PHP Agency, Inc.
  • Addison, TX, USA
  • Full Time

POSITION SUMMARYNot inclusive listing of all duties that will be required to be preformed

  • Review, analyze, trouble shoot, and process incoming appointment applications for accuracy and completeness.
  • Follow up (via e-mail or telephone) with life insurance agents (or their staff) on missing requirements and/or to clarify information.
  • Data Enter information into proprietary home office systems.
  • Submit contracting paperwork to the appropriate life insurance carriers through a variety of delivery systems.
  • Track new agents processed via team tracking system
  • Monitor and respond to various correspondence within Outlook

 

QUALIFICATIONS & EXPERIENCE: (Includes but not limited to)

  • 1- 2 years' experience in a processing role, with daily production goals & quality metrics to meet
  • Ability to grasp concepts quickly
  • Organized, self-starter, motivated high performer
  • Dependable and reliable
  • Coachable 
  • Positive, can-do attitude
  • Comfortable working in a fast-paced environment
  • Highly accountable; takes ownership and drives sense of urgency
  • Very detail oriented, accurate, high quality and quantity of work output
  • Good problem solving and analytical skills
  • Familiarity with basic math
  • Excellent interpersonal skills; able to build strong relationships in the home office, and with independent insurance sales agents and their staff
  • Good customer service skills
  • Ability to work with different personality types and styles, in person or by phone
  • Excellent written & oral communication skills (in person, e-mail and telephone)
  • Proficient Computer Skills (Outlook, Excel, Word.)  Type minimum 50 words per minute.
  • Experience with a workflow system a plus
  • Experience in the insurance industry a plus
  • Bilingual Spanish a plus.  Must also understand, speak, and write English.
PHP Agency, Inc.
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