New Business Coordinator - Remote

Overview

This position functions as a support role for the life new business specialist teams, including but not limited to assisting the transfer/1035 teams and administrative duties.

In Short

• Prepare transfer paperwork and letters of acceptance.
• Assist with various administrative tasks to support Life New Business Specialist team workflow.
• Complete follow up calls to other insurance carriers.
• Achieve required phone and transaction performance as defined for the New Business Coordinator.
• Adhere to company policies and legal requirements regarding sales and product compliance.

Requirements

• High School Diploma.
• 0-1 years of experience working in a service center, sales support team and/or other previous industry experience preferred.

Benefits

• Flexible work environment with options for in-office, hybrid, and remote work arrangements.
• Employee-centric culture.
• Opportunities for professional development.