to become a fully trained representative.
Various other duties based on department needs and individual capacity – reporting, quality, testing, special assignments, projects.
Handle internal phone inquiries from agent/client facing departments.
Experience and Qualifications
High School diploma or equivalent
0-2+ years of work experience in an office setting
Basic Customer Service knowledge
Proficiency with a PC, fax, copier, printer, etc.
Excellent written and verbal communications with the ability to interact with others via phone
Excellent attention to detail and organization
Preferred Skills
Knowledge or experience with Financial Suitability reviews preferred by not required
About Us Americo: We’re in this for life!
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
What you’ll love about working at Americo:
Compensation : Our competitive pay and robust bonus program, offered to all associates, will make you feel valued.
Learning and development : We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.
Work-life balance : We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new mothers with a maternity leave program, along with paid STD and LTD.
Health and well-being : We commit to your health and well-being and are proud to offer comprehensive health and life insurance options, including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.
Future planning : Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.
Giving back : We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.
The fun stuff : Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other’s company.
Bustling environment : Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.
#J-18808-Ljbffr