New Business Associate I
Americo Financial Life and Annuity
Kansas City, MOFresher55m agovia LinkedIn
About the Role
The New Business Associate I will join Americo's expanding team, supporting the New Business department in onboarding annuity policies and managing administrative processes. This role is on-site in downtown Kansas City, MO, with hours from Monday – Friday, 8:00 AM – 5:00 PM.
Key Responsibilities
- Receive and process work via telephone, email, and other electronic methods.
- Index and submit application data into AWD, APNG, NBU, and NBUW systems.
- Review applications, make decisions, and take appropriate actions to issue, close, and process funding sources within service standards.
- Communicate with agents during routine policy processing.
- Handle internal phone inquiries from agent and client-facing departments.
- Assist with additional departmental needs, including reporting, quality, testing, special assignments, and projects.
Requirements & Tech Stack
- Computer proficiency with willingness to learn new systems.
- Detail-oriented with strong attention to accuracy and deadlines.
- Ability to prioritize tasks effectively while managing competing deadlines.
- Strong organizational skills.
- Professional phone etiquette and customer service skills.
- Typing speed of at least 40 words per minute.
- Ability to work effectively in a team environment.
Qualifications
- Associate degree or equivalent combination of education and relevant experience.
Preferred Qualifications
- Prior experience in insurance, financial services, or new business operations.
- Experience working with policy administration or workflow systems.