New Business Representative

3 weeks ago

Miami, United States Morgan White Group Full time

The New Business Representative reports to the New Business Manager in the MWG International Division.

The position is a non-exempt, hourly role that requires fluency reading, writing, and speaking in both English and Spanish. Location may vary between Coral Gables, Florida and/or San Juan, Puerto Rico.


GENERAL JOB DUTIES AND RESPONSIBILITIES:

Process insurance new business applications for customers. This position requires strong attention to detail, and the ability to communicate specifics to clients and agents who may not understand certain insurance policies. Quick thinking and problem-solving skills also come in handy. Duties include reviewing applications to ensure all questions have been answered, compiling data need it for the underwriting process of evaluation. Responsible for maintaining compliance with Morgan White International policy issue and underwriting guidelines.

Reviewing application to ensure all questions have been answered

Compiling date need it for the underwriting process of evaluation

Responsible for maintaining compliance with Morgan White International policy issue and underwriting guidelines.

Responsible for follow up with agents’ incomplete applications in order to expedite the policy issue process and not to lose the sale.

Electronic delivery of all pertaining policy documents

Maintaining records off all policy issue correspondence on the client’s folder

Maintaining professional demeanor to include business like appearance

Demonstrate the ability to multitask and work in a fast- paced team environment.

Read and follow the Company’s policy and procedures


EXPERIENCE AND EDUCATION REQUIREMENTS:

High School Diploma or GED required; Bachelor's degree is preferred.

Must have at least 1 year of experience working in the insurance field.

Must be proficient in computer skills and have strong knowledge of Microsoft Outlook, Windows, Excel, and Word.

Must possess time management, organizational, problem solving, and customer service skills.

Must be able to work well under pressure with multiple priorities and meet deadlines.

Must be able to multitask while maintaining attention to details.

WORKING ENVIRONMENT:

Must be able to perform in a very high paced environment and professionally handle interruptions.

Must have the ability to work under minimal supervision.

Must be able to prioritize projects, work multiple projects simultaneously, and meet project deadlines.

Must possess excellent problem-solving skills and have keen attention to details.

Must demonstrate strong written and verbal communication, interpersonal, and relationship building skills.

Must be able to handle stressful situations appropriately.

Must maintain confidentiality and privacy in every aspect of the job.


JOB ESSENTIAL REQUIREMENTS:

The following are job functions that an employee must be capable of performing with or without reasonable accommodation.

Must possess excellent organization, interpersonal and communication skills

• Be fluent in English and Spanish Language

• Must demonstrate sound judgment and decision-making ability

• Must be proficient with Excel, Word, PowerPoint (Microsoft office).

• Must exercise logic and common sense when confronted by varying circumstance or conditions not covered by established practices or procedures.

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