New Business Coordinator I

PHP Agency Inc•Addison, TX

11d•Onsite

About The Position

This role is responsible for providing a high level of office support for our customers by receiving, reviewing, filing, and submitting applications and other various types of paperwork.

Requirements

High School diploma or equivalent
0-2 years of experience in administrative roles, the insurance industry, or a similar field
Demonstrates sound judgment and includes appropriate team members in decision-making.
Maintains a friendly, positive, and professional attitude at all times.
Delivers prompt and effective customer service with strong communication skills.
Ensures accuracy and thoroughness when analyzing applications to produce quality results.
Consistently follows organizational policies, completes tasks on time, and maintains confidentiality.

Responsibilities

Compiles and verifies accuracy of data to be entered.
Compares data entered with data from the documents to ensure accuracy.
Takes necessary action to ensure the data submitted is complete and accurate.
Works with agents and marketers to resolve questions, inconsistencies, or missing policy status
Enters data from documents into computer following formats displayed on screen
Keeps record of work completed, transmit entered information into database files or routes documents after entry
Reaches out to carriers to resolve inconsistencies or missing policy status
Train & coach temporary staff during peak season
Review submitted applications to provide quality controls and submit corrections to the carrier
Perform other duties as assigned to support the needs of the team.