Senior Life New Business Coordinator

Job Summary

A company is looking for a Sr. Life New Business Coordinator to support Life New Business and Financial Professionals.

Key Responsibilities

• Provide support and triage services to Financial Professionals
• Assist with field underwriting guidelines and new business processing as necessary
• Utilize systems to keep Financial Professionals updated and promote digital experiences

Required Qualifications

• H.S. Diploma or Equivalent required; Bachelor's Degree strongly preferred
• 2-4 years of related experience in case design and illustrations
• Familiarity with underwriting and new business processes
• Experience with life insurance/annuity products required
• Knowledge of Home Office and Field Office systems such as Insight and SmartOffice