New Business Coordinator
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About the Role
New Business Coordinator – Insurance & Annuity Operations Compensation: Up to $65,000 Base Salary + Bonus + Comprehensive Benefits A growing financial services organization is seeking a New Business Coordinator to support the processing and management of life insurance and annuity applications.
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Overview
***New Business Coordinator***
Compensation
Up to $65,000 Base Salary + Bonus + Comprehensive Benefits
A growing financial services organization is seeking a
*New Business Coordinator*
to support the processing and management of life insurance and annuity applications.
This role serves as a key liaison between advisors, carriers, underwriting teams, and internal operations staff to ensure applications move efficiently from submission through policy delivery.
What You'Ll Do
- Manage life insurance and annuity applications throughout the underwriting process
- Coordinate with advisors, underwriters, and carriers to obtain outstanding requirements
- Monitor pending business and proactively resolve issues
- Communicate application status updates and policy delivery timelines
- Maintain accurate records within CRM and case management systems
- Ensure quality, compliance, and service standards are consistently met
- Assist with process improvements and operational initiatives
What We'Re Looking For
- 2+ years of experience in insurance operations, underwriting support, case management, or new business processing
- Familiarity with life insurance and/or annuity products
- Strong organizational and communication skills
- High attention to detail and customer service orientation
- Experience managing multiple priorities in a fast-paced environment
- Proficiency with Microsoft Office and business systems
Compensation & Benefits
- Up to $65,000 base salary
- Bonus opportunity
- Comprehensive benefits package
- 401(k) with company match
- Paid time off and holidays
- Hybrid work arrangement
- Long-term growth potential within a collaborative organization
- If you're looking to build your career within insurance operations and advisor support while joining a team-oriented environment, we'd love to hear from you.
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