New Business Coordinator

POSITION SUMMARY:

• Review, analyze, trouble shoot, and process incoming life insurance applications for accuracy and completeness.

• Follow up (via e-mail or telephone) with life insurance agents (or their staff) on missing requirements and/or to clarify information.
• Data Enter information into proprietary home office systems.
• Submit life applications or contracting paperwork to the appropriate life insurance carriers through a variety of delivery systems.
• Calculate points earned for recognition purposes. (for life insurance applications only

QUALIFICATIONS & EXPERIENCE: (Includes but not limited to)

• 1- 2 years' experience in a processing role, with daily production goals & quality metrics to meet
• Ability to grasp concepts quickly
• Organized, self-starter, motivated high performer
• Dependable and reliable
• Coachable
• Positive, can-do attitude
• Comfortable working in a fast-paced environment
• Highly accountable; takes ownership and drives sense of urgency
• Very detail oriented, accurate, high quality and quantity of work output
• Good problem solving and analytical skills
• Familiarity with basic math
• Excellent interpersonal skills; able to build strong relationships in the home office, and with independent insurance sales agents and their staff
• Good customer service skills
• Ability to work with different personality types and styles, in person or by phone
• Excellent written & oral communication skills (in person, e-mail and telephone)
• Proficient Computer Skills (Outlook, Excel, Word.) Type minimum 50 words per minute.
• Experience with a workflow system a plus
• Experience in the insurance industry a plus
• Bilingual Spanish a plus. Must also understand, speak, and write English.