New Business Transfer Follow Up

About the role

The New Business Transfer Follow-Up role involves making outbound calls to external transfer companies to update the status of new business cases. This position demands accuracy in documentation, effective communication, and the ability to work independently.

Responsibilities

• Make outbound status calls to carriers/transfer companies and clearly communicate next steps.
• Document call outcomes accurately and efficiently in required systems.
• Navigate multiple systems and follow established procedures and job aids.
• Follow up on outstanding information and request missing items as needed.
• Proactively communicate issues, trends, or improvement opportunities to management.
• Participate in team problem-solving, process improvement, and cross-training.
• Adapt to workflow changes and manage time effectively to maintain steady productivity.

Qualifications

• A high school diploma or equivalent is required.
• One or more years of work experience is preferred.
• Ability to work independently, stay focused, and meet daily metrics in a fast-paced environment.
• Strong attention to detail and comfort working across multiple systems.
• Clear verbal and written communication skills, including the ability to escalate issues appropriately.
• Strong interpersonal skills and willingness to learn new tasks and processes.

Job Type & Location

This is a Contract to Hire position based out of West Des Moines, IA.

Pay and Benefits

The pay range for this position is $18.00 - $22.00/hr. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: Medical, dental & vision, Critical Illness, Accident, and Hospital, 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available, Life Insurance (Voluntary Life & AD&D for the employee and dependents), Short and long-term disability, Health Spending Account (HSA), Transportation benefits, Employee Assistance Program, Time Off/Leave (PTO, Vacation or Sick Leave).

Requirements

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment.

About TEKsystems

We are a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We are a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We are strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We are building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.