Position: New Business Support Specialist Part Time Department: Life Operations Reporting to: Life Operations Manager Location: Topeka KS Onsite Overview: AE is currently seeking a highly organized and detailoriented New Business Support Specialist to join our Life Operations team on a parttime basis. The New Business Support Specialist will play a critical role in supporting the Life Operations team by managing communications processing service requests and ensuring the smooth handling of daily operational tasks. This position involves overseeing multiple operation inboxes processing incoming life insurance documents and assisting with reporting to maintain operational excellence. This role provides a unique opportunity to enhance the efficiency and success of our operations team while offering a flexible parttime schedule that may better suit your needs. What youll do: - Process life insurance documents and premium payments efficiently.
- Manage multiple operational inboxes and incoming faxes.
- Sort log and distribute incoming mail; assist with scanning and preparing outgoing mail.
- Act as a backup liaison between insurance carriers and advisors facilitating the retrieval of policy information as needed.
- Assist with reporting in Agency Integrator and contribute to special projects as directed by leadership.
- Crosstrain to provide support for life application processing and contracting/licensing functions as required.
Experience youll bring: - 12 years of administrative experience.
- Strong knowledge of MS Office (Word Excel Outlook)
- Excellent communication skills.
- Ability to engage with diverse personalities and staff levels.
- Analytical problemsolving and decisionmaking abilities.
- Independent and teamoriented work ethic.
- Ability to take initiative.
- Effective time management in a fastpaced setting.
- Detailoriented motivated dependable and flexible.
Bonus Points: - 12 years related life insurance experience
- Bachelors degree
What youll get: - Access to an onsite caf and gym
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored eventsand more!
Who We Are: Advisors Excel is a fast paced innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing our end goal is to help continually grow advisors businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you then what are you waiting for We want you to join our team! Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here as an inclusive workplace our employees are always comfortable bringing their true selves to our offices daily. #LIRH
| Required Experience:
Unclear Seniority