What are the responsibilities and job description for the New Business Support Specialist- Part Time position at Advisors Excel?
Position: New Business Support Specialist- Part Time
Department: Life Operations
Reporting to: Life Operations Manager
Location: Topeka, KS - Onsite
Overview:
AE is currently seeking a highly organized and detail-oriented New Business Support Specialist to join our Life Operations team on a part-time basis. The New Business Support Specialist will play a critical role in supporting the Life Operations team by managing communications, processing service requests, and ensuring the smooth handling of daily operational tasks. This position involves overseeing multiple operation inboxes, processing incoming life insurance documents, and assisting with reporting to maintain operational excellence.
This role provides a unique opportunity to enhance the efficiency and success of our operations team while offering a flexible, part-time schedule that may better suit your needs.
What you’ll do:
- Process life insurance documents and premium payments efficiently.
- Manage multiple operational inboxes and incoming faxes.
- Sort, log, and distribute incoming mail; assist with scanning and preparing outgoing mail.
- Act as a backup liaison between insurance carriers and advisors, facilitating the retrieval of policy information as needed.
- Assist with reporting in Agency Integrator and contribute to special projects as directed by leadership.
- Cross-train to provide support for life application processing and contracting/licensing functions as required.
Experience you’ll bring:
- 1-2 years of administrative experience.
- Strong knowledge of MS Office (Word, Excel, Outlook)
- Excellent communication skills.
- Ability to engage with diverse personalities and staff levels.
- Analytical, problem-solving, and decision-making abilities.
- Independent and team-oriented work ethic.
- Ability to take initiative.
- Effective time management in a fast-paced setting.
- Detail-oriented, motivated, dependable, and flexible.
Bonus Points:
- 1-2 years related life insurance experience
- Bachelor’s degree
What you’ll get:
- Access to an on-site café and gym
- Continuous personal and professional development opportunities
- Recognition for hard work & exemplary performance
- Employee sponsored events…and more!
Who We Are:
Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!
Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.
#LI-RH
