New Business Associate I
Americo Financial Life and Annuity, Kansas City, Missouri, United States, 64101
Overview
Job Summary: We are currently looking for a New Business Associate 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. 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 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
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Job Summary: We are currently looking for a New Business Associate 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. 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 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
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