New Business Coordinator
INTEGRITY
divh2New Business Coordinator/h2pWe are looking for a New Business Coordinator/Data Entry Specialist to join our operations team. This position is part of Lion Streets life insurance division, based in Austin, TX. This is a great opportunity for an individual looking to proactively collaborate in a team environment with a high level of growth potential. The new business team supports a nationwide network of elite and experienced life insurance practitioners./ph3Job Description and Duties/h3pThis position is part of a group of new business coordinators responsible for the day-to-day team workflow and output. The success of this individual will rely on their ability to quickly receive incoming applications and associated documentation from different sources and preparing it timely and effectively for our Case Management to review and process./ppSpecific tasks include:/pulliCollaborate in the management of the team inbox where applications and other documentation is received./liliEnter the received applications in the company system and create a task for case managers to begin processing./liliFile and manage case documentation in the company system./liliPre-populate insurance applications based on information provided./liliConfirm that agents are properly licensed/contracted./liliMail out policies and notices that are received./liliCommunicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow./liliAssist in additional projects as needed./li/ulh3Skills and Experience/h3pQualified candidates must meet minimum job qualifications./ppThe ideal candidate must have 1+ years of data entry experience with an emphasis on accuracy. Currently in or previously worked in the life insurance industry is preferred but not required. Prior work in a Brokerage General Agency is a plus. Must be detail-oriented, strives in a team environment, self-motivated, and able to work in a fast-paced environment. Knowledge of Agency Integrator and Paper Clip is preferred but not required. Experience with MS office suite is required/ppPosition is located in Austin, TX at our beautiful downtown office./ppWe include benefits that make work-life more fun with a peace of mind for our team. These benefits include but are not limited to:/pulliGenerous PTO and holiday schedule, with extra time off for community service and your birthday/liliWorkplace perks galore: free snacks and drinks, and onsite gym facilities/liliGenerous health insurance benefits/lili401(k) with immediately vested employer matching/liliEmployer paid HAS and FSA contributions for eligible health plans/liliPaid Parking/liliEmployee ownership program/li/ulpWe work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture./p/div
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