Life Marketing company located in Addison, TX needs 3 bilingual New Business Customer Service representatives (Data Entry)
Monday through Friday
8AM to 5PM
In office – Addison
POSITION SUMMARY: Not inclusive listing of all duties that will be required to be preformed
- Review, analyze, trouble shoot, and process incoming appointment applications for accuracy and completeness.
- Follow up (via e-mail or telephone) with life insurance agents (or their staff) on missing requirements and/or to clarify information.
- Data Enter information into proprietary home office systems.
- Submit contracting paperwork to the appropriate life insurance carriers through a variety of delivery systems.
- Track new agents processed via team tracking system
- Monitor and respond to various correspondence within Outlook
QUALIFICATIONS & EXPERIENCE: (Includes but not limited to)
- 1- 2 years' experience in a processing role, with daily production goals & quality metrics to meet
- Ability to grasp concepts quickly
- Organized, self-starter, motivated high performer
- Dependable and reliable
- Coachable
- Positive, can-do attitude
- Comfortable working in a fast-paced environment
- Highly accountable; takes ownership and drives sense of urgency
- Very detail oriented, accurate, high quality and quantity of work output
- Good problem solving and analytical skills
- Familiarity with basic math
- Excellent interpersonal skills; able to build strong relationships in the home office, and with independent insurance sales agents and their staff
- Good customer service skills
- Ability to work with different personality types and styles, in person or by phone
- Excellent written & oral communication skills (in person, e-mail and telephone)
- Proficient Computer Skills (Outlook, Excel, Word.) Type minimum 50 words per minute.
- Experience with a workflow system a plus
- Experience in the insurance industry a plus
- Bilingual Spanish
