More jobs:
New Business Associate
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2026-02-08
Listing for:
Americo Financial Life and Annuity
Full Time
position Listed on 2026-02-08
Job specializations:
-
Customer Service/HelpDesk
Bilingual, Customer Service Rep -
Business
Job Description & How to Apply Below
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.
- 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
- 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
Position Requirements
10+ Years
work experience
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