2 customer service specialist compliance jobs found in Cherry Hill, NJ

New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review each issuance to ensure underwriting guidelines or for compliance purposes. (20%) Enters information into Agency Management System following company guidelines. (20%) Completes processing of application using established guidelines. (10%) Follows up with agent for any trailing documents required by carrier. (10%) Submits and issues new business policies with carriers. (20%) Follows up in agency management system to ensure policy downloaded or was entered correctly to system....

New Business Specialist provides support to the sales team when processing client applications across several lines of business. This role needs to ensure questions and applications are answered thoroughly meeting guidelines and compliance standards. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review each issuance to ensure underwriting guidelines or for compliance purposes. (20%) Enters information into Agency Management System following company guidelines. (20%) Completes processing of application using established guidelines. (10%) Follows up with agent for any trailing documents required by carrier. (10%) Submits and issues new business policies with carriers. (20%) Follows up in agency management system to ensure policy downloaded or was entered correctly to system....