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NewtekOne (NASDAQ: NEWT) · 1 day ago

Associate Business Services Specialist – Commercial Insurance Lines I

Boca Raton, FL

Full-time

Onsite

New Grad, Entry Level

$45K/yr - $55K/yr

0+ years exp

NewtekOne, a financial holding company, provides diverse business solutions to small and medium-sized businesses. The Associate Business Services Specialist - Commercial Lines I will support the Commercial Lines sales team by qualifying opportunities and assisting throughout the underwriting process to help achieve revenue goals.

Financial Services

Responsibilities

Outbound call Newtek Customers and start the fact-finding process

Engage with clients building a rapport via phone w/video, email, and/or text

Complete the discovery form by gathering the client's information

Ensure the discovery form is completed accurately and is included in the submission packet for the underwriting process

Qualify opportunities for the Commercial Lines sales by calling into the sales queue

Collaborate with the Commercial Lines sales team and assist in the follow-up of prospects during the sales process to keep them informed every step of the way

Maintain compliance reports to focus on daily tasks

Meet monthly metrics established by management

Develop and maintain relationships with clients and decision makers at the businesses with strong phone skills

Update and maintain integrity of data within sales tracking systems following Newtek process and procedure

Contact every prospect at least every 3 days and make substantive and diligent efforts to contact every client

Participate in management directed campaigns

Create accounts in ImageRight and prepare documents for marketing to quote

Must submit accurate and complete files to the BSS

Assist with collecting payments and obtaining signed documentation as needed

Provide assistance with the BSS functions if the BSS is out of the office

Continue to grow your knowledge of the insurance industry via webinars, sales training, networking, self-study, etc

Monitor all referrals to ensure a great customer experience and assist with the closing process

Work on-call rotations as scheduled on the weekends and follow protocols as outlined

Act as liaison between the BSS and marketing team to facilitate the process

Provide feedback on referrals and help to monitor relationships

Gain an understanding of the Newtek business model and services offered across all business lines

Qualification

PropertyCasualty LicenseSales Support in InsuranceInsurance ProductsAgency Management SystemData Entry SkillsProactive LearningCommunication SkillsTime ManagementTeam CollaborationAttention to Detail

Required

High school or GED with equivalent experience with minimum of 6 months of working in the insurance industry at a brokerage, large insurance agency or carrier with exposure to multiple lines of business

Valid Property and Casualty License (P&C) and provide copy for file or must be attained within 6 months of hire

Self-motivated, passion for sales and goal oriented

Proactive, quick learner, focused, organized and thorough with all work

Basic knowledge of insurance markets and reference to markets

Learn and achieve the ability to read policies and break down coverage

Learn and achieve a good understanding of the appropriate markets and their relative business model

Possess a sense of urgency and ownership when dealing with clients and prospects of Newtek

Comfortable with speaking on the phone, engage in daily client contact and can make 50-75 outbound calls per day to contact clients to review policies and coverages

Comfortable with being on camera while engaging with clients, attending company/department meetings, etc. as required

Ability to actively listen and understand customer's business needs (both spoken and implied)

Attention to accuracy and detail in processing information

Ability to multi-task in a fast-paced environment and act with a sense of urgency

Ability to communicate clearly, effectively, and concisely, both orally and in writing

Good time management, planning and organization skills

Ability to work independently as well as in a team

Strong work ethic

Flexible to work within the designated work schedule as business needs change (i.e., late night, weekends, holidays, etc.)

Strong data entry skills with accuracy at 35wpm and ability to navigate among multiple systems

Gain a level of competency in Windows based computer applications (Microsoft Office; Excel, Word, PowerPoint, and Outlook) and internal systems such as NewTracker, AMS360, etc

Preferred

College degree preferred

Prior Sales Support role in insurance (P&C) position a plus

Knowledge of sales and insurance implementation of general liability, property, business owners, workers' compensation, auto liability, umbrella) a plus

Exposures to additional P&C coverages including but not limited to: Product Liability, Professional liability (Errors and Omissions), Directors and Officers liability, Builder's Risk, Crime, Cyber, Flood, Bonds, Employment Practices Liability, Disability, Employee Benefits, Hired and Non-Owned Auto, Special Events, Pollution/Environmental, Construction, Trucking, Inland and Ocean Marine, Cargo, Garage Keepers, etc. a plus

Gain a good level of knowledge of company products and solutions a plus

Knowledge of how to use Agency Management System, experience with AMS360 a plus