New Business Associate

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