10 часов назад
New Business Coordinator I (Insurance Operations)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
New Business Coordinator I (Insurance Operations): Processing life insurance applications and contracting paperwork with an accent on accuracy, completeness, and timely submission. Focus on resolving missing information, managing high-volume case workflows, and coordinating communication between agents, carrier partners, and internal teams.
Location: Fully onsite at Fountain Place in Downtown Dallas, TX, United States
Company
is a national independent distributor of life, health, and wealth insurance products with an 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 insurance 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, update, and manage application data in proprietary business systems.
- Submit applications and contracting paperwork to insurance carriers accurately and on time.
- Track recognition points and collaborate on workflow and service improvements in a high-volume operations environment.
Requirements
- 1–2 years of experience in processing, administration, operations, or case management.
- Ability to meet productivity and quality standards in a fast-paced environment.
- Strong organization, accuracy, attention to detail, analytical thinking, troubleshooting, 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 relationships with internal and external partners.
Nice to have
- Insurance industry experience.
- Experience with workflow or case management systems.
- Bilingual English and Spanish communication skills.
Culture & Benefits
- Professional office environment in a premier Downtown Dallas location.
- Paid onsite garage parking.
- Fully subsidized DART rail access.
- Collaborative culture focused on service, accountability, continuous improvement, and growth.
- Opportunity to build operations and insurance industry experience in a rapidly expanding national organization.
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