New Business Associate

Summary: The New Business Associate supports all the activities related to processing new business submitted through the agency, including training, processing, and follow up. 

Key Responsibilities:

• New Business Processing for National Life, LSW, and other NL partners to include:
  • Process and track APS requests
  • Track all new cases for the agency on the Pending New Business Report
  • Contract service issues
  • Policy changes
  • Order requirements
  • Underwriting communications
  • Follow up on delivery requirements
  • Pending/paid business tracking and reporting
  • Transfer follow up
  • Communicate with producers regarding client service issues
• Keep agents up to date on their cases in underwriting
• Facilitate communication between our Home Office and agents regarding their pending cases and servicing requests
• Distribute and track conversion emails
• Oversee office lobby
• Any other duties as requested

Requirements:

• In-Office position; must be able to commute to Southlake, TX Monday-Friday, 8:00am – 4:30pm
• Entry-Level Position
• Strong verbal and written communication skills
• Excellent interpersonal skills with ability to interact with multiple levels of producers, Home Office employees, and management
• Displays a high level of initiative, effort, and communication towards completing assignments efficiently and in a timely manner; works with minimal supervision
• Able to prioritize, handle multiple assignments from multiple requestors; able to adapt to shifting priorities
• Demonstrates a commitment to quality and attention to detail
• Possess strong computer skills such as Excel and Microsoft office
• Ability to work effectively as a team member with other employees and field producers
• Ability to pass a background check
• Ability to study and pass the Texas Life, Health, and Accident licensing exam within first 90 days of employment

 TC130058(1122)1

To Apply, Email Your Resume to EWagner@NLGroupMail.com.