5 дней назад
New Business Coordinator (Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
New Business Coordinator (Insurance): Processing and coordinating life insurance applications, contracting paperwork, and case information with an accent on accuracy, service, and operational follow-through. Focus on resolving application issues, managing high-volume workflows, and coordinating with agents, carrier partners, and internal teams.
Location: Onsite at Fountain Place in Downtown Dallas, Texas
Company
is a national distributor of life, health, and wealth insurance products with a strong insurtech focus, supporting independent agents and clients across the United States.
What you will do
- Review and process incoming life insurance applications for accuracy, completeness, and submission readiness.
- Work with agents and their teams to obtain missing information and resolve application issues.
- Communicate with agents, carrier partners, and internal teams by phone and email.
- Enter and maintain application data in proprietary business systems.
- Submit applications and contracting paperwork to insurance carriers accurately and on time.
- Track recognition points and support workflow improvements in a high-volume operations environment.
Requirements
- 1–2 years of experience in processing, administrative, operations, or case management work.
- Ability to meet productivity and quality standards in a fast-paced environment.
- Strong organization, accuracy, attention to detail, analytical thinking, and problem-solving skills.
- Excellent written, verbal, and interpersonal communication skills.
- Proficiency in Outlook, Excel, and Word.
- Typing speed of at least 50 WPM and ability to build effective working relationships.
Nice to have
- Insurance industry experience.
- Experience with workflow or case management systems.
- Bilingual English/Spanish communication skills.
Culture & Benefits
- Professional office environment in a premier Downtown Dallas location.
- Paid onsite garage parking or fully subsidized DART access.
- Collaborative culture focused on service, accountability, continuous improvement, and growth.
- Opportunity to build operations and insurance industry experience within a rapidly expanding national organization.
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