Frontline Source Group
https://www.frontlinesourcegroup.com/images/fsg-logo-300px.png
https://www.frontlinesourcegroup.com
https://www.frontlinesourcegroup.com
USD
22.00
HOUR
true
New Business Agent
Posted: 02/20/2023
2023-02-20
2023-04-21
Employment Type:
Contract
Job Number: 17918
Pay Rate: 22.00
Job Description
New Business Agent
Our client located in Plano, Texas is hiring a New Business Agent to join their team.
Company Profile:
Wealth Management
New Business Agent Role:
As a New Business Agent, you will enjoy a fast-paced office job with duties ranging from dealing with a client’s policy or contract to answering questions regarding a client’s existing contracts and following up on pending business.
Assisting with new annuity and indexed universal life insurance policy applications to ensure accuracy and efficiency.
Conduct assessments of applications before submitting and working with upper to ensure successful processing.
Managing workflows with each insurance carrier to ensure efficient processing of applicants. Applications can include AUM, Wills & Trust, IUL, Term Life, and other lines of business. .
Managing incoming annuity premiums and transfers to ensure speedy and accurate funding of new client accounts and existing client adds.
Work directly with financial institutions, corporate liaisons, and facilitators.
Keeping accurate and up to date reporting on funds.
Tracking annuity premiums and commissions year-round and conducting Paid Premium and Commission analysis to ensure accuracy in all transactions.
Work with bookkeeping to identify discrepancies and ensure that the correct production credits are applied and revenue to the firm is accurate.
Tracking individual clients' policy terms and proactively contacting clients to facilitate plan renewals and preserve their business for the firm.
Expand job knowledge by participating in educational opportunities.
Build report and continue to maintain excellent client relationships.
New Business Agent Background Profile:
A Bachelor’s degree is preferred
Experience in the insurance and/or sales industry is helpful but not required
Experience using Microsoft-365 Exchange, strong excel skills, enterprise CRM and Adobe
Must enjoy multi-tasking and consider themselves highly detailed
Experience with time management and project management
Strong client, vendor, and 3rd party relations
Must be willing to attain a notary license within the first 3 months and attain a Life and Health license within the first year, both paid by company
High-Quality Written and Verbal Communication
Detailed and Thorough Record Keeping
Good Memory and Recall
Creativity Self-Confidence
Professionalism Willingness to Learn and Evolve
Features and Benefits while On Contract:
We go beyond the basic staffing agency offerings! You can see the extensive list of benefits on our website under the Candidate “Benefits” tab.
Features and Benefits of Client:
100% paid Health, Vision, Dental
2+ weeks PTO plus Holidays
Company Bonus and Trips
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Our client located in Plano, Texas is hiring a New Business Agent to join their team.
Company Profile:
Wealth Management
New Business Agent Role:
As a New Business Agent, you will enjoy a fast-paced office job with duties ranging from dealing with a client’s policy or contract to answering questions regarding a client’s existing contracts and following up on pending business.
Assisting with new annuity and indexed universal life insurance policy applications to ensure accuracy and efficiency.
Conduct assessments of applications before submitting and working with upper to ensure successful processing.
Managing workflows with each insurance carrier to ensure efficient processing of applicants. Applications can include AUM, Wills & Trust, IUL, Term Life, and other lines of business. .
Managing incoming annuity premiums and transfers to ensure speedy and accurate funding of new client accounts and existing client adds.
Work directly with financial institutions, corporate liaisons, and facilitators.
Keeping accurate and up to date reporting on funds.
Tracking annuity premiums and commissions year-round and conducting Paid Premium and Commission analysis to ensure accuracy in all transactions.
Work with bookkeeping to identify discrepancies and ensure that the correct production credits are applied and revenue to the firm is accurate.
Tracking individual clients' policy terms and proactively contacting clients to facilitate plan renewals and preserve their business for the firm.
Expand job knowledge by participating in educational opportunities.
Build report and continue to maintain excellent client relationships.
New Business Agent Background Profile:
A Bachelor’s degree is preferred
Experience in the insurance and/or sales industry is helpful but not required
Experience using Microsoft-365 Exchange, strong excel skills, enterprise CRM and Adobe
Must enjoy multi-tasking and consider themselves highly detailed
Experience with time management and project management
Strong client, vendor, and 3rd party relations
Must be willing to attain a notary license within the first 3 months and attain a Life and Health license within the first year, both paid by company
High-Quality Written and Verbal Communication
Detailed and Thorough Record Keeping
Good Memory and Recall
Creativity Self-Confidence
Professionalism Willingness to Learn and Evolve
Features and Benefits while On Contract:
We go beyond the basic staffing agency offerings! You can see the extensive list of benefits on our website under the Candidate “Benefits” tab.
Features and Benefits of Client:
100% paid Health, Vision, Dental
2+ weeks PTO plus Holidays
Company Bonus and Trips
Frontline Source Group is an Equal Opportunity Employer. Candidates must be authorized to work in the United States without sponsorship. The client cannot sponsor any visas.
Disclaimer: sensitive and personal data will not be requested by Frontline Source Group or its affiliates until a job offer is made and accepted. If you ever doubt the validity of our job postings, we encourage you to call one of our branch locations to verify the status on any job.
Job Requirements
A Bachelor’s degree is preferred
Experience in the insurance and/or sales industry is helpful but not required
Experience using Microsoft-365 Exchange, strong excel skills, enterprise CRM and Adobe
Experience in the insurance and/or sales industry is helpful but not required
Experience using Microsoft-365 Exchange, strong excel skills, enterprise CRM and Adobe
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Plano, TX
Looking for exciting job opportunities in the Plano, Texas area? Discover your next career move in this vibrant city nestled in the heart of the Lone Star State. Plano offers a perfect blend of urban conveniences and natural beauty, with a booming economy and a welcoming community. With renowned companies calling Plano home, including Toyota and Liberty Mutual, endless growth opportunities await. Explore the thriving arts scene at the ArtCentre of Plano, catch a live performance at the Courtyard Theater, or indulge in the unique flavors of Tex-Mex cuisine at local eateries. With easy access to parks like Arbor Hills Nature Preserve and exciting attractions like Legacy West, Plano gives you a perfect work-life balance. Join us in Plano and unlock a world of possibilities for your career!