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New Business Representative

Company: TalentBridge
Location: West Des Moines
Posted on: March 16, 2023

Job Description:

TalentBridge is seeking a New Business Representative for a client in the Des Moines Metro. - In this role, you will be responsible for helping customers by following established procedures for processing new annuity applications or annuity rollovers. The ideal candidates for the New Business Representative will be able to take incoming calls from customers and have the ability to navigate multiple tools and resources to properly address customer inquiries. This is a great full time opportunity for anyone that is interested in working in a professional environment with tremendous growth potential. -

Responsibilities of the New Business Representative: - -

  • Follows established operational procedures for processing new annuity applications or annuity rollovers -
  • Evaluates incoming documents for validity and completeness
  • Communicates with the Agent Contact and Sales staff as necessary when additional requirements are outstanding
  • Processes receipts and cash items into the appropriate administrative systems
  • Provides prompt, courteous and accurate customer service -
  • Participates as a team member in problem resolution and projects supporting continuous process improvement

    Job Requirements of the New Business Representative:

    • 1-2 years of experience in some form of customer service, call center or sales environment -
    • Ability to build rapport with clients
    • Ability to prioritize and multitask -
    • Positive and professional demeanor with the ability to demonstrate calm and collective attitudes -
    • Excellent written and verbal communication skills -

Keywords: TalentBridge, West Des Moines , New Business Representative, Other , West Des Moines, Iowa

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