Annuities Representative (New Business) jobs in Kansas City, MO

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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New Business Life Representative
  • Americo Financial Life and Annuity
  • Kansas, MO FULL_TIME
  • New Business Life Representative

     Job Description:

    A New Business Life Representative plays a critical role in our company's ability to quickly and accurately issue life Insurance policies. This role is responsible for onboarding applications, issuing policies and handling other New Business-related administrative processes within the established guidelines and service levels.

     

    Key Responsibilities:

    • Index and submit application information into our administrative systems to expedite service to agents and applicants
    • Review, make decisions and take appropriate actions to issue/close and process funding sources within acceptable time service standards
    • Respond to phone calls from internal customers and agents, and correspond accordingly
    • Facilitate phone applications, interviews and follow ups, under department guidelines
    • Various other duties based on department needs and individual capacity –reporting, quality, testing, special assignments, projects.

     

    Knowledge, Skills, and Abilities:

    • Prior experience working in insurance administrative processing is preferred, but not required
    • Excellent written and verbal communication skills
    • Detailed oriented
    • Ability to multi-task to process multiple and complex transactions
    • Comprehension of processes and systems 
    • Ability to be a team player (foster mutual respect in your dealings with others)

     

    Education:

    Four year college degree or high school degree with equivalent work experience. 

     

    Americo: We’re in this for life!

    The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance, annuity, and Medicare Supplement Insurance company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us!

     

    What you’ll love about working at Americo:

    • Compensation: You’ll feel valued with our competitive pay and robust bonus program that’s offered to all associates.

     

    • Learning and development: We prepare you with a comprehensive, paid training program that will get you ready for success. Additionally, our Talent Development team creates a variety of development opportunities for associates at every stage of their careers.

     

    • Work-life balance: We place true value on work-life balance with our generous paid time off; you begin accruing hours right off the bat every month and it increases with tenure. All new hires earn over 4 weeks of paid time off annually, plus 11 paid company holidays! We also support new parents with a generous new child leave program, along with paid STD and LTD.

     

    • Health and well-being: We commit to your health and well-being and are proud to offer comprehensive health and life insurance options including FSA or HSA accounts and subsidies to support your health and fitness goals through vendor partnerships at The Y, Orange Theory, WW, and more.

     

    • Future planning: Americo offers a 401(k) with a company match, and we provide child care and education tax credits or savings options.

     

    • Giving back: We support several local organizations like Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.

     

    • The fun stuff: Americo participates in Kansas City Corporate Challenge, and it’s a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors as a way for associates to step away from work and enjoy each other’s company.

     

    • Bustling environment: Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance to your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.

     

  • 12 Days Ago

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New Business Life Representative
  • Americo Financial Life and Annuity
  • Kansas, MO FULL_TIME
  • New Business Life Representative Job Description: A New Business Life Representative plays a critical role in our company's ability to quickly and accurately issue life Insurance policies. This role i...
  • 12 Days Ago

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Direct sales representative
  • Summit Business Group
  • Kansas, MO FULL_TIME
  • Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
  • 8 Days Ago

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Direct sales representative
  • Summit Business Group
  • Sedalia, MO FULL_TIME
  • Company : Summit Business Group Position : Direct Sales Representative Number Of Openings : 1 Territory Sales 1 Territory Sales About Us : Summit Business Group is a rapidly growing insurance agency c...
  • 9 Days Ago

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Outside Sales Representative
  • National Federation of Independent Business (NFIB)
  • Maryville, MO FULL_TIME
  • OverviewDo you have a passion for making a difference for small business in your community? Are you looking for a career with unlimited income potential? Is company culture important to you? Or maybe ...
  • 8 Days Ago

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New Business Account Executive
  • News-Press & Gazette Company
  • Saint Joseph, MO FULL_TIME
  • News-Press TV, LLC,of St. Joseph, Mo., operates a cluster of television stations that broadcast live news on the FOX, NBC, and CBS affiliates and a 24/7 news and weather channel, is looking for aBroad...
  • 2 Months Ago

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0 Annuities Representative (New Business) jobs found in Kansas City, MO area

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Claims- Field Claims Representative
  • Cincinnati Insurance Company, Inc.
  • Kansas City, MO
  • Description: Make a difference with a career in insurance At The Cincinnati Insurance Companies, we put people first and...
  • 5/9/2024 12:00:00 AM

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Verizon Sales Representative
  • Bayat Marketing Group LLC
  • Kansas City, MO
  • Job Description Job Description We are seeking a highly motivated Verizon Sales Representative to join our team. The ide...
  • 5/7/2024 12:00:00 AM

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Territory Representative
  • AMS Retail Solutions
  • Gladstone, MO
  • Job Description Job Description As a Territory Representative, representing Bosch Power Tools, you would be the first po...
  • 5/6/2024 12:00:00 AM

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Real Estate Sales Representative
  • ReeceNichols Real Estate
  • Kansas City, MO
  • Who We Are At ReeceNichols, our agents are independent business partners who set their own goals for income and plan the...
  • 5/6/2024 12:00:00 AM

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Field Brand Representative
  • AMS Retail Solutions
  • Shawnee, KS
  • Job Description Job Description Title: Field Service Representative Duration: Expected to last approximately 8 weeks. **...
  • 5/5/2024 12:00:00 AM

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Route Sales Representative
  • Schwan's Home Delivery
  • RAYMORE, MO
  • Now Offering $4,000 Sign On Bonus! As a Route Sales Representative, you have the opportunity to drive the iconic yellow ...
  • 4/23/2024 12:00:00 AM

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Customer Service Representative
  • Leidos
  • Kansas City, MO
  • Description The NISC IV program at Leidos is seeking a Customer Service Representative to support the FAA customer's Bus...
  • 4/17/2024 12:00:00 AM

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Outside Sales Representative
  • AmeriPro Roofing
  • Overland Park, KS
  • AmeriPro Roofing, one of the largest residential roofing contractors in the nation is immediately Hiring Outside Sales R...
  • 8/30/2023 12:00:00 AM

Kansas City is the largest city in the U.S. state of Missouri. According to the U.S. Census Bureau, the city had an estimated population of 488,943 in 2017, making it the 37th most-populous city in the United States. It is the central city of the Kansas City metropolitan area, which straddles the Kansas–Missouri state line. Kansas City was founded in the 1830s as a Missouri River port at its confluence with the Kansas River coming in from the west. On June 1, 1850 the town of Kansas was incorporated; shortly after came the establishment of the Kansas Territory. Confusion between the two ensued...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$43,831 to $54,238
Kansas City, Missouri area prices
were up 1.7% from a year ago