We are looking for someone to support the data entry and policy package assembly processing of incoming New Business submitted via a third-party distribution channel.

Primary duties of the role include entering newly received applications into systems, communicating and collaborating with other parts of the company to include our distribution partners, and resolving not in good order issues.

Daily processing in this role includes performing tasks such as maintaining records, data entry, running reports, indexing, and imaging.

Additional responsibilities may include researching, auditing requests, processing work and / or retrieving data or correspondences from files as requested within an appropriate time frame.

Supports department and follows organization and department procedures to complete tasks in a timely manner. Has knowledge of commonly-used concepts, practices, and procedures within a particular field.

Is proficient in multi-tasking and prioritizing work responsibilities.

REMOTE POSITION

year of life insurance experience required

life insurance operations experience HIGHLY preferred

Must be advanced in : Microsoft Office (Word, Excel, Outlook and Teams).

Must have strong written and verbal communication skills. Strong writing skills are a must!

Highly skilled with technology and business systems, must be able to manage multiple applications and windows at the same time.

Ability to think outside the box

Results driven, problem solver with a meticulous attention to detail

Must be able to multi-task and work in a fast-paced, high pressure environment

Ability to contribute to a positive work environment by acting as a team player and assisting others in meeting service standards

Flexible and adaptable to changing priorities and competing demands

Demonstrates a sense of urgency in all interactions and prioritizes work effectively

Knows the customer well and demonstrates superior customer service skills

Respectful of others; attentive to their ideas, concerns and time

The Ideal Qualifications

years of life insurance experience highly preferred

College degree preferred with a concentration in business, finance or technology

Possesses a passion for continuous improvement and the customer experience

Additional details :

Job duties include : Process and data entering new business applications.. Provide customer service to our internal business teams and external field partners.

May perform lead worker duties such as assist in training, answer questions from less experienced staff members.

Must be technical saavy and able to use multiple applications and windows. Must be advanced in : Microsoft Office (Word, Excel, Outlook and Teams).

Must have strong written and verbal communication skills. Strong writing skills are a must.

If candidates have experience with Life Insurance, Property and Casualty, or Carrier health insurance experience HIGHLY preferred.

MS Office; Exchange

EEO :