• New Business Representative

    Location US-OH-Cincinnati
    Posted Date 4 weeks ago(4 weeks ago)
    Job ID
    # Positions
    Administrative/Customer Support
    Position Type
    Full Time
  • Overview

    Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group’s member companies are subsidiaries of American Financial Group, a Fortune 500 company. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty property and casualty operations and a variety of financial services, there are always opportunities here to learn and grow.


    Our Annuity Operations team is currently seeking a New Business Representative/Transfer Desk Associate.


    • Performs a variety of moderately complex clerical support duties within a functional group or team.  Tasks may include one or more of the following:

      • Telephone Support: Ability to handle 30 - 60 outbound phone calls per day and maintain detailed notes of each conversation
      • Filing:  Maintains classified or indexed records arranged in an established system.  Inserts, removes and notes disposition of materials.  May search and investigate information contained in files.  May insert additional data, prepare routine reports, and provide written information on request.
      • Clerk:  Performs functions such as photocopying, compiling records, filing, tabulating, posting information and distributing mail.  Maintains records, forms, verifies information and resolves moderately complex problems.  May assist in the purchase of office supplies and facility security functions (keys, badges, etc.).  May answer and / or screen incoming calls.
      • Printing:  Completes assignments of moderate technical complexity ranging from single and multicolor forms, promotional materials, bulletins, manuals and other printed material including documents requiring merge of covers, text, indexes and related items.  Performs necessary equipment set-up and preparatory work. Operates bindery equipment such as folder, cutter, perforator, punches, collator, drill, stapler, padder, etc.
      • Document Assembly:  Assembles packages and / or distributes moderately complex policy forms, endorsements, marketing and promotional materials, special forms and output reports to customers (field personnel, agents, insureds, etc.).  Performs quality control on products, identifies rejects and returns to appropriate initiating offices, recording rejected materials.
      • Imaging-Scanning:  Scans routine / less complex documents of all types from customers, performing quality control and assuring legibility of all images.  Applies automated and / or manual index values at time of scanning.  Determines priority of work based on customer service level agreements.  Performs routine equipment maintenance.  As needed, may prepare documents for scanning.  May prepare documents for offsite storage.
      • Mailing:  Prepares incoming mail for distribution and processes outgoing mail.  Distributes and collects mail, determines and affixes appropriate postage.  Maintains records on postage, registered mail and packages.  Operates mailroom equipment including postage machine, sorter, inserter, etc. Maintains knowledge of the rules, regulations and procedures of the various mail and package systems / vendors throughout the nation.
      • Data Entry:  Inputs lists, records or other data points into an electronic format.
      • Supply:  Orders, receives, stores and issues supplies (stationery, office supplies, marketing materials etc.).  Maintains established inventory levels by checking shelves and prepares purchase orders or notifies supervisor at established reorder points.  Stocks deliveries and checks that deliveries conform to purchase orders (quality and quantity).
      • Word Processing:  Prepares standard documents from various sources of written or dictated input which may include page layouts and charts.  Enters corrections, revisions and proofreads output for accuracy and completeness.
    • Complies with appropriate company and / or regulatory guidelines (i.e., handling of checks, titles, other negotiable items, etc.).


    • Maintains familiarity with department operations, policies and procedures, as well as the business and organization.


    • Learns to and responds to inquiries from agents and other areas via outbound phone calls.


    • May assist in assembling the new policy and maintaining filing systems.


    • Develops working knowledge of department policies and procedures, as well as business and organization.


    • Performs other duties as assigned.


    • High school diploma or equivalent.
    • 1 to 2 years related experience.
    • Experience in the insurance industry helpful.
    • Able to work independently with moderate supervision, displays initiative.
    • Attention to detail required.


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