New Business Coordinator Job Description Template
Our company is looking for a New Business Coordinator to join our team.
Responsibilities:
- Maintain database & files daily;
- Transfer assets in new investment accounts;
- Prepare client deliverables;
- Facilitate/coordinate the underwriting of both LTC & investment applications;
- Onboarding new clients; processing life, annuity, long-term care, and investment applications;
- Daily client interaction.
Requirements:
- College degree;
- Excellent people skills; positive & friendly attitude;
- Experience in underwriting life, LTC, and disability applications;
- Excellent communication skills – written, email, & verbal;
- Life, health, & accidental insurance license preferred;
- Diligent, responsible, detail-oriented, and organized.