New Business Administrator
Full Time
Spokane, WA 99201
Posted
Job description
Who we are:
ManhattanLife Insurance and Annuity Company was founded in 1850, the Company’s longevity makes it one of the oldest and most reliable health and life insurance companies in the country. Operating successfully for 172 years is a testimony to ManhattanLife’s enduring history, and an indicator of the reliability of our future. ManhattanLife’s headquarters are in Houston, TX and the company is continually growing with multiple office locations nation-wide. ManhattanLife offers attractive employee benefits starting day one, including immediate coverage under our health, dental and vision plans. We offer flexible schedules, including shortened hours on Fridays, free parking, company-wide events, professional development (LOMA testing) and a company-wide wellness program.
Scope and Purpose:
ManhattanLife is seeking to find a New Business Administrator. As our new, New Business Administrator you will be responsible for the annuity insurance application set up and for dealing with issues within state and federal compliance regulations. This position is an
in-office position only at our Spokane, Washington location.
Duties and Responsibilities:
- Responsible for the set up and review of annuity applications in our computer administration system.
- Provides verbal and written communication to our producers.
- Requests funds from various insurance institutions and provides account status information as needed.
- Issues annuity contracts, duplicate contracts or certificates expeditiously, cancels annuity files as requested in writing; provides refunds if required.
- If additional requirements are needed, a follow up will be necessary until those requirements are received.
- Applies Premium, activates annuity contracts, creating commissions and tax reporting.
- Calculates and processes immediate annuity quotes for the generation of payouts.
- Processes preliminary and deferred contract illustrations as necessary for Replacement and Contract Issue requirements.
- Responsible for New Business file imaging.
- Responsible for monitoring and reporting Market Conduct and Suitability Compliance issues.
- Provides excellent customer service to all internal and external clients by positive promotion of the Company products and services. Continually encourages open communication and expands partnerships through global exposure to enhance our business growth.
- Performs other duties as assigned by management.
Minimum Qualifications:
High School diploma or equivalent.
Knowledge, Skills and Abilities:
- Minimum one-year office or clerical experience.
- Must be able to type 40 to 45 wpm.
- Strong mathematical aptitude.
- Proficiency with MS Office (Word, Excel, Outlook, etc.) and other PC applications and/or software.
- Excellent oral and written communication skills and organization skills.
- Must be able to handle a fast-paced working environment with daily deadlines.
- Able to work well independently and within a team environment.
- Required to lift and/or move up to 25 pounds.
Travel Requirements
This position may require light travel as needed.
Professional Development:
- Establish annual objectives for professional growth.
- Keep pace with developments in the discipline.
- Learn and apply technologies that support professional and personal growth.
- Participate in the evaluation process.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to success fully perform the essential functions of this job. Reasonable accommodations may enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to stand; walk; use hands to finger, handle or feel objects, type, and use mouse; reach with hands and arms and talk and/or hear. The employee is required to sit for extended periods of time. The position may require lifting, pulling or moving items weighing upwards of 25 pounds as it relates to office or desk supplies.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee regularly works in an office environment. This role routinely uses standard office equipment such as computers, phones via WebEx, physical phone while in office, and photocopiers when necessary.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to the job at any time without notice.
AAP/EEO Statement
ManhattanLife prohibits discrimination based on race, religion, gender, national origin, age, disability, veteran status, marital status, pregnancy, gender expression or identity, sexual orientation, or any other legally protected status. EOE Employer/Vet/Disabled. ManhattanLife values differences. We are committed to fostering an environment that attracts and retains a diverse workforce. With individuals from a variety of backgrounds, ManhattanLife will be better equipped to service our customers, increase innovation, and reduce risks. We encourage the unique perspectives of individuals and are dedicated to creating a respectful and inclusive work environment.
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