New Business Coordinator - Life Insurance
About The Position
Spectrum Financial Group is seeking a highly motivated and experienced professional to join its New Business Processing team. The New Business Coordinator will deliver an exceptional experience for advisors, brokers, and clients by ensuring the accurate, timely, and efficient processing of life and disability insurance applications from initial submission through policy issuance. The role is based in Dallas and follows an in-office schedule four days per week and a remote schedule one day per week. The listed compensation is $24–$26 per hour, depending on experience. The start date is immediate to two weeks.
Requirements
- Life, health, or disability insurance experience onboarding new business.
- Experience working closely with advisors.
Responsibilities
- Manage the end-to-end application process, including maintaining tracking systems, following up on medical and underwriting requirements, and ensuring documentation is complete and submitted accurately.
- Facilitate communication, resolve issues, and drive applications to successful completion.
- Train new advisors and brokers on submission procedures and payment processing.
- Support continuous improvement efforts within the department.
- Provide general office and operational support.
- Serve as a backup for team members as needed.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life insurance
- Paid time off
- 401(k) matching
- Team-building events
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
