New Business Coordinator

Integrity • Dallas, TX

4d • Onsite

About The Position

PHP Agency is seeking a highly organized and motivated New Business Coordinator to join their fast-growing national financial services organization. This role is crucial for ensuring life insurance applications move from submission to approval efficiently and accurately. The New Business Coordinator will work directly with insurance agents, carrier partners, and internal teams to support families in accessing financial protection solutions. The ideal candidate is detail-oriented, enjoys problem-solving, building relationships, and keeping business moving forward in a fast-paced environment.

Requirements

• 1-2 years of experience in a processing, administrative, operations, or case management environment.
• Proven ability to meet productivity and quality standards in a fast-paced setting.
• Strong organizational skills, accuracy, and attention to detail.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency in Outlook, Excel, and Word.
• Typing speed of at least 50 WPM.
• Strong analytical, troubleshooting, and problem-solving abilities.
• Ability to build strong working relationships with internal and external partners.

Nice To Haves

• Insurance industry experience.
• Experience working within a workflow or case management system.
• Bilingual English/Spanish communication skills.

Responsibilities

• Review and process incoming life insurance applications for accuracy, completeness, and readiness for submission.
• Partner with agents and their teams to obtain missing information, resolve application issues, and keep cases moving forward.
• Serve as a professional point of contact through phone and email communication with agents, business partners, and internal teams.
• Enter, update, and manage application information within proprietary business systems with strong attention to detail.
• Submit applications and contracting paperwork to insurance carrier partners accurately and on time.
• Track and calculate recognition points associated with submitted applications.
• Collaborate with teammates, leadership, and cross-functional departments to improve workflow, service, and business outcomes.
• Support a high-volume, fast-paced operations environment while maintaining quality, urgency, and professionalism.

Benefits

• Paid onsite garage parking
• Fully subsidized DART rail access
• Professional office environment in a premier Downtown Dallas location
• Collaborative team culture that values service, accountability, continuous improvement, and growth.
• Opportunity to build valuable operations and insurance industry experience within a rapidly expanding national company.
• Meaningful work that helps agents and carrier partners support families with financial protection solutions every day.
• Competitive compensation package

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed