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Company:
Cetera Financial Group
Category:
Legal
Posted: June 15, 2024
Receive and process new agent producer set-up, into the NFG and Sure.
LC systems.
Notify departments of new agents, and reach out to new agents with welcome email, when applicable.
Process contracting paperwork for carriers, as requested or required.
Determine when contracting process is appropriate:
Just-In-Time and Pre-Appointment requirements.
Interface closely with the New Business teams to facilitate contracting as required.
Maintain User Profiles and Appointment Details in Broker Back Office, for management of contracting processes.
Follow-up appropriately on processes, while utilizing an understanding of appropriate timeframes.
Communicate professionally and provide customer service, via phone and email with agents, agencies, and carriers, clients, and other departments and offices at NFG.
What you need to have:
2 years relevant experience in the Financial Industry Analytical skills, ability to research and resolve complex issues Prior experience working in a professional office.
Associate, Retail, Agent
Associated topics:
copyright, judicial, law firm, law office, lawsuit, legal trust, paralegal secretary, patent law, personal injury case, witness
LC systems.
Notify departments of new agents, and reach out to new agents with welcome email, when applicable.
Process contracting paperwork for carriers, as requested or required.
Determine when contracting process is appropriate:
Just-In-Time and Pre-Appointment requirements.
Interface closely with the New Business teams to facilitate contracting as required.
Maintain User Profiles and Appointment Details in Broker Back Office, for management of contracting processes.
Follow-up appropriately on processes, while utilizing an understanding of appropriate timeframes.
Communicate professionally and provide customer service, via phone and email with agents, agencies, and carriers, clients, and other departments and offices at NFG.
What you need to have:
2 years relevant experience in the Financial Industry Analytical skills, ability to research and resolve complex issues Prior experience working in a professional office.
Associate, Retail, Agent
Associated topics:
copyright, judicial, law firm, law office, lawsuit, legal trust, paralegal secretary, patent law, personal injury case, witness
Read the full job description and apply online on the recuiter's web-site
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