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New Business Coordinator
Masis Professional Group
Southfield, KSA
Full Time
Mid
Hybrid
4 weeks ago
Insurance OperationsLife InsuranceAnnuity ProductsCase ManagementCRMMicrosoft Office
Free
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Insurance OperationsLife InsuranceAnnuity Products
About the Role
Masis Professional Group is seeking a New Business Coordinator to support the processing and management of life insurance and annuity applications.
Key Skills for This Role
Insurance OperationsLife InsuranceAnnuity ProductsCase ManagementCRMMicrosoft Office
Responsibilities
- Manage life insurance and annuity applications throughout the underwriting process
- Coordinate with advisors, underwriters, and carriers to obtain outstanding requirements
- Monitor pending business and proactively resolve issues
- Communicate application status updates and policy delivery timelines
- Maintain accurate records within CRM and case management systems
- Ensure quality, compliance, and service standards are consistently met
- Assist with process improvements and operational initiatives
Requirements
- 2+ years of experience in insurance operations, underwriting support, case management, or new business processing
- Familiarity with life insurance and/or annuity products
- Strong organizational and communication skills
- High attention to detail and customer service orientation
- Experience managing multiple priorities in a fast paced environment
- Proficiency with Microsoft Office and business systems
Full Job Posting
Position Overview
- A growing financial services organization is seeking a New Business Coordinator to support the processing and management of life insurance and annuity applications.
- This role serves as a key liaison between advisors, carriers, underwriting teams, and internal operations staff to ensure applications move efficiently from submission through policy delivery.
What You'll Do
- Manage life insurance and annuity applications throughout the underwriting process.
- Coordinate with advisors, underwriters, and carriers to obtain outstanding requirements.
- Monitor pending business and proactively resolve issues.
- Communicate application status updates and policy delivery timelines.
- Maintain accurate records within CRM and case management systems.
- Ensure quality, compliance, and service standards are consistently met.
- Assist with process improvements and operational initiatives.
What We're Looking For
- 2+ years of experience in insurance operations, underwriting support, case management, or new business processing.
- Familiarity with life insurance and/or annuity products.
- Strong organizational and communication skills.
- High attention to detail and customer service orientation.
- Experience managing multiple priorities in a fast paced environment.
- Proficiency with Microsoft Office and business systems.
Compensation & Benefits
- Up to $65,000 base salary.
- Bonus opportunity.
- Comprehensive benefits package.
- 401(k) with company match.
- Paid time off and holidays.
- Hybrid work arrangement.
- Long term growth potential within a collaborative organization.
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