What are the responsibilities and job description for the New Business Coordinator position at Renaissance Financial?
About Renaissance Financial
Renaissance Financial is a comprehensive Financial Services Firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom… one relationship at a time. Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to process all Life Insurance and Disability business applications, orders medical records, helps manage life insurance cases, follow up on submitted policy requests, provides support with inforce business and assists Vice President with administrative duties.
Primary Responsibilities
- Processes and tracks new Life and Disability applications and review for accuracy
- Managing the process of uploading forms into our Docupace system.
- Emailing daily new business to the appropriate carrier
- Communicates with the advisors and/or assistants regarding the status of their pending business
- Assists with outside business (AIMCOR, Crump, CIA and Standard)
- Provides back up to the new business team including the new business staff in our outside offices.
- Order Medical Records
- Follow Up on Service Requests (policy changes)/ Research issues with inforce policies
- Provide administrative assistance to the Vice President, Insurance Operations
-
Other duties may be assigned to meet the business needs.
Essential Characteristics
- Must have high level of interpersonal skills to handle sensitive and confidential situations.
- This position requires demonstrated poise, tact and diplomacy.
- Must be able to interact and communicate with individuals at all levels of the organization.
- Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.
- Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.
Education, Training & Experience (Required)
- High School diploma
- Two or more years of experience in an office environment
- Working knowledge of life insurance – preferred, not required
Licenses & Certifications Preferred (not Required)
- Life & Health
- Series 6
- Series 63
Computer Equipment and Software
Proficiency in the use of computer programs for:
- Microsoft Office Suite
- Databases
- Spreadsheets
- Access
- Internet
Proficiency in the use of office equipment:
- Computer
- Voice messaging systems
- Fax
- Photo copier
- Typing of at least 50 wpm
Working Conditions
- This position requires working in an office environment.
- This position usually works a standard work week.
- This position rarely works overtime.
- This position rarely involves travel (outside of the onboarding period)
- We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.
Benefits and Incentives
- Employer Paid Medical Insurance.
- Employer provided 401k contribution (up to 10% based on team member eligible compensation annually).
- Potential for Annual Variable Compensation and Bonuses.
- Employer Licensing Coverage and Growth Opportunities.
