What are the responsibilities and job description for the New coordinator position at Center for Wealth Preservation?
Title Job New Business Coordinator - Life Insurance FirmPosition Title : New Business CoordinatorCompany : Laffie Financial GroupLocation : Syosset, NY, OnsiteEmployment Type : Full-TimeOverview : 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 detail-oriented, organized, and thrives in a fast-paced 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.
- Assist agents with application prep and client illustrations.
- Provide training and support for new team members.Qualifications :
- Education :
- Bachelor's degree in business, finance, or related field (preferred) or equivalent experience.* Experience & Skills :
- 2 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 : We're excited to welcome a proactive New Business Coordinator to our team to help deliver exceptional financial solutions to our clients.
Last updated : 2024-11-25
