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12 дней назад

New Business Coordinator (Life Insurance)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
New Business Coordinator (Life Insurance): Processing incoming life insurance applications and documentation for case management review with an accent on accurate data entry, document handling, and team workflow coordination. Focus on preparing applications, maintaining case files, verifying agent licensing and contracts, and supporting efficient daily operations.

Location: Onsite in Austin, Texas, at the downtown office

Company

hirify.global is a financial services distribution company focused on life, health, and wealth insurance products, with an insurtech-oriented approach.

What you will do

  • Manage the team inbox receiving applications and supporting documentation.
  • Enter applications into the company system and create tasks for case managers.
  • File and maintain case documentation in the company system.
  • Pre-populate insurance applications using provided information.
  • Confirm that agents are properly licensed and contracted.
  • Mail policies and notices and support additional operational projects.

Requirements

  • At least 1 year of data entry experience with a strong emphasis on accuracy.
  • Required experience with Microsoft Office Suite.
  • Strong attention to detail, self-motivation, and the ability to work in a fast-paced team environment.
  • Ability to work onsite in Austin, Texas.

Nice to have

  • Current or previous experience in the life insurance industry.
  • Experience working in a Brokerage General Agency.
  • Knowledge of Agency Integrator and Paper Clip.

Culture & Benefits

  • Collaborative, creative environment with opportunities to learn and grow.
  • Generous paid time off and holiday schedule, including additional time for community service and birthdays.
  • Health insurance benefits, employer-paid HSA and FSA contributions for eligible plans.
  • 401(k) with immediately vested employer matching.
  • Onsite gym facilities, snacks and drinks, paid parking, and an employee ownership program.

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