New Business Coordinator

NFP Corp•Boston, MA

1d•$53,700 - $85,900

About The Position

The New Business Coordinator supports the New Business team with life insurance underwriting requirements, medical record review, and policy implementation. The role tracks underwriting cases, prepares medical summaries, maintains accurate documentation, and coordinates with carriers, advisors, medical providers, and internal stakeholders to help cases progress and policies get placed in a timely manner. The coordinator gains exposure to insurance portfolio implementation and progressively takes responsibility for straightforward cases and smaller portfolios independently. The position develops technical expertise in life insurance underwriting, case management, and portfolio implementation while contributing to a collaborative, service-oriented team. Responsibilities include ordering and managing medical records and other underwriting requirements; monitoring outstanding items and follow-ups; documenting case activity in Salesforce and other systems; preparing underwriting submissions and medical summaries; identifying significant medical findings for senior leadership; and supporting policy issuance, funding requirements, reviews, and delivery preparation. The coordinator also communicates case status and potential delays, participates in implementation meetings and training, and contributes to workflow and service-quality improvements.

Requirements

Strong organizational skills and exceptional attention to detail.
Ability to review, interpret, organize, and summarize complex information accurately.
Strong analytical and problem-solving abilities.
Excellent written, verbal, and interpersonal communication skills.
Ability to manage multiple priorities and deadlines in a fast-paced environment.
Strong follow-up skills and a proactive approach to managing outstanding requirements.
Ability to work independently and collaborate effectively across teams.
Strong ownership, accountability, and professional judgment.
Ability to handle confidential and sensitive information with discretion.
Proficiency in Microsoft Office applications, CRM systems, and related business technology.
Service-oriented approach and commitment to a positive client and advisor experience.
Willingness to learn processes, develop technical expertise, and take on additional responsibilities.
Bachelor's degree or equivalent professional experience.
2–5 years of experience in insurance operations, underwriting support, case management, healthcare administration, medical records review, or a related field.

Nice To Haves

Previous experience in life insurance, underwriting, or insurance case management.
Experience reviewing medical records or preparing medical summaries.
Working knowledge of life insurance underwriting concepts, carrier requirements, and policy implementation processes.
Experience using Salesforce or similar CRM and case management systems.

Responsibilities

Order and manage Attending Physician Statements, medical records, and other underwriting requirements for active cases.
Monitor outstanding underwriting requirements and coordinate follow-ups to support timely case progression.
Maintain accurate case notes, underwriting updates, and supporting documentation in Salesforce and other internal systems.
Coordinate with medical providers, insurance carriers, examination vendors, and third-party partners to obtain required information.
Assist in preparing underwriting submissions and supporting documentation for carrier review.
Review and organize medical records received from physicians, hospitals, and other healthcare providers.
Prepare concise medical summaries covering relevant diagnoses, treatments, medications, procedures, laboratory findings, and other underwriting considerations.
Identify and escalate significant medical findings or potential underwriting concerns to senior New Business leadership.
Handle sensitive medical information accurately, confidentially, and appropriately.
Support insurance portfolio implementation and policy placement activities.
Assist with policy issuance tracking, carrier follow-up, funding requirements, policy reviews, and delivery preparation.
Coordinate communication among carriers, advisors, and internal collaborators to facilitate policy implementation.
Participate in implementation meetings and collaborate with senior team members to learn portfolio management.
Develop knowledge of carrier processes, underwriting practices, and insurance implementation workflows.
Progressively manage straightforward insurance cases, term insurance placements, and smaller portfolios.
Maintain high service standards while managing assigned underwriting and implementation responsibilities.
Proactively communicate case updates, outstanding requirements, potential delays, and operational concerns to management.
Support departmental initiatives to improve workflow efficiency, operational processes, and service quality.
Participate in ongoing training and professional development.
Collaborate with internal teams to deliver a consistent, high-quality client and advisor experience.