Scan and process new applications contract changes and informal inquiries.
Coordinate underwriting requirements by interacting with agents staff and underwriters/case managers
Handle initial and downstream accounting entries related to the new business process
Process policy delivery requirements and other notifications to agents.
Provide excellent day-to-day customer service to agents clients and management either over the phone in person or through electronic communication
Oversee and maintain day to day operations of the office
Manage workspace access and act as point of contact for building management and office communications
Maintain office supplies forms equipment
Respond to ad-hoc requests
Other office duties as assigned
Requirements:
Associates or Bachelors degree preferred or equivalent years of related experience
The ideal candidate should have 2-5 years of life insurance new business processing and related office management experience.
Candidates must have a professional appearance excellent phone and customer service skills
Excellent organizational skills and attention to detail
Ability to prioritize and manage multiple tasks
Computer skills and working knowledge of Microsoft Office are a must
Required Experience:
IC
We are seeking an enthusiastic individual to join our team as a life insurance new business coordinator/office manager in our Garden City office. This role will be responsible for overseeing the administrative operations of the office location and in handling all aspects of life new business process...