Job Description
New Business Associate Acquisition Texas National Financial Group - Addison, TX, US The New Business Associate plays a critical role in supporting all activities related to new business processing across the agency.This position is responsible for ensuring accuracy, efficiency, and a high level of service throughout the lifecycle of submitted business, while also supporting training and ongoing communication with internal teams and producers.Salary is based on qualifications, experience, and demonstrated skills Responsibilities:Managing new business processing for the home office Reviewing and validating paperwork for completeness and accuracy Handling contract service issues and policy changes Ordering and tracking outstanding requirements Managing underwriting communications Monitoring and reporting on pending and paid business Following up on the transfer activity Communicating with producers regarding client service needs and case status Lead agent onboarding and deliver training on internal platforms, new business procedures, and processing standards Distribute and track conservation-related communications Support additional operational and administrative initiatives as needed Qualifications:Requirements Strong verbal and written communication skills Excellent interpersonal skills with the ability to engage effectively across all levels of the organization and field force High level of initiative, accountability, and ability to work independently with minimal supervision Proven ability to manage multiple priorities and adapt in a fast-paced environment Strong attention to detail and commitment to quality Proficiency in Microsoft Excel and Outlook Collaborative team player with a service-oriented mindset Ability to successfully pass a background check About Company At Texas National Financial Group, we're more than a financial services firm.We're a community built on gratitude, communication, and transparency.Our mission is to empower agents to build meaningful, purpose-driven careers while helping families protect what matters most.We combine personalized mentorship, innovative tools, and industry-leading training to give our professionals the support they need to grow successful, sustainable businesses.What truly sets us apart is our culture, one rooted in teamwork, integrity, and shared success.Every agent is treated like family, encouraged to dream big, and provided with the resources to turn those goals into reality.At Texas National Financial Group, success isn't achieved alone; it's built together..