New Business Coordinator

Compensation & Benefits

• $18-$20 per hour depending on qualifications and experience
• Generous PTO package
• Medical, Dental, Vision, Life Insurance, Short Term & Long-Term Disability
• 401K match
  
  

Organization/Business Overview

North Star Resource Group is an independent financial services firm helping our clients start and stay on the path to financial security. We are committed to your complete financial wellness; whatever life may bring.

We are looking for individuals to join our company that live our core values:

• Responsibility
• Faith
• Integrity
• Growth
• Gratitude
• Service
  
  

Position Summary

This role is your first opportunity to start your career growth within the North Star family and is essential to our client experience and requires excellent customer service to our clients and advisors. As a New Business Processor, you will be a vital piece of the daily operations, by running reports, communicating with outside carriers, as well as processing all life insurance, disability insurance, and securities applications for internal and external clients.

Minimum requirements in terms of educational background, work experience, or other knowledge, skills and abilities.

• Minimum one year of administrative work experience
• Strong computer skills, Microsoft Office Suite experience preferred
• Good verbal and written communication skills
• Excellent customer service skills
• Maintains confidentiality of information
• Ability to coordinate multiple tasks and priorities
• High attention to detail
• High school diploma or GED
  
  

This description covers the primary and principal duties of the job. It is not intended to give all details or a step-by-step account of the way each procedure or task is performed.

Additional Skills And Experience

• Good organizational and demonstrated problem solving skills a plus.
• Knowledge of insurance/ financial services industry