New Business Associate I
This is a full-time, on-site position located in downtown Kansas City, MO. Schedule: Monday – Friday, 8:00 AM – 5:00 PM.
About the role
The New Business department is responsible for onboarding life and annuity policies and managing administrative processes aligned with established service levels and guidelines. This role supports internal agent and client-facing departments and plays a key role in processing applications, handling inbound inquiries, and ensuring timely and accurate policy issuance within established guidelines and service level expectations.
Responsibilities
- Receive and process work via telephone, email, and other electronic methods.
- Index and submit application data into AWD, APNG, NBU, and NBUW systems.
- Review applications, make decisions, and take appropriate actions to issue, close, and process funding sources within service standards.
- Communicate with agents during routine policy processing.
- Handle internal phone inquiries from agent and client-facing departments.
- Assist with additional departmental needs, including reporting, quality, testing, special assignments, and projects.
Requirements
- Detail-oriented with strong attention to accuracy and deadlines.
- Ability to prioritize tasks effectively while managing competing deadlines.
- Computer proficiency with willingness to learn new systems.
- Strong organizational skills.
- Professional phone etiquette and customer service skills.
- Typing speed of at least 40 words per minute.
- Ability to work effectively in a team environment.
- Associate degree or equivalent combination of education and relevant experience.
Qualifications
- Prior experience in insurance, financial services, or new business operations (preferred).
- Experience working with policy administration or workflow systems (preferred).
About Us
The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!
Benefits
- Competitive pay and robust bonus program for all associates.
- Comprehensive, paid training program and ongoing talent development opportunities.
- Generous paid time off (over three weeks annually) plus 11 paid company holidays; accrual increases with tenure.
- Maternity and parental leave program, along with paid short-term and long-term disability.
- Flexible health benefits: PPO and HDHP medical plan options with HSA and FSA eligibility, dental, and vision coverage.
- Company-paid life insurance and disability coverage.
- Confidential Employee Assistance Program (EAP) and wellness program with corporate fitness discounts.
- 401(k) plan with employer matching.
- Tuition reimbursement programs.
- Community involvement: company-supported volunteer opportunities and donations to local organizations (e.g., Ronald McDonald House, Hope Lodge, American Red Cross, Harvesters).
- Team-building events: Kansas City Corporate Challenge, Royals Party at the K, legendary Holiday Party, and in-office events with local vendors.
- Convenient downtown Kansas City location with complimentary paid parking near the office.