Annuities Representative (New Business) jobs in Florida

The New Business Representative reports to the New Business & Renewals Department Manager and is part of the

MWG-International Division. The position a non-exempt, hourly role and is located at

75 Valencia Avenue, Suite 801, Coral Gables, Florida 33134.

GENERAL JOB DUTIES AND RESPONSIBILITIES:

The New Business Representative will be responsible for processing new business applications for customers. The person in this position will need to have strong attention to details and the ability to communicate and educate clients and agents who may not understand the specific details of their insurance policies. Quick thinking and problem-solving skills are also required. To perform the job successfully, the employee must be able to perform each essential duty satisfactorily. The requirements listed here are representative of the knowledge, skill, and ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Review new customer applications to ensure required information has been provided.
• Compile data for underwriting process of evaluation.
• Maintain compliance with Morgan White International policy issue and underwriting guidelines.
• Follow-up with agents' when incomplete applications are submitted to expedite process and not to lose the sale.
• Electronic delivery of all pertaining policy documents
• Maintain records of all policy issue correspondence for each client.
• Maintain professional demeanor and appearance.
• Demonstrate the ability to multitask and work in a fast- paced team environment.
• Read and follow the Company's policies and procedures

EXPERIENCE AND EDUCATION REQUIREMENTS:

• High School Diploma or GED required. Associate or bachelor's degree preferred.
• Minimum of 2 years of previous experience in the clerical field preferred.
• Excellent Computer skills as well as intermediate level knowledge in Microsoft Suite applications (Word, Excel, PowerPoint, and Outlook) required.
• Must exercise logic and common sense when confronted by varying circumstance or conditions not covered by established practices or procedures.
• Must be able to fluently read, write and speak Spanish and English.

WORKING ENVIRONMENT:

• Must be able to perform in a very high paced environment and professionally handle interruptions.
• Must have the ability to work under minimal supervision.
• Must be able to prioritize projects, work multiple projects simultaneously, and meet project deadlines.
• Must possess excellent problem-solving skills and have keen attention to details.
• Must demonstrate strong written and verbal communication, interpersonal, and relationship building skills.
• Must be able to handle stressful situations appropriately.
• Must maintain confidentiality and privacy in every aspect of the job.

JOB ESSENTIAL REQUIREMENTS:

The following are job functions that an employee must be capable of performing with or without reasonable accommodation.

• Must be able to read, write, and speak English; Spanish is a plus.
• Must have basic typing skills
• Must be able to work as scheduled.
• Must possess sight and hearing senses or use prosthetics that will enable these senses to function adequately so that the requirements of the position as stated above can be fully met.
• Must be able to bend, stretch, reach, and sit or stand at a desk during 85% of the workday.
• Must be able to lift, stoop, and carry small equipment items and supplies, possibly weighing up to 20lbs.

REASONABLE ACCOMODATIONS:

Morgan White Group will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job, unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to Morgan White Group.

EQUAL OPPORTUNITY EMPLOYER:

MWG is an Equal Opportunity Employer, committed to the principles of the EEOC. All employment decisions are based upon each person's qualifications, abilities, and performance. Our company works to provide an environment where human dignity prevails and all employees and applicants for employment receive equal consideration and fair treatment, without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.