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New Business Representative



FLSA: ?Nonexempt

Position Summary: Review, code and issue New Business applications and provide telephone assistance for agents and other internal and external customers.


? ?Reviews new applications for correct forms for state and product, product specifications, replacement transactions and regulatory compliance by state, agent licensing review for state written and existing insurance review.


? ?Phones- assist agents by providing New Business status, policy information and delivery requirements


? ?Provide proper documentation to policy files and basic underwriting guidelines/knowledge


? ?Provide general product information and agent training support




? ?High school graduate or equivalent


? ?Proficient typing skills with high accuracy


? ?Working knowledge of Microsoft Word and Excel


? ?Good verbal and written communication skills


? ?Ability to work effectively in a team setting with minimal oversight


? ?Strong attention to detail




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