New Business Coordinator

New Business Coordinator Accardo Financial & Insurance Services, Inc.
Full-time · 40 hours per week · Remote work available
$45/hour plus bonus opportunities

Accardo Financial & Insurance Services helps families plan for their financial futures. We’re looking for a New Business Coordinator to own the day-to-day flow of life insurance, annuity, and investment paperwork. You’ll keep documents moving, make the next step clear for clients, and follow each case through to completion.

What you’ll do

• Prepare, review, and promptly send DocuSign packets for life insurance, annuity, and investment business.
• Track each case from initial paperwork through signatures, submission, and completion. Keep the status, outstanding items, and next steps up to date.
• Communicate directly with clients about what they need to sign or provide, answer process questions, and keep them informed along the way.
• Follow up on unsigned documents, missing information, and pending cases. Flag delays early and coordinate with the advisor and processing teams to resolve them.
• Handle sensitive client information with care and follow firm procedures for documentation and recordkeeping.

What you’ll bring

• Experience in client service, operations, or administrative support. Experience processing new business in insurance or financial services is preferred.
• Strong attention to detail and the ability to manage several cases at different stages.
• Clear, friendly communication by phone and email.
• Comfort with DocuSign or similar e-signature tools and with keeping case records current.
• A sense of urgency and dependable follow-through. When a case is waiting on something, you know who to contact and when to check back.

Accardo Financial & Insurance Services