What are the responsibilities and job description for the Life Insurance - New business coordinator position at The Laffie Financial Group?
Title Job New Business Coordinator – Life Insurance/Financial Planning Firm
Position Title: New Business Coordinator
Company: Laffie Financial Group
Location: Syosset, NY, Onsite
Employment Type: Full-Time in office
Overview: 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.
- Ensure compliance with regulatory standards and perform quality checks.
Team Support:
- 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.
- This 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.
Salary : $65,000 - $85,000