Business Application Specialist -
Location: Clearwater
Posted on: February 25, 2021
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Job Description:
Job Overview
The New Business Application Specialist will provide outstanding
(timely, accurate, and value added) service when processing new
applications, financial transactions including investments,
transfers and redemption, and handling contract change requests
from the agent. In addition, this individual may assist with
special assignments, as needed.
Responsibilities
?Complete and process all applications for business submitted by
agents
?Ensure accuracy of information provided and all forms needed are
included when forwarded to the insurance/security agencies.
?Submit all completed in good order applications and forms to the
proper agencies.
?Follow-up on pending applications with various insurance/security
agencies and transfer companies to keep the application process
moving forward.
?Research and analyze application issues and provide problem
resolution
?Answer agents requests and respond to their needs in a timely
manner
?Additional duties and responsibilities as required by
management
Skills and Experience Needed
?2 or more years experience as a CFP's / financial advisor's
assistant OR working in the insurance service/ securities
industry.
?Knowledge of database software ACT! preferred
?PC proficiency, including strong knowledge of auxiliary
equipment
?Positive Attitude
?Proven analytical, problem solving and decision making skills with
little direction
?Always follows through on everything they are responsible for and
if they see a teammate needs help, jumps right in.
?Superior demonstrated verbal and written communication skills
?Takes initiative and doesn't wait to be told what to do once the
learning curve has been established, proactive.
?Dependable and willing to do whatever it takes to get the job
done.
?Ability to show the client they care about their needs; are
diligent in helping get fulfilled
?Time management and ability to handle multiple tasks in a fast
paced environment
?Ability to interact with all personality types and with all levels
of staff
?Ability to learn specific product information, administrative
systems, rules and regulations
?Professional approach and appearance
We are an equal employment opportunity employer and will consider
all qualified candidates without regard to disability or protected
veteran status.
Keywords: , Clearwater , Business Application Specialist -, Administration, Clerical , Clearwater, Florida
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