New Business Coordinator

Job Summary

A company is looking for a New Business Coordinator (Remote).

Key Responsibilities

• Data collect applications and prepare files for review by underwriters and vendor processing teams
• Build and maintain relationships with internal sales partners and vendors to enhance customer experience
• Order and trace missing underwriting requirements and maintain detailed documentation on all cases being underwritten

Required Qualifications

• 3+ years of relevant business experience in the financial services industry
• Working knowledge of the end-to-end process of life insurance applications and post-issue underwriting transactions
• Ability to work with a sense of urgency, accountability, and ownership
• Easily adaptable to changes in business processes and work priorities