New Business Coordinator

PeopleSolutionsNOW is Hiring for Our Client (CONFIDENTIAL)Annual Compensation $42,000-$45,000 & Additional Annual Bonus Target of $5,000-$9,000Are you looking for a dynamic role where your organizational skills and attention to detail make a real impact? Do you thrive in a supportive environment where your contributions are valued, and your professional growth is a priority? Are you eager to support a high-performing sales team and take pride in delivering world-class service? If so, this opportunity is for you!Who We AreOur client is a highly respected financial services firm that helps families, business owners, and executives make informed financial decisions. Their team is made up of passionate professionals who are committed to helping both clients and employees achieve balanced and fulfilling lives. Their core values"”Balance | Growth | Authenticity | Conviction | Stewardship"”shape everything they do.What You'll DoAs an Administrative Professional, you will play a key role in supporting financial advisors, ensuring seamless processes, and maintaining excellent client service. Reporting to the Director of Operations, your ability to stay organized, communicate effectively, and work collaboratively will enable the firm to continue delivering exceptional financial guidance.Key Responsibilities:Ensure all applications are reviewed for accuracy and completeness within 24 hours of receipt.Communicate promptly and professionally with advisors regarding incomplete or incorrect submissions.Provide timely updates on business processing and application status.Enter application data accurately and manage file preparation for various financial products.Maintain real-time updates in the Client Management System throughout underwriting and processing.Scan and submit all required documents within 24 hours of request.Assemble policies efficiently, whether received by mail or electronically.Follow up daily on all pending applications and submissions that are not in good order.Coordinate with underwriters, case managers, and processors to ensure accurate and timely business processing.Train new advisors on business submission tools and stay updated on current technology systems.Ensure insurance policies are reported in a timely manner and investment funds are settled accurately.Provide general administrative support as needed.Who You AreYou are a service-minded administrative professional who takes pride in delivering professional and timely support. You're highly organized, detail-oriented, and proactive, ensuring that those around you can perform at their best. You bring a positive and collaborative attitude to your work and are passionate about helping others succeed.Qualifications:Proficiency with technology and strong organizational skills.Excellent interpersonal and communication skills, both written and verbal.Ability to exercise diplomacy and handle sensitive information professionally.Strong attention to detail and ability to manage multiple tasks efficiently.Experience with new business processing is a plus.What You'll Get in ReturnA supportive and dynamic work culture that prioritizes core values.Opportunities for professional growth and development.Competitive base salary plus bonus potential.Comprehensive benefits, including medical, dental, vision, and 401(k).Generous vacation and PTO program.Ready to Take the Next Step?If you are a proactive and detail-oriented professional who thrives in a fast-paced, team-oriented environment, we want to hear from you! Apply today and take the next step in your career.

Created: 2025-02-19