New Business Associate II

7 days ago

Kansas City, Missouri, United States Americo Services Inc Full time $40,000 - $80,000 per year

New Business Representative I

Job Summary

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
  • 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
AMERICO

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