New Business Associate I

SUMMARY 

Responsible for day to day new business workflow including pre-scrubbing applications and data entry. 

ESSENTIAL DUTIES AND RESPONSIBILITIES 

•    Administrative Support Functions

•    New Business Processing:  Enter applications into the system; Scan applications and attach to the internal contact management system; Fax applications to home offices in accordance with company practices and procedures; Quality check the work; Communicate issues and problems to supervisor for review.  This position requires a lower level of communication with agents and internal marketers than the New Business Associate II position.

•    Sweeps: Follow department schedule for collecting new business information from carrier websites; When necessary create new business screens for applications that were sent direct to the carriers and attach copies of applications when available. Alert Supervisor to all issues related to carrier sites.

•    Communication: Communicate issues and or problems and report to supervisor for review; Make outreach by email or phone to agents and uplines to collect outstanding/incomplete data as directed by supervisor.

•    95%Special Projects:  Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales; Assists with special projects/assignments as requested by members of management.  

•    5%Performs other duties as assigned by management. * 

•    These tasks do not meet the Americans With Disabilities Act definition of essential job functions and are usually less than 5% of time spent.  However, these tasks still constitute important performance aspects of the job. 

QUALIFICATIONS 

EDUCATION / EXPERIENCE 

High School Diploma or GED with a minimum of one (1) year general insurance industry or related field (financial services, marketing, business-to-business customer service or call center) experience 

Strong verbal and written proficiencies of the English language 

Bilingual (Spanish and English) 

SKILLS 

Working knowledge of insurance services industries. 

Knowledge of the general industry procedures, practices and terminology. 

Knowledge of insurance product lines. 

Skill in identifying problems and problem resolution. 

Skill in working effectively with other company departments, internal marketing staff, home office personnel and agents. 

Skill in negotiating and problem solving to resolve internal and external conflicts. 

Skill in the use of office equipment including computer, fax, printer, scanner, telephone system, etc. 

Skill in maintaining effective working relationships with all customers, employees and the general public. 

Proficient computer skills (Microsoft Suite, MS Outlook software preferred). 

Ability to communicate effectively, both orally and in writing, in a constructive manner. 

Ability to approach and communicate with a wide range of personalities in a professional and courteous manner. 

Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations. 

Ability to engage in effective interpersonal interaction, verbal communication and written communication. 

Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests. 

Ability to read, write and communicate English effectively. 

Ability to maintain all company policies, including all confidentiality and safety policies. 

Ability to actively contribute to team effort. 

Ability to work independently and exercise independent judgment. 

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