Job Description
Responsibilities include:
- Scan and process new applications, contract changes, and informal inquiries.
- Coordinate underwriting requirements by interacting with agents, staff, and underwriters/case managers
- Handle initial and downstream accounting entries related to the new business process
- Process policy delivery requirements and other notifications to agents.
- Provide excellent day-to-day customer service to agents, clients, and management, either over the phone, in person, or through electronic communication
- Oversee and maintain day to day operations of the office
- Manage workspace, access, and act as point of contact for building management and office communications
- Maintain office supplies, forms, equipment
- Respond to ad-hoc requests
- Other office duties as assigned
Requirements:
- Associates, or Bachelor’s degree preferred, or equivalent years of related experience
- The ideal candidate should have 2-5 years of life insurance new business processing and related office management experience.
- Candidates must have a professional appearance, excellent phone and customer service skills
- Excellent organizational skills and attention to detail
- Ability to prioritize and manage multiple tasks
- Computer skills and working knowledge of Microsoft Office are a must
Job Tags
Full time, Contract work,