Job Title. New Business Specialist. Assignment Duration. 6 months. Location. Reno, Nevada 89502. Pay Rate. $29.56. Basic Purpose. Processes all Rule 9 distribution contracts and payments and sets up all new billing accounts for Company. Administers the work management system and related databases to ensure delivery of service commitment. Essential Duties and Responsibilities. Prepares, tracks, and administers work order packages and drawings for ...
Overview. Reviews and accurately processes life, health and annuity applications utilizing various administrative systems. Investigates reason codes and determines if underwriting requirements are met. Approves applications within the limits of authority level, and coordinates workflow of cases outside authority limits to underwriters for final disposition. Completes appropriate transactions, and thoroughly reviews and validates output to ensure ...
About DPL. At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded in 2014 by financial services leader David Lau, is bringing new products and innovative technology to market for financial advisors and their clients. DPL's Commission-Free insurance platform provides registered investment advisors (RIAs) ...
About DPL. At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded in 2014 by financial services leader David Lau, is bringing new products and innovative technology to market for financial advisors and their clients. DPL's Commission-Free insurance platform provides registered investment advisors (RIAs) ...
About DPL. At DPL Financial Partners, we are driven by helping people achieve financial success through modernizing insurance and annuities. The FinTech world is on fire and DPL Financial Partners (DPL) founded in 2014 by financial services leader David Lau, is bringing new products and innovative technology to market for financial advisors and their clients. DPL's Commission-Free insurance platform provides registered investment advisors (RIAs) ...
New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards. Job Duties and Responsibilities. (Essential Job Functions). Common job activities are listed below. actual position responsibilities may vary. Refer to your manager or human resources for specific du...
Megastar Advisors specializes in providing comprehensive marketing solutions and back-office support to agents in the financial planning industry. Are you an experienced, highly organized, and upbeat professional with a passion for delivering exceptional client experiences. If so, we invite you to explore an exciting opportunity as a New Business Specialist with our dynamic team. As a New Business Specialist, you will serve as a crucial liaison b...
Megastar Advisors specializes in providing comprehensive marketing solutions and back-office support to agents in the financial planning industry. Are you an experienced, highly organized, and upbeat professional with a passion for delivering exceptional client experiences. If so, we invite you to explore an exciting opportunity as a New Business Specialist with our dynamic team. As a New Business Specialist, you will serve as a crucial liaison b...
