New Business Associate
About The Position
Join our New Business team and work for a company that is known for its exceptional “best in class” customer service. As a New Business Associate , you will be reviewing new applications and setting up cases for the New Business Case Managers. In this role, you will be performing quality checks and verifying agent contracting to ensure that the new business process runs smoothly. You will also be handling inbound inquiries through phone, chat and email and performing outbound reach-outs to check on the status of transfer requests. This role will also provide you with the opportunity to work on a high-performing team that values collaboration and supports each other.
Requirements
- Ability and passion to learn quickly and develop
- Excellent interpersonal skills to interact with internal and external clients
- Effective utilization of listening skills
- Ability to communicate information verbally and in writing
- General Knowledge of Nassau and the products and services we provide
- Works well in a Team environment
- Is reliable and maintains strong attendance
- Can quickly adapt in a changing environment & knows how to prioritize.
- Flexibility required to positively support the implementation of change
- Organized and Detailed-Oriented
- Has some technical experience & can navigate web-based programs effectively
- Basic problem-solving skills
- High school diploma or equivalent, associate degree preferred.
Responsibilities
- Successfully completes data entry of applications for multiple lines of business
- Sets up the case for the New Business Case Manager by reviewing all forms that were submitted for completion and accuracy
- Successfully completes first review of applications and identifies missing requirements for multiple lines of business
- Identifies cases that need special handling and/or involvement and knows how to escalate to the right person
- Knows when a case is ready to move to the next phase in the new business process & can explain the chronological order of events on a case
- Identifies and prepares cases that are ready to request funds from other financial institutions
- Successfully Performs the initial producer verification and understands the distribution model
- Performs outgoing reach-outs for status of funds through email & Phone
- Can review incoming requirements through fax and/or email and successfully directs the work item(s) to the appropriate area/person for processing
- Can handle basic inquiries on status of applications through phone, email, and chat.
- Handles Open Enrollment and Straight Through Processing for our Medicare Supplement line of business.
- Organize tasks and prioritize items based on level of importance
- Understands and supports corporate initiatives and distribution relationships as they impact the issuance and servicing of products.
- Support the day-to-day Quality of Business strategy by identifying and reporting any inconsistencies or discrepancies identified during the New Business Process
- Productivity and quality goals must be achieved: requires focus on managing daily workload, emphasis on time management and quality standards
- Adherence to company policies and procedures; especially those relating to regulations and controls
- Must maintain appropriate attendance
- Perform other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
