Annuities Director (New Business) directs the development of new accounts and business relationships through sales, marketing, and referrals. Reviews applications and contracts and ensures that all transactions comply with state and federal regulations. Being an Annuities Director (New Business) stays abreast of any changes to laws and regulations which affect the activities of the business. Responsible for staffing and training of unit and ensures staff has full knowledge of all current regulations and provides prompt and efficient service to customers. Additionally, Annuities Director (New Business) requires a bachelor's degree. Typically reports to top management. The Annuities Director (New Business) manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. To be an Annuities Director (New Business) typically requires 5+ years of managerial experience. (Copyright 2024 Salary.com)
Overview:
We are seeking a detail-oriented and proactive New Business Support Specialist to join our team. The ideal candidate will be responsible for assisting with clerical tasks that help a New Business Coordinator and/or Client Implementation Specialists successfully complete client prospecting, client contracting and implementation services. This individual accomplishes this by completing tasks as assigned in a timely and efficient manner.
Responsibilities:
- Creating/updating proposals and new client contracts as directed
- Provide excellent customer service
- Perform data entry tasks accurately and efficiently
- Creating/Updating both prospective and new client contracts
- Maintaining project timelines and deliverables
- Support the team with clerical duties as needed
Qualifications:
- Previous experience in office management or related field preferred
- Proficiency in customer service practices
- Strong data entry skills with attention to detail
- Ability to communicate effectively
- Experience in clerical tasks and administrative support
- Excellent organizational and time management abilities
Joining our team as a New Business Support Specialist offers the opportunity to develop valuable skills in a dynamic work environment. If you are a motivated individual with a passion for supporting business growth, we encourage you to submit your resume for this opportunity.
Job Type: Full-time
Pay: From $21.00 per hour
Expected hours: 40 per week
Benefits:
Schedule:
Work Location: In person
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