Senior New Business Specialist

Job Summary

A company is looking for a Senior New Business Specialist I to support its growth and long-term success by processing financial transactions and communicating with various stakeholders.

Key Responsibilities

• Review, evaluate, and process assigned case work according to department procedures
• Update workflow and administrative systems and ensure financial transactions meet regulatory requirements
• Communicate with producers, field offices, and external interested parties through correspondence

Required Qualifications

• 1-2 years of experience in a related customer service role
• Preferred college degree or equivalent experience
• Ability to process efficiently in multiple operational systems
• Demonstrated computer proficiency, including Microsoft Word, Excel, and Outlook
• Strong organizational and time management skills