Job Description

• 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

• 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

Similar Jobs