About this role
A New Business Coordinator provides support to Financial Services Representatives and Barnum Financial Group in analyzing, clarifying and submitting new client applications. This role as part of the Protection Team is directly responsible for overseeing the processes to ensure protocol is being followed in the areas of Life, Disability, and LTC insurance and that Financial Services Representatives are being provided exemplary client service.
Requirements
Duties and Responsibilities
Process new business applications in an organized and timely manner
Provide Case Status updates proactively through use of SalesForce
Train Advisors and their staff on Operation Processes and Agency systems
Manage relationships with back-office parties to expedite processes, including underwriters and vendors
Schedule medical exams for clients
Track new business through its life cycle and follow up on issues, concerns and delays
Leverage teammates in times of high case load or unforeseen circumstances
Escalate issues or areas of concern to New Business Manager, where needed
Understand the long-term goals and vision of Barnum and how to help the firm reach those goals
Qualifications
Bachelor’s Degree
2+ years of Business Analyst/Operations Experience
Strong analytical and organizational skills
Strong leadership and high level of common sense
Easily adaptable to changes in processes and priorities
Strong multi-tasker with a high level of accountability
Customer-oriented and professional
Strong Problem Perception