Please email resumes to recruiting@ufc.bz or fax to 727-279-2894.

Duties & Responsibilities:

• Responsible for reviewing and processing insurance and annuity applications in a timely manner as they are received. Builds and maintains relationships with agents and insurance carriers to ensure repeat business and quick processing of applications submitted. Ensure that new applications flow smoothly through to issue and that any outstanding requirements are fulfilled quickly. Provide communication to agents and assist in other activities such as answering calls, running term quotes, providing forms/documents when requested and answering product/carrier specific questions.

Detailed Summary of Duties:

• Manage client cases from start to finish; perform out-bound follow-ups and communicate with partner insurance companies to ensure timely and accurate approvals for clients.
• Ensure timely follow-up of all cases through use of Command Center and case reports.
• Submit cases to carriers and make sure that all required information is provided to the carriers. Maintain accurate and complete case data in Agency Works.
• Keep agents informed as to the status of cases submitted.
• Run term quotes for agents to assist them in selecting the best term products for their clients.
• Field basic inquiries from agents regarding the products we sell and the carriers we work with.
• Email agents paperwork as requested, schedule outstanding requirements for agents/clients.
• Answer company phones as-needed.
• Communicate with contracting & licensing to ensure that agents who write business are appointed with carriers.
• Solve problems for agents and carriers when requirements or information are missing.

Performance Metrics:

• Maintain a minimum of 100 cases each week, ensure that follow-up on each case is done promptly.
• Provide outstanding customer service to encourage repeat business from agents.
• Build and maintain a good rapport with agents, underwriters, and new-business associates at carriers.
• Maintain high-level of confidentiality/discretion when working with sensitive information.
• Maintain excellent communication skills with many levels of clientele, both internal and external. Maintain an excellent phone/email demeanor at all times.
• Maintain a strong work-ethic and positive attitude, even in times of stress.
• Be able to prioritize work based on business need.
• Provide adequate phone support for all calls that come in to the company, both underwriting/new business and general inquiries.

CAREERS AT UFC

Insurance is an important part of a sound financial plan that protects families and businesses when life changes, a business owner wants to move on to the next chapter, or a tragedy occurs. Our mission is to help advisors find the best products available in the marketplace to fill the needs of their clients. We protect what matters most.

Please email resumes to recruiting@ufc.bz or fax to 727-279-2894.