Temporary New Business Coordinator

How you’ll contribute:

As a contract New Business Coordinator, you’ll be responsible for performing duties related to the data collection of applications for individual life insurance policies. Additionally, you may serve as the primary customer service representative to our internal sales team and underwriters throughout the process. This position is a 6-month to 12-month contract assignment.

In this role, you’ll get to:

• Data collect applications and prepare files for review by underwriters and vendor processing teams; orders, follows up and retrieves underwriting requirements; uploads and updates data; provides general clerical and administrative support.
• Build and maintain relationships with internal sales partners, vendors and internal colleagues to support the fulfillment of an efficient customer experience as it relates to underwriting new or inforce business.
• Apply time management skills to prioritize deadlines appropriately.
• Answer questions to ensure that all supporting forms and underwriting requirements are complete with proper signatures.
• Order and trace missing underwriting requirements including attending physician statements, medical test results, customer reports, etc.
• Review sales illustrations from sales representatives for completeness and resolves discrepancies.
• Maintain detailed documentation on all cases being underwritten.
• Update new business and/or underwriting systems and other databases with underwriting decisions and requirements.
• Type amendments and letters as needed.
• Support the New Business or Underwriting team with any reissue requests.
• Perform other related duties as assigned or required.

We’re looking for people who have:

• 3+ years of relevant business experience in the financial services industry.
• Working knowledge of the end-to-end process of life insurance applications and post issue underwriting transactions.
• Effective problem resolution, organizational skills, detail oriented and uses sound business judgement.
• Excellent written and oral communication skills to communicate clearly and concisely by telephone and email.
• Works with a sense of urgency, accountability and ownership; results driven.
• Easily adaptable to changes in business processes, work priorities and work environment.