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About the Role
This is an administrative position requiring high attention to detail in a production environment. The role involves entering at least 50 applications per day with minimal errors (3% or less). The New Business Specialist I will be cross-trained in application entry, requesting/receiving underwriting requirements, managing departmental email, handling phone calls, and policy building. The majority of communication is conducted in Spanish.
Responsibilities
- Key, review, and prepare New Business applications
- Process 50 or more applications per day with a 3% or less error rate
- Perform daily building and mailing of all policies issued in prior daily cycle
- Maintain an excellent attendance record
- Manage departmental email inbox
- Communicate additional underwriting requirements to Independent Consultants (both written and verbal)
- Work closely with Underwriters, other specialists, and Marketing Team
- Review internal processes, procedures, and policies to provide recommendations for improvement
- Continue education in insurance professionalism
- Measure and report the Key Performance Indicators relevant to this position
Requirements
- High School diploma or equivalent
- One year of experience in a high-volume data processing role
- Bilingual in Spanish and the ability to communicate in English/Spanish (both written and verbal) in a polished, precise but friendly manner.
- Skill in high volume data processing with minimal errors
- Ability to work in multiple systems and applications.
- Ability to establish rapport and build relationships in a professional manner.
- Ability to clearly and effectively communicate and escalate issues to management.
- Ability to develop and maintain positive working relationships with internal/external stakeholders.
- Ability to operate in a fast-paced environment shaped by constant change and innovation.
- Proficient with SharePoint and Microsoft Office products, including Word, Excel, and PowerPoint.
Skills
- Data processing
- Microsoft Office Suite (Word, Excel, PowerPoint)
- SharePoint
Location
- Austin, TX
Work Type
- Full-time
Experience Level
- Entry Level
Education Level
- High School Diploma or equivalent
Benefits
- Medical
- Dental
- Vision
- Short-term disability
- Long-term disability
- AD&D
- Group term life insurance
- Matching 401k
- Virtual Visits
- Employee Assistance Program
- Paid Time Off
- Holidays
About the Company
- Committed to providing life insurance solutions since 1969 in the United States and globally since 1975.
- A publicly traded company (NYSE: CIA) that has maintained a listing on the New York Stock Exchange since 2002.
- Operating through insurance subsidiaries, strategically offering traditional insurance products in niche markets to capitalize on competitive advantages.
- Has a dedicated team of employees located in Austin, Louisiana and a global network of agents, with reach extending to Latin America, Central America, and Asia.
- Offers an exceptional work environment with an open-plan workspace, panoramic views, multiple conference rooms, complimentary coffee, a large break area, nearby scenic trails, an onsite gym, Lunch Drop service, an onsite bank, free covered parking with EV charging stations, and various monthly employee events.
- Prioritizes strong employee involvement to foster a dynamic workplace culture.
- Believes in fostering a culture of camaraderie, where ideas are valued, and collaborative efforts drive innovation.
- Committed to rewarding work beyond professional growth, recognizing individual contributions and achievements.
- Takes a complete approach to employee well-being.
- Believes employees and customers are at the heart of everything they do.
- Strives to create an environment where employees are equipped and challenged to reach their full potential.
Equal Opportunity
- Citizens is an equal opportunity employer.
- We do not discriminate on the basis of race, color, religion, sex, gender identity, national origin, age, disability, or veteran status.
- We are committed to fostering a diverse and inclusive workplace where every individual is valued, and all qualified applicants are encouraged to apply.