New Business Representative I
Americo Financial Life and Annuity, Kansas City, Missouri, United States, 64101
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
Typing speed of at least 40 wpm
Ability to work in a team environment
2 year degree or years of relevant experience
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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
Typing speed of at least 40 wpm
Ability to work in a team environment
2 year degree or years of relevant experience
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