Overview
New Business Data Entry Specialist Jobs in Lake Bluff, IL at ELCO Mutual Life and Annuity
New Business Data Entry Specialist
Job Title: New Business Data Entry Specialist
Department: New Business
Reports to: New Business Manager
Job Type: Full-Time
FLSA status: Non-exempt
Schedule: Hybrid position in Lake Bluff, IL 60044
Position Summary: A New Business Representative requires a broad understanding and knowledge of ELCO’s products and services. This team member builds and maintains superior customer relationships by understanding and assessing the specific needs and customizing service to meet the expectations of our policy owners, producers and internal staff. This information is then used to process new life insurance and annuity contracts as well as the general servicing of our clients.
Job Responsibilities:
- To provide prompt, courteous and accurate customer service including: funding, suitability, regulatory issues, policy issuance, policy requirements, illustrations, and customer correspondence by phone, fax and email
- To follow established operational procedures for processing applications, including transfers and 1035 exchanges
- To verify that applications are compliant with state and federal regulations and evaluate that incoming documents for validity and completeness
- Determine if the appropriate signatures have been received
- Communicate tactfully with agents when additional or corrected information is necessary
- Participate as a team member in problem resolution and projects supporting continuous process improvement
- Assist in peer development
- Stay abreast of and adhere to ELCO processes and procedures, industry changes, federal and state legislation and regulations
- Stay current with the provisions of new ELCO products
- Take part in audits, as needed
- Other duties as assigned to meet business needs
Success Factors:
- Strong data entry and analytical skills
- Superior customer service
- Ability to manage time, organize priorities and multitask with daily interruptions
- Exceptional phone and problem-solving skills
- Can express yourself clearly, precisely and professionally both verbally and in writing
- Attention to detail is crucial
- Ability to grasp and retain new information
- Self-motivated, strong work ethic and a positive attitude
- Flexible and adaptable to rapidly changing priorities and ability to handle confidential information appropriately
- Ability to take direction and provide feedback
- To be compassionate, reliable and have a personable phone presence
- Ability to work independently, set priorities, handle multiple tasks and meet deadlines
- Willingness to volunteer for special projects
- LOMA Certifications-ACS & ALMI
- Qualifications:
- High school diploma (or equivalent) required
- Demonstrated experience in navigating through complex computer systems (internal computer systems as well as Microsoft Office) with minimal assistance
- Data entry and customer service experience expected
- Typing proficiency in Window based computer applications, Microsoft Word & Excel
- Must be punctual, highly responsible and customer focused
- Benefits:
- Competitive Pay
- Company contributions towards employee and dependent health, dental and life insurance plans
- Paid time off
- 401(k) Contribution
- Tuition Assistance
- Remote Work Opportunities (after 60-days of employment)
- 37-hour work week-Monday thru Thursday 8:00-4:30, Friday 8:00-1:00
Job Type: Full-time
Pay: $21.82 – $23.38 per hour
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
Ability to Commute:
- Lake Bluff, IL 60044 (Required)
Ability to Relocate:
- Lake Bluff, IL 60044: Relocate before starting work (Required)
Work Location: In person
Title: New Business Data Entry Specialist
Company: ELCO Mutual Life and Annuity
Location: Lake Bluff, IL
