New Business Processor - Palm Harbor, FL
About The Position
SimplePath Retirement is a family-owned retirement planning, insurance, and wealth management firm. They are a boutique firm known for high standards and white-glove service who enjoy creating experiences for their clients and their team. They are seeking an experienced New Business Processor to manage the critical transition from prospect to client. This role ensures clients feel confident, supported, and well cared for from day one. The New Business Processor will serve as the hub of the new business process, ensuring accurate, timely onboarding with clear communication and dependable follow-through. This role is ideal for someone who values a structured environment, takes pride in creating calm and order, and finds satisfaction in helping others navigate the complexity of retirement planning.
Requirements
- 3+ years of professional experience in client service, mortgage processing, or operations support.
- Strong organizational and time management skills.
- High technical fluency, including comfort navigating systems simultaneously (Mac preferred).
- Strong written and verbal communication.
- Comfort working in structured, deadline-driven environments.
- Ability to work in both a digital and paper environment.
Nice To Haves
- Florida 2-15 Insurance license or willing to obtain within 90 days.
- Experience in financial services, insurance, or wealth management.
- Advanced CRM (Salesforce) and digital file management experience.
- Customer-facing experience in a professional setting.
- Strong typing proficiency and effective use of keyboard shortcuts.
Responsibilities
- Own the execution of the client onboarding process from start to finish, ensuring clients feel informed at every step.
- Manage workflows, documentation, account openings, and insurance applications.
- Coordinate paperwork and data entry in Salesforce.
- Track progress and follow up to keep cases moving forward.
- Communicate clearly with advisors, planners, and clients.
- Maintain compliance and documentation standards.
- Proactively identify and resolve issues.
Benefits
- Full benefits package including medical, dental, vision, 401(k) with profit sharing, PTO, generous paid holidays, incentive trips, and more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
