Americo Financial Life and Annuity ยท 1 day ago
New Business Associate
Kansas City, MO
Full-time
Onsite
New Grad, Entry LevelAmerico Financial Life and Annuity is seeking a New Business Representative to join their New Business department. This role involves onboarding life/annuity policies and managing administrative processes while providing support through inbound calls from internal departments.
BankingConsultingCrowdfundingFinancial ServicesInsuranceRetirement
Responsibilities
Receive and process work received via telephone, email and other electronic methods
Index and Submit application data into AWD, APNG, NBU, and NBUW
Review, make decisions and take appropriate actions to issue/close and process funding sources within acceptable time service standards
Communicate with Agents as needed during routine policy processing
Handle internal phone inquiries from agent and client facing departments
Various other duties based on department needs including reporting, quality, testing, special assignments, and/or projects
Qualification
Required
Detail-oriented with a strong attention to deadlines
Ability to prioritize tasks with competing deadlines
Computer proficiency and willingness to learn new systems
Excellent organizational skills
Exceptional phone etiquette
Typing speed of at least 40 wpm
Ability to work in a team environment
2 year degree or years of relevant experience
Company
Americo Financial Life and Annuity
Americo Financial Life and Annuity is a financial services company that offers life insurance services.
Founded in 1946
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Mark Fallon
Senior Vice President and Chief Financial Officer
Renee Platz
Executive Assistant-CIO/Sr VP-Investments
Recent News
Company data provided by crunchbase