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New Business Coordinator

4 months ago

Newport Beach, United States Capstone Partners Financial and Insurance Services, LLC Full time

Serve as a liaison between underwriters and agents to facilitate the approval, issuance, and delivery of policies.
- Process reissues and commission change forms for agents.
- Collaborate with agents or their assistants regarding pending requirements for their cases.
- Report initial premiums and set up bank drafts.
- Manage new business reporting and prepare policies for delivery.
- Track new cases from initiation to completion.
- Provide support at the front desk by welcoming and directing visitors and clients.
- Offer backup phone support for the enterprise, including call answering, transferring, and screening when necessary.
- Perform other duties as assigned by the manager.

Expected Results:

- Ensure prompt follow-up with agents and underwriters on outstanding items.

Requirements & Skills:

- A college degree or equivalent career experience related to job duties.
- Two years of administrative experience.
- Strong process orientation with meticulous attention to detail.
- Self-motivated with a highly disciplined work ethic.
- Previous experience in the financial services industry preferred.
- Ability to maintain strict confidentiality.
- Passionate about achieving team results and contributing to organizational growth.
- Adherence to a business professional dress code.

Salary Range & Benefits:

- Competitive salary: $45,000 - $55,000 annually, depending on experience.
- Comprehensive benefits package including medical, dental, vision, and life insurance.
- Short-term and long-term disability coverage.
- 401k plan with a 5% employer match.

Pay: $45,000.00 - $55,000.00 per year

**Benefits**:

- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance

Schedule:

- Monday to Friday

**Education**:

- Bachelor's (preferred)

**Experience**:

- Customer service: 2 years (preferred)
- Administrative: 2 years (required)
- Financial services: 1 year (preferred)

Work Location: In person