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Business Application Specialist -

Location: Clearwater
Posted on: July 6, 2024

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.


?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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