New Business Coordinator

2 weeks ago

Garden City, New York, United States Lee, Nolan & Koroghlian Full time

We are seeking an enthusiastic individual to join our team as a life insurance new business coordinator/office manager in our Garden City office. This role will be responsible for overseeing the administrative operations of the office location and in handling all aspects of life new business processing.
Responsibilities include:
  • Scan and process new applications, contract changes, and informal inquiries.
  • Coordinate underwriting requirements by interacting with agents, staff, and underwriters/case managers
  • Handle initial and downstream accounting entries related to the new business process
  • Process policy delivery requirements and other notifications to agents.
  • Provide excellent day-to-day customer service to agents, clients, and management, either over the phone, in person, or through electronic communication
  • Oversee and maintain day to day operations of the office
  • Manage workspace, access, and act as point of contact for building management and office communications
  • Maintain office supplies, forms, equipment
  • Respond to ad-hoc requests
  • Other office duties as assigned
Requirements:
  • Associates, or Bachelor's degree preferred, or equivalent years of related experience
  • The ideal candidate should have 2-5 years of life insurance new business processing and related office management experience.
  • Candidates must have a professional appearance, excellent phone and customer service skills
  • Excellent organizational skills and attention to detail
  • Ability to prioritize and manage multiple tasks
  • Computer skills and working knowledge of Microsoft Office are a must

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