New Business Coordinator
New Business Coordinator
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 60000 - 80000
1 Vacancy
Job Description
Title Job New Business Coordinator Life Insurance Firm
Position Title: New Business Coordinator
Company: Laffie Financial Group
Location: Syosset NY Onsite
Employment Type: FullTime
Overview: The New Business Coordinator ensures smooth onboarding of clients and manages the life insurance application process. This role involves coordinating with clients agents carriers and internal teams to maintain efficient workflows and exceptional customer service. The ideal candidate is detailoriented organized and thrives in a fastpaced environment.
Responsibilities:
- Process Management:
- Oversee life insurance applications from submission to issuance.
- Ensure applications are accurate and complete and track their progress with carriers.
- Client & Carrier Coordination:
- Communicate with clients to address questions and requirements.
- Liaise with insurance carriers to track underwriting and resolve issues.
- Data & Compliance:
- Maintain accurate records in the CRM system.
- Ensure compliance with regulatory standards and perform quality checks.
- Team Support:
- Assist agents with application prep and client illustrations.
- Provide training and support for new team members.
Qualifications:
- Education:
- Bachelors degree in business finance or related field (preferred) or equivalent experience.
- Experience & Skills:
- 13 years in life insurance or financial services.
- Familiarity with life insurance products and underwriting processes.
- Strong organizational communication and time management skills.
- Proficiency in Microsoft Office and CRM systems.
What We Offer:
- Competitive salary with performance bonuses.
- Comprehensive health dental and vision insurance.
- Paid time off and holidays.
- Professional growth opportunities.
- Supportive team culture.
Join Us:
Were excited to welcome a proactive New Business Coordinator to our team to help deliver exceptional financial solutions to our clients.
Required Experience:
IC
Employment Type
Full-Time
