What are the responsibilities and job description for the New Business Coordinator position at AXIOM PRO?
Axiom Pro is a leading recruiting and outstaffing company. One of our esteemed partners, a prominent U.S.-based provider of trusted life insurance solutions, is committed to ensuring financial security and delivering exceptional service. With a customer base of over 1.6 million policyholders, the company offers innovative coverage options designed to meet the needs of individuals at various stages of life. Dedicated to upholding values of trust and inclusivity, it maintains an A (Excellent) rating from AM Best.
This organization is currently seeking a New Business Coordinator to join their team. In this role, you will be responsible for processing life and annuity applications with a focus on efficiency, minimizing turnaround times while ensuring the highest level of customer satisfaction. You will review confidential documents for accuracy, manage medical record requests, and ensure the timely completion of cases. This is a critical role within the organization, requiring attention to detail and a commitment to delivering outstanding service to policyholders.
Responsibilities
- Review and verify the completion and accuracy of sensitive and confidential documents.
- Process life insurance and annuity applications, ensuring each case is managed to reduce turnaround time and enhance customer satisfaction.
- Order medical records and handle case completion from start to finish.
- Generate necessary reports, correspondence, and form letters, following up according to established procedures.
- Ensure all new applications for life insurance and annuity products meet legal, technical, and underwriting standards.
- Consult with senior team members for guidance on complex cases.
- Manage customer inquiries from agents and members.
Additional Responsibilities:
- Handle reinstatements and conversions as needed.
- Track and update new business applications, ensuring accurate data entry.
- Process customer inquiries and maintain consistent communication with agents and members.
Requirements
- 1-2 years of experience in a process-oriented customer service role.
- High School diploma or equivalent, with some college coursework preferred.
- Proficient in computer and data entry, with strong MS Office skills.
- Comfortable using internet-based systems.
Key Skills:
- Strong verbal and written communication skills.
- High attention to detail for document accuracy and consistency, following procedures meticulously.
- Ability to stay calm and professional in high-pressure situations, maintaining productivity during setbacks or emotionally charged interactions.
- Skilled at analyzing data to identify problems and applying solutions, while also being able to anticipate issues and create contingency plans.
- Demonstrated technical proficiency and the ability to handle complex job-related tasks.
Working Day
- Full Time Job
Working Conditions
- A dynamic and supportive work environment where your passion for helping people can thrive.
- Working hours from 9:30 PM to 6:00 PM.
- Immediate access to Medical, Dental, Vision, Life, and Disability coverage.
- Pension plan and performance-based incentive program.
- 401(k) with company match.
- Generous Paid Time Off and Holidays.
- AAA Basic Membership.
If you're interested in the role and would like to move forward, please click the link below to apply. The automated pre-screening takes just 5 minutes, and following these simple steps greatly increases your chances of being considered. We highly encourage you to complete the process.
https://axiompro.biz/careers/support/customer-support/new-business-professional/
