Job Description

Provide administrative support and perform administrative tasks within the defined Service Level Agreements (SLA\xe2\x80\x99s) and comply with regulatory requirements. Effectively communicate with producers and other team members. Promote and follow company and department policies and procedures. Provide a positive example of professionalism and exceptional work ethics. Duties and Responsibilities

• Print and assemble life policies and annuity contracts, prepare shipping request for mailing, and update all systems with date mailed and delivery requirements.
• Draft cover letter for and mail Notice of Replacement or other required documentation within the defined time frame and update all systems with mailed date.
• Draft cover letter for and mail transfer paperwork, prepare shipping request for mailing and update all systems with mailed date.
• Compile and mail withdrawal, decline and NTO letters with any refund check, prepare shipping request for mailing and update all systems with mailed dated.
• Order and manage supplies required for policy assembly.
• Log into department phone queue daily.
• Escalate exceptions and/or matters of concern to Lead or Supervisor.
• Successfully complete required LOMA courses (281 and 291) within first 2 years of employment.

Education and Experience

• High school degree and some college experience, or minimum of three years experience in life and annuity new business, or have previously performed with accuracy other job duties of new business.
• Successfully complete all required company training (i.e. HIPPA, AML, etc.).
• Good written and oral communication and interpersonal skills.

Job Type: Full-time Pay: $15.40 - $18.25 per hour Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• life insurance: 1 year (Preferred)
• annuities: 1 year (Preferred)

Work Location: One location

• Health insurance