Demo

New Business Coordinator

Abacus Group, LLC
Syosset, NY Full Time
POSTED ON 1/19/2025
AVAILABLE BEFORE 4/20/2025

Our client is an asset management firm. They seek a New Business Coordinator to join their Syosset, NY office.

Responsibilities

  • Manage life insurance applications from submission to issuance
  • Ensure applications are accurate, and track their progress with carriers
  • Communicate with clients to address questions and requirements
  • Work with insurance carriers to track underwriting and resolve issues
  • Maintain and verify records' accuracy in the CRM system
  • Uphold compliance with regulatory standards and perform quality checks
  • Collaborate with agents on application prep and client illustrations
  • Provide training and support for new team members

Requirements

  • Bachelor's degree in business / finance
  • 2 years of insurance / financial services experience
  • Familiar with life insurance and underwriting
  • Organized, analytical, and detail-oriented
  • Excellent written and verbal communication skills
  • Skilled in MS Office Suite and CRM systems
  • JobID : 17499

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