New Business Specialist
Citizens, Inc.•Austin, TX
•Onsite
About The Position
This is an administrative position that requires high attention to detail with work in a production environment requiring entry of at least 50 applications per day with minimal errors (3% or less). The New Business Specialist I is expected to be cross trained in all aspects of New Business that relate to application entry, requesting/receiving underwriting requirements, management of departmental email in box, phone calls, and policy build. The majority of all communication is done in Spanish.
Requirements
- High School diploma or equivalent
- One year of experience in a high-volume data processing role
- Bilingual in Spanish and the ability to communicate in English/Spanish (both written and verbal) in a polished, precise but friendly manner.
- Skill in high volume data processing with minimal errors
- Ability to work in multiple systems and applications.
- Ability to establish rapport and build relationships in a professional manner.
- Ability to clearly and effectively communicate and escalate issues to management.
- Ability to develop and maintain positive working relationships with internal/external stakeholders.
- Ability to operate in a fast-paced environment shaped by constant change and innovation.
- Proficient with SharePoint and Microsoft Office products, including Word, Excel, and PowerPoint.
Responsibilities
- Key, review, and prepare New Business applications
- Process 50 or more applications per day with a 3% or less error rate
- Perform daily building and mailing of all policies issued in prior daily cycle
- Maintain an excellent attendance record
- Manage departmental email inbox
- Communicate additional underwriting requirements to Independent Consultants (both written and verbal)
- Work closely with Underwriters, other specialists, and Marketing Team
- Review internal processes, procedures, and policies to provide recommendations for improvement
- Continue education in insurance professionalism
- Measure and report the Key Performance Indicators relevant to this position
Benefits
- medical
- dental
- vision
- short-term and long-term disability
- AD&D
- group term life insurance
- matching 401k
- Virtual Visits
- Employee Assistance Program
- generous Paid Time Off
- holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
