New Business Coordinator - Remote

Overview

JKJ Financial Services is seeking a New Business Coordinator to assist in executing and implementing new life insurance policies, ensuring timely and professional service for clients.

In Short

• Assist the Director of New Business with life insurance policy implementation.
• Request and organize medical records from healthcare providers.
• Prepare insurance-related materials such as applications and cover letters.
• Edit and manage new business spreadsheets and documents.
• Handle client payments related to new business.
• Interact with clients and insurance carriers via phone and email.
• Collaborate with the New Business Director on workflow.
• Print and mail insurance policy materials to clients.
• Prepare invoices for medical record reimbursement.
• Full-time on-site training followed by a hybrid work schedule.

Requirements

• Bachelor’s degree required.
• Comfortable working with medical and health information.
• Ability to maintain confidentiality with sensitive information.
• Life and Health insurance license to be obtained within 6 months.
• Strong time management and organizational skills.

Benefits

• Work for a well-established and recognized firm.
• Opportunity for hybrid work schedule after training.
• Comprehensive training provided.
• Supportive work environment.