New Business Representative

About the role

The New Business department is responsible for onboarding life and annuity policies and managing new business administrative processes within established guidelines and service level expectations. 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.

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.
• Aid with additional departmental needs, including reporting, quality reviews, testing, and special projects.

Requirements

• Detail-oriented with strong attention to accuracy and deadlines.
• Demonstrated ability to prioritize tasks with 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.
• Able to work effectively in a team environment.

Qualifications

• Associate degree or equivalent combination of education and relevant experience.

Preferred Qualifications

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

About Us

We’re in this for life! 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!

Compensation

What You’ll Love About Working at Americo:

• A competitive pay and robust bonus program, offered to all associates.
• A comprehensive, paid training program for learning and development.
• A generous paid time off policy, with over three weeks of paid time off annually and 11 paid company holidays.
• A maternity and parental leave program, along with paid STD and LTD.
• A variety of health and well-being benefits, including PPO and HDHP medical plans with HSA and FSA eligibility, dental and vision coverage, company-paid life insurance, disability coverage, a confidential Employee Assistance Program (EAP), a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching.
• A 401(k) with a company match.
• Tuition reimbursement programs to further your education.
• Support for local organizations through donations and volunteering.
• Fun activities like the Kansas City Corporate Challenge, Royals Parties, Holiday Parties, and in-office events with local vendors.

Future Planning

• Americo offers a 401(k) with a company match.
• We have tuition reimbursement programs to further your education.
• We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more.
• Our associates volunteer their time and donate money alongside the company to make a difference in our community.

Work-Life Balance

We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays!

Health and Well-being

• Flexible benefits designed to support you and your family, with high quality coverage and meaningful company contributions.
• Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, along with dental and vision coverage.
• Company-paid life insurance, disability coverage, a confidential EAP, a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching.

Community Involvement

• We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more.
• Our associates volunteer their time and donate money alongside the company to make a difference in our community.