New Business Representative I

Location: Newport Beach, CA Description: Our client is currently seeking a New Business Representative!Responsible for ensuring that applications go through the new business and underwriting process from submission to payment in a timely manner. Facilitates and handles any problems or issues that may arise during the application process. Responds to questions from Financial Advisors regarding status of submitted applications. Trains Financial Advisors and their assistants on administrative processes. May perform a variety of support functions on the team including answering phones.This job will have the following responsibilities:

• Track, monitor, and provide the status of cases upon request.
• Provide monthly sales projections for paid business.
• Proactively communicate and resolve delays caused by outstanding/additional underwriting or client requirements (e.g., interview, lab scheduling).
• Pursue outstanding requirements within established performance metrics upon request.
• Identify and resolve issues.
• Document all activities on applicable home office systems.
• Build and sustain relationships that contribute to repeatable business.
• Carry out duties in compliance with all state & federal regulations & guidelines as well as company policies and procedures.
• Log into inbound phone system and remain available to take inbound calls.

• Assist and train on case submission and processing procedures. Understand what's available, and be able to train, on home office systems.
• Answer product questions as needed.
• Send application packages and other forms/material to producers or their staff
• Support sales support team through miscellaneous tasks.
• Identify process improvements and escalate to the appropriate parties.
• Assist and provide training to new team members on job functions.
• As requested, may perform a variety of support functions, including filing, copying, scanning, closing out files, preparing mail or Fed Ex packages, assisting management team with special projects or assignments or other duties or activities as may be needed.
• Provide back-up support on an as needed basis.
• Knowledge of insurance products, industry and procedures gained through 1+ years of experience in the insurance industry or through a combination of experience and coursework. Proficient in the use of personal computers and specialized software (e.g., Microsoft Word, Excel, PowerPoint, illustration software). Excellent written and communication skills. Strong organizational skills to perform administrative functions. FINRA registration may be required if business need arises.