New Business Associate - Insurance Ops & Compliance

Amerilife Group, LLC; Wheaton (IL); On-site; USD 58,000 - 78,000; Full time

Benefits offered by this job

PTO

Medical insurance

Dental insurance

Vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife Group, LLC is seeking a detail-oriented New Business Associate to join the team in Wheaton, IL. The role focuses on efficiently processing new client applications, ensuring accuracy and regulatory compliance throughout the lifecycle.

Responsibilities include reviewing applications, verifying documents, data entry, and collaborating with advisors and internal teams to streamline processes. A bachelor's degree in finance or related field is required, with strong communication skills and

Qualifications

• Bachelor's degree in finance, business administration, or a related field.
• Previous experience in processing, financial services, or a similar role preferred.
• Strong attention to detail and accuracy in data entry and document verification.
• Excellent communication skills, both written and verbal.
• Ability to work independently and collaboratively in a fast-paced environment.
• Proficiency in Microsoft Office suite and experience with investment management software preferred.
• Knowledge of regulatory requirements related to investment processing is a plus.
• Commitment to maintaining confidentiality and handling sensitive information with discretion.
• Previous experience in the technology, software, or professional services industries preferred.
• Familiarity with sales methodologies such as consultative selling, solution selling, or challenger sales preferred.
• Experience working with cross-functional teams and managing complex sales cycles preferred.
• Knowledge of relevant industry regulations and compliance requirements preferred.

Responsibilities

• Reviewing new client applications for completeness and accuracy.
• Verifying supporting documentation, such as identification, financial statements, and legal agreements.
• Inputting applicant information into the company's portal accurately and efficiently.
• Communicating with advisors to clarify information, request additional documents, or provide updates on application status.
• Collaborating with internal teams, including financial advisors, compliance officers, and client services representatives, to facilitate the application process.
• Ensuring compliance with regulatory guidelines and internal policies throughout the application processing cycle.
• Maintaining accurate records of application status, correspondence, and decisions made.
• Providing exceptional customer service to advisors by addressing inquiries and concerns promptly and professionally.
• Identifying opportunities for process improvements to enhance efficiency and effectiveness.

Skills

Data entry

Attention to detail

Communication skills

Independent worker

Education

Bachelor's degree

Tools

Microsoft Office

Investment software

Job description

AmeriLife Group, LLC is seeking a detail-oriented New Business Associate to join the team in Wheaton, IL. The role focuses on efficiently processing new client applications, ensuring accuracy and regulatory compliance throughout the lifecycle.

Responsibilities include reviewing applications, verifying documents, data entry, and collaborating with advisors and internal teams to streamline processes. A bachelor's degree in finance or related field is required, with strong communication skills and