New Business Representative I

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.

Key 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.

Required Qualifications

• 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.
• 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

Americo: 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, starting with over three weeks annually and increasing with tenure.
• A maternity and parental leave program, along with paid STD and LTD.
• High-quality medical, dental, and vision coverage with HSA and FSA eligibility.
• Company-paid life insurance, disability coverage, a confidential Employee Assistance Program (EAP), a wellness program, corporate fitness discounts, and a 401(k) plan with employer matching.
• Tuition reimbursement programs to further your education.
• Support for local organizations through donations and volunteering.
• Fun workplace activities like the Kansas City Corporate Challenge, Royals Party at the K, and in-office events with local vendors.
• A bustling environment in downtown Kansas City, with convenient parking and proximity to restaurants and attractions.