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Assistant Business Representative in Saint Paul, MN at Volt

Date Posted: 5/14/2019

Job Snapshot

Job Description

Assistant New Business Representative

Length of Assignment:  7 Months

Hours:  8:15 AM - 5:00 PM

Pay Rate:  $17

Location:  St Paul

Chat about this position:

What you do as an Assistant New Business Representative:

  • Review all applications and determine if plan, contract and legal requirements are met.
  • Contact financial advisers regarding missing or clarification of information provided on annuity applications.
  • Answer questions from financial advisers and internal sales team via agent support line.
  • Complete data entry of all application information into multiple administration systems.
  • Maintain and manage all pending/follow-up cases on incoming business and communicate status to financial advisers.
  • Apply funds associated with annuity contracts.
  • Work independently to prioritize work items effectively to meet service standards and client needs.
  • Work on special projects and provide backup to other associates as needed.
  • Identify, recommend and implement changes to procedures and checklists to improve effectiveness, efficiency and quality.

Required Skills:

  • Ability to learn all plan and contract details and provide service that excels.
  • Excellent verbal and written communication skills.
  • Strong attention to detail, and organizational skills.
  • Ability to work under pressure, set priorities, and meet deadlines.
  • Strong data entry skills.
  • Ability to work independently as well as in a team-oriented environment.
  • Ability to work overtime as needed.
  • Knowledge of annuity products, processes and procedures is preferred.

If you are interested in this position, please respond to this ad or send a copy of your resume to