New Business Coordinator - Life Insurance

Job Title: New Business Coordinator - Life Insurance

Location: In Office 4 Days/ Remote 1 Day (Dallas)

Compensation: $24hr - $26hr (DOE)

Start Date: Immediate - 2 weeks

Overview

Spectrum Financial Group is seeking a highly motivated and experienced professional to join our New Business Processing team. The ideal individual will deliver an exceptional experience for our advisors, brokers, and clients by ensuring the accurate, timely and efficient processing of life and disability insurance applications from initial submission through policy issuance.

** If you have Life/Health/Disability Insurance experience onboarding new business and working closely with Advisors, let's chat!

Key Responsibilities

• Take ownership of the end-to-end application process, including maintaining tracking systems, following up on medical and underwriting requirements and ensuring all documentation is complete and submitted accurately.
• Facilitate communication, resolving issues and driving applications to successful completion.
• Train new Advisors/Brokers on submission procedures, processing payments and supporting continuous improvement efforts within the department.
• Provide operational support through general office duties and serves as a reliable backup for team members as needed, contributing to the overall success and efficiency of the organization.

Benefits/Perks

• Health/Dental/Vision/Life Insurance
• PTO
• 401k Matching
• Team Building Events

Why Join Us

Spectrum Financial Group is one of the fastest growing Financial Firms in DFW with incredible family values and culture.

Visit our website today: www.spectrumfg.com

Finance | Hybrid in Dallas, TX | Full Time | From $24.00 to $26.00 per hour