New Business Associate I

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.

Preferred Qualifications

• Prior experience in insurance, financial services, or new business operations.
• Experience working with policy administration or workflow systems.

Pay

Competitive pay and robust bonus program.

Benefits

• Comprehensive, paid training program.
• Generous paid time off; begin accruing hours monthly, increase with tenure; over three weeks annually plus 11 paid company holidays.
• Maternity and parental leave program.
• Paid STD and LTD.
• Flexible benefits: PPO and HDHP medical plan options with HSA and FSA eligibility, dental and vision coverage.
• Company paid life insurance, disability coverage.
• Confidential EAP.
• Wellness program, comprehensive health resources, corporate fitness discounts.
• 401(k) plan with employer matching.
• Tuition reimbursement programs.
• Opportunities to volunteer and donate to local organizations (Ronald McDonald House, Hope Lodge, American Red Cross, Harvesters, etc.).
• Participation in Kansas City Corporate Challenge, Royals Party at the K, Holiday Party, in-office events with local vendors.
• Complimentary paid parking near downtown Kansas City office.

Schedule

Monday – Friday, 8:00 AM – 5:00 PM, on site at our downtown Kansas City, MO office location.