New Business Representative
With supervision, process financial transactions as assigned. Communicate with and/or create correspondence for producers, field offices, and external interested parties as applicable. Supports workflow management by working in different queues as assigned and proactively continues to build upon processing knowledge and skills. Review, evaluate and process case work as assigned according to department procedures. Updates workflow and administrative systems and documents file as appropriate. Ensures financial transactions are completed based on all regulatory requirements. Supports workflow management by working the various functions as assigned and proactively continues to build upon processing knowledge and skills..
Up to 1 year experience in a professional environment
Ability to work with multiple systems
Ability to learn new concepts quickly and adapt to changing environment
Customer Relationship Management
Account Management
Time Management
Analytical skills
Negotiation skills
Prospecting skills
Communication
Problem Solving
Detail Oriented
Results driven
Organizational skills
According to JobzMall, the average salary range for a New Business Representative in 750 Main St, Lynchburg, VA 24504, USA is $41,500-$58,000 per year. This range is based on the current job postings in the area and the salaries of similar roles in the same industry.
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Pacific Life Insurance Company is an American insurance company providing life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans.
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