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New Business Coordinator (Insurance Application Specialist)

BravoTECH

New Business Coordinator (Insurance Application Specialist) 12‑month contract (may extend or convert). 5 days onsite in Downtown Dallas. Parking is company paid. Primary Responsibilities Analyze and process incoming life insurance applications, ensuring accuracy and completeness. Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information. Enter data into proprietary home office systems. Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems. Calculate recognition points earned from life insurance applications. Primary Skills & Requirements Experience: 1-2 years in a processing role, meeting daily production goals and quality metrics. Quick Learner: Ability to grasp new concepts quickly. Organized and Motivated: Self‑starter with a high level of motivation. Reliable: Dependable and coachable with a positive, can‑do attitude. Adaptable: Comfortable working in a fast‑paced environment. Accountable: Takes ownership, drives a sense of urgency, and is highly detail‑oriented. Problem‑Solving Skills: Good problem‑solving and analytical skills, with basic math familiarity. Interpersonal Skills: Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff. Customer Service Skills: Good customer service skills, with the ability to work with different personality types and styles, in person or by phone. Communication Skills: Excellent written and oral communication skills (in person, email, and telephone). Computer Skills: Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute. Reliable transportation required. Preferred Experience: Experience with a workflow system and in the insurance industry is a plus. Language Skills: Bilingual in English/Spanish is preferred for this role. #J-18808-Ljbffr BravoTECH

Vacancy posted 5 days ago
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