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.