Job Description

This role is W2 only!! no C2C Help at all!

5 days onsite in Downtown Dallas, (first month or two will be 5 days onsite in Addison, TX)

Parking is company paid.

12-month contract, that can extend or convert. This is long-term contract (great job stability)

Really need dedicated candidates who will be reliable and show up to work daily with no issues. Please DO NOT APPLY if this is an issue!

*MUST HAVE reliable transportation

**Please NOTE: The main reason our consultants love it at this company (even with the onsite requirement) is they are given opportunities to learn new skills and really grow in their career. It’s not for everybody – but for those wanting work stability and career growth – it’s perfect.

Great environment/growing team with lots of opps for growth!

Primary Responsibilities:

• Analyze and process incoming life insurance applications, ensuring accuracy and completeness.
• Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information.
• Enter data into proprietary home office systems.
• Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems.
• Calculate recognition points earned from life insurance applications.

Primary Skills & Requirements:

• Experience: 1-2 years in a processing role, meeting daily production goals and quality metrics.
• Quick Learner: Ability to grasp new concepts quickly.
• Organized and Motivated: Self-starter with a high level of motivation.
• Reliable: Dependable and coachable with a positive, can-do attitude.
• Adaptable: Comfortable working in a fast-paced environment.
• Accountable: Takes ownership, drives a sense of urgency, and is highly detail-oriented.
• Problem-Solving Skills: Good problem-solving and analytical skills, with a familiarity with basic math.
• Interpersonal Skills: Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff.
• Customer Service Skills: Good customer service skills, with the ability to work with different personality types and styles, in person or by phone.
• Communication Skills: Excellent written and oral communication skills (in person, email, and telephone).
• Computer Skills: Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute.
• Preferred Experience: Experience with a workflow system and in the insurance industry is a plus.
• Language Skills: Bilingual in English/Spanish is preferred for this role.

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