Senior Life New Business Coordinator
A company is looking for a Sr. Life New Business Coordinator to support Life New Business and Financial Professionals. Key Responsibilities Provide support and triage services to Financial Professionals Assist with field underwriting guidelines and new business processing as necessary Utilize systems to keep Financial Professionals updated and promote digital experiences Required Qualifications H.S. Diploma or Equivalent required; Bachelor's Degree strongly preferred 2-4 years of related experience in case design and illustrations Familiarity with underwriting and new business processes Experience with life insurance/annuity products required Knowledge of Home Office and Field Office systems such as Insight and SmartOffice
A company is looking for a Sr. Life New Business Coordinator to support Life New Business and Financial Professionals.
Key Responsibilities
Provide support and triage services to Financial Professionals
Assist with field underwriting guidelines and new business processing as necessary
Utilize systems to keep Financial Professionals updated and promote digital experiences
Required Qualifications
H.S. Diploma or Equivalent required; Bachelor's Degree strongly preferred
2-4 years of related experience in case design and illustrations
Familiarity with underwriting and new business processes
Experience with life insurance/annuity products required
Knowledge of Home Office and Field Office systems such as Insight and SmartOffice
