New Business Coordinator

Job Details

Key Responsibilities

• Enter application information accurately into the QLA system and validate mailing addresses.
• Process new business applications according to underwriting instructions and company procedures.
• Review policy files and generate required correspondence using computer software.
• Communicate with agents, career agents, funeral homes, applicants, and medical offices to obtain information needed to complete the underwriting process.
• Order supplemental medical questionnaires and attending physician records when required.
• Contact physician offices by phone to obtain additional medical information or clarify medical history.
• Answer routine phone calls and provide professional assistance to agents, funeral homes, and applicants.
• Assemble and mail insurance policies according to state regulations and company procedures.
• Set up policy files, copy required documents, generate correspondence, and update policy records with mailing information.
• Send completed policies to the mailroom for distribution and policy files for scanning.
• Process cancellations, declines, and incomplete applications according to established procedures.
• Review coworkers’ policy information entered into the QLA system for accuracy.
• Proofread assembled policies and documentation before they are mailed.
• Provide backup support for other department team members as needed.
• Enter, proofread, and edit documents and data while maintaining a high level of accuracy.
• Maintain confidentiality when handling sensitive applicant, medical, policy, and company information.
• Complete additional projects and duties as assigned.

Qualifications

• High school diploma or equivalent required.
• Strong computer skills and the ability to enter data quickly and accurately.
• Working knowledge of Microsoft Office applications.
• Strong verbal and written communication skills.
• Ability to understand and communicate insurance policy benefits.
• Ability to learn and understand medical terminology related to underwriting guidelines.
• Excellent organizational and time-management skills.
• Strong attention to detail and accuracy.
• Ability to prioritize tasks, meet deadlines, and follow up as needed.
• Comfortable working independently with limited supervision.
• Ability to multitask and remain productive in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Professional and dependable work ethic.
• Ability to work well with coworkers and maintain positive working relationships.
• Ability to remain calm and effective when working under pressure.
• Dependable attendance and flexibility to work additional hours when business needs require.