New Business Specialist II - Life & Annuity Processing

AAA Life Insurance Company; Oregon; Ibrido; USD 52.000 - 76.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical insurance

Dental coverage

Vision coverage

Life and Disability coverage

401k with company match

Holidays and PTO

AAA Basic Membership

Descrizione del lavoro

AAA Life Insurance Company in Oregon is seeking a New Business Professional to process life and annuity applications, review confidential documents, and ensure accuracy to minimize turnaround time and maximize customer satisfaction. You will input data, process new business applications, generate routine reports and letters, and handle inquiries from agents and members.

The role requires 1-2 years in a process-oriented customer service setting and strong data entry and MS Office skills.

Competenze

• 1-2 years’ experience in process-oriented customer service role.
• High School diploma or equivalent and some college level coursework required.
• Strong Computer and Data Entry skills.
• Proficient with MS Office software.
• Experienced with internet-based systems.
• Excellent Verbal and Written Communication skills.
• Able to review data/documents for accuracy and consistency; follow procedures closely.

Mansioni

• Review confidential documents for completion and accuracy; order medical records.
• Process life insurance and annuity applications to minimize turnaround time.
• Generate reports, correspondence and form letters for information requests.
• Review and process new applications for life insurance and annuity products.
• Handle inquiries from agents and members.
• Consult with Senior New Business Professional on complex applications.

Conoscenze

Data Entry

MS Office

Communication skills

Attention to detail

Customer service

Formazione

High School diploma or equivalent

Descrizione del lavoro

AAA Life Insurance Company in Oregon is seeking a New Business Professional to process life and annuity applications, review confidential documents, and ensure accuracy to minimize turnaround time and maximize customer satisfaction. You will input data, process new business applications, generate routine reports and letters, and handle inquiries from agents and members.

The role requires 1-2 years in a process-oriented customer service setting and strong data entry and MS Office skills.