New Business Associate

Job Summary

To support the processing of new business applications, the full-time New Business Associate will receive, review, document, and ensure timely issuance of applications while working primarily remotely with occasional office visits in Binghamton, NY or Houston, TX.

Key responsibilities:

• Process completed applications and ensure compliance with state regulations while issuing policies promptly
• Communicate with the New Business team and management to resolve data discrepancies and obtain missing information
• Generate periodic processing reports and address outstanding issues with management

Required qualifications:

• 1-2 years of customer service experience required
• 1-2 years of data entry experience required
• Basic proficiency in Microsoft Word and Excel required
• High School Diploma required; Associate's degree preferred
• Accounting experience and industry-recognized certifications preferred