New Business Coordinator

1 month ago


Shelton, United States Barnum Financial Group Full time

A New Business Coordinator provides support to Financial Services Representatives and Barnum Financial Group in analyzing, clarifying and submitting new client applications. This role as part of the Protection Team is directly responsible for overseeing the processes to ensure protocol is being followed in the areas of Life, Disability, and LTC insurance and that Financial Services Representatives are being provided exemplary client service.


Duties and Responsibilities

•Process new business applications in an organized and timely manner

•Provide Case Status updates proactively through use of SalesForce

•Train Advisors and their staff on Operation Processes and Agency systems

•Manage relationships with back-office parties to expedite processes, including underwriters and vendors

•Schedule medical exams for clients

•Track new business through its life cycle and follow up on issues, concerns and delays

•Leverage teammates in times of high case load or unforeseen circumstances

•Escalate issues or areas of concern to New Business Manager, where needed

•Understand the long-term goals and vision of Barnum and how to help the firm reach those goals


Qualifications

•Bachelor’s Degree

•2+ years of Business Analyst/Operations Experience

•Strong analytical and organizational skills

•Strong leadership and high level of common sense

•Easily adaptable to changes in processes and priorities

•Strong multi-tasker with a high level of accountability

•Customer-oriented and professional

•Strong Problem Perception



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