New Policy Specialist processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Being a New Policy Specialist serves assigned accounts by responding to inquiries and resolving issues of concern. May handle more complex situations or issues. Additionally, New Policy Specialist requires a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. The New Policy Specialist gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. To be a New Policy Specialist typically requires 2 to 4 years of related experience. (Copyright 2024 Salary.com)
Discover the exciting opportunity to join Allstate - ODonnell & Associates Inc as a New Business Onboarding Specialist. Our team embraces a hybrid remote work setting to provide flexibility while maintaining a strong connection to S Daytona, Florida, and the surrounding community. We thrive on positivity and collaboration, fostering an inviting environment for our employees to excel.
As a key member of our team, you will be responsible for efficiently guiding new customers through the onboarding process, ensuring a seamless transition to our services. Your role will involve building strong relationships with clients, providing exceptional service, and being a trusted resource for their needs. At Allstate - ODonnell & Associates Inc, we value dedication, professionalism, and a passion for helping others.
If you are motivated by a supportive work environment, eager to make a positive impact, and excited about joining a team that prioritizes customer satisfaction, we invite you to apply today and become part of our dynamic team!
Work from Home
Flexible Schedule
Mon-Fri Schedule
Hands on Training
Career Growth Opportunities
Evenings Off
Client Onboarding: Lead new clients through the process, ensuring a smooth and positive experience.
Documentation: Accurately collect and organize necessary paperwork for new client accounts.
Information Sharing: Educate new clients on available services, products, and resources.
Problem Resolution: Address client inquiries and concerns effectively and efficiently.
Relationship Building: Develop and maintain strong relationships with new clients to ensure satisfaction and retention.
Process Improvement: Propose and implement streamlined procedures to enhance the onboarding experience.
Customer Focus: Strong commitment to delivering outstanding customer service experiences.
Communication Skills: Excellent verbal and written communication skills.
Organizational Skills: Ability to handle multiple tasks efficiently and prioritize workload effectively.
Problem-Solving Skills: Capacity to identify issues and provide effective solutions in a timely manner.
Team Player: Collaborative mindset, capable of working well within a team environment.
Technical Proficiency: Basic computer skills and familiarity with online tools and systems.
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