New Business Associate I

Americo Financial Life and Annuity; Missouri; On-site; USD 42,000 - 65,000; Full time

Job summary

Americo Financial Life and Annuity seeks a full-time New Business Associate I to support onboarding life and annuity policies. This on-site role in downtown Kansas City MO handles policy issuance and inquiries, with data entry into AWD APNG NBU and NBUW systems and collaboration across teams.

Responsibilities include processing applications, communicating with agents, and assisting with reporting and special projects. Associates must be detail-oriented, organized, and technically adept.

Qualifications

• Detail oriented with strong accuracy and deadlines.
• Able to prioritize tasks with competing deadlines.
• Proficient with computers and learning new systems.
• Strong organizational skills.
• Professional phone etiquette and customer service.
• Typing speed of at least 40 words per minute.
• Ability to work effectively in a team.
• Associate degree or equivalent combination of education and relevant experience.

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 issue funding sources within standards.
• Communicate with agents during routine policy processing.
• Handle internal inquiries from agent and client facing departments.
• Assist with reporting, quality reviews, testing and special projects.

Skills

Detail orientation

Time management

Team collaboration

Customer service

Typing 40 wpm

Phone etiquette

Willingness to learn

Education

Associate degree

Tools

AWD APNG

NBUW

Job description

Americo is hiring a full time New Business Associate I to join our expanding team.

The hours for this position are Monday Friday 800am 5:00pm on site at our downtown Kansas City MO office location.

Overview: The New Business department is responsible for onboarding life and annuity policies and managing new business administrative processes within established guidelines and service level expectations. This role supports internal agent and client facing departments and plays a key role in processing applications, handling inbound inquiries and ensuring timely and accurate policy issuance.

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 reviews, testing and special projects.

Required Qualifications

• Detail oriented with strong attention to accuracy and deadlines.
• Demonstrated ability to prioritize tasks with competing deadlines.
• Computer proficiency with willingness to learn new systems.
• 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.
• Associate degree or equivalent combination of education and relevant experience.

Preferred Qualifications

• Prior experience in insurance, financial services or new business processing.
• Experience working with policy administration or workflow systems.

About Us

Americo: Were in this for life. The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, its the people who make things work so we hope you join us.

What You’ll Love About Working at Americo

Compensation: Our competitive pay and robust bonus program offered to all associates will make you feel valued.

Learning and development: We prepare you for success with a comprehensive paid training program. Additionally our Talent Development team creates various development opportunities for associates at every stage of their careers.

Work life balance: We value work life balance with our generous paid time off; you begin accruing hours every month and they increase with tenure. All new hires earn over three weeks of paid time off annually plus 11 paid company holidays. We also support new parents with a maternity and parental leave program along with paid STD and LTD.

Health and well being: We are committed to your health and are pleased to offer flexible benefits designed to support you and your family with high quality coverage and meaningful company contributions. Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, dental and vision coverage, company paid life insurance disability coverage, confidential EAP, wellness program, comprehensive health resources, corporate fitness discounts and a 401k plan with employer matching.

Future planning: Americo offers a 401k with a company match. We also have tuition reimbursement programs to further your education.

Giving back: We support several local organizations such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.

The fun stuff: Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally we host events like a Royals Party at the K, a legendary Holiday Party and in office events with local vendors to allow associates to step away from work and enjoy each others company.

Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City within walking distance of your favorite restaurants and attractions. Plus youll receive complimentary paid parking near our Americo offices downtown parking is a premium but weve got you covered.