Agency New Business Coordinator

Legaci Tomorrow Insurance and Financial Services; Sacramento (CA); On-site; USD 28,000 - 34,000; Full time

Job summary

LEGACI Tomorrow Insurance & Financial Services is seeking a detail-oriented New Business Coordinator to support the full new business process from submission through underwriting, issue, and reporting. The role ensures completeness, compliance, and timely progression so advisors can close business efficiently.

Based fully on-site in Sacramento, the coordinator will interface with advisors, the MassMutual home office, and vendors, handling front office tasks and documentation with accuracy and

Qualifications

• 2+ years of insurance, financial services, or related operations experience preferred.
• Experience with MassMutual or other carrier systems preferred.
• Insurance licenses (California Life & Health) preferred but not required.
• Strong customer service and professional communication skills.

Responsibilities

• Review and process applications for accuracy, completeness, and compliance in an organized and timely manner.
• Communicate professionally with advisors on incomplete or incorrect submissions.
• Report requirements ordered and received from the home office promptly and accurately.
• Track pending business in the firm’s tracking system.
• Follow up on pending business in line with internal service expectations and timelines.
• Report issued policies accurately and on time.

Skills

Customer service

Analytical skills

Organizational skills

Time management

Underwriting knowledge

Communication

Excel/Sheets

CRM systems

Discretion

Initiative

Tools

MassMutual carrier systems

CRM/case-tracking software

Job description

Location: Sacramento, CA (fully in-office, no remote or hybrid option)

Schedule: Full-time, hourly (non-exempt), Monday–Friday, 8:00am–5:00pm

The Agency New Business Coordinator provides organized, responsive support across the full new business process, from application submission through underwriting, issue, delivery, and policy reporting. This role makes sure cases are complete, compliant, and moving forward, so advisors can serve clients and close business on time.

The position works closely with advisors, internal team members, the MassMutual home office, and outside vendors to clear requirements, track case status, and maintain accurate documentation. The coordinator also covers the front office, including greeting visitors, answering phones, and supporting the reception area.

The coordinator is accountable for timely, accurate reporting of requirements and issued policies. The role plays a direct part in case cycle time, advisor satisfaction, and commission close.

New Business Processing

• Review and process applications for accuracy, completeness, and compliance in an organized and timely manner.
• Communicate professionally with advisors on incomplete or incorrect submissions.
• Report requirements ordered and received from the home office promptly and accurately.
• Track pending business in the firm’s tracking system.
• Follow up on pending business in line with internal service expectations and timelines.
• Report issued policies accurately and on time.

Case Management & Follow-Up

• Order and follow up on Attending Physician Statements (APS), paramedical exams, lab work, and other outstanding requirements.
• Ensure timely, complete follow-up from submission through policy reporting.
• Schedule client medical exams and coordinate with exam vendors as needed.
• Manage outstanding delivery requirements on a recurring basis.
• Identify priority cases and follow up to support timely processing and commission close.
• Keep advisors updated on case progress and outstanding items.

Reporting

• Generate and distribute regular reports on pending business, case status, issued policies, and other team metrics as requested.
• Identify recurring bottlenecks and recommend workflow improvements.

Front Office Support

• Greet clients and visitors and maintain a professional reception area.
• Answer and route incoming calls and respond to general inquiries.

Administrative & Team Support

• Attend training sessions and participate in team meetings and home office partner discussions.
• Share best practices and contribute to a collaborative team environment.
• Provide coverage for teammates during high volume or unforeseen circumstances.
• Support firm initiatives with an advisor-focused, collaborative approach.
• Perform other related administrative and operational duties as assigned to support business needs.

Requirements

Experience

• 2+ years of insurance, financial services, or related operations experience preferred.
• Experience with MassMutual or other carrier systems preferred.

Licensing

• Insurance licenses, such as California Life & Health, preferred but not required.

Knowledge, Skills & Abilities

• Strong customer service skills, with an emphasis on empathy and listening.
• Strong analytical and organizational skills, with close attention to detail.
• Good time management and the ability to manage priorities and adapt quickly in a fast-paced environment.
• Ability to manage a high volume of open cases with consistent follow-up.
• Working knowledge of underwriting and delivery requirements preferred.
• Clear, professional communication with advisors, clients, and carrier partners.
• Proficiency with Excel or Sheets, CRM or case-tracking systems, and document management tools.
• Discretion with sensitive personal, medical, and financial information.
• Positive attitude and willingness to take initiative.

Supervisory Responsibility

This position has no supervisory responsibilities.

Working Conditions

Fully on-site in Sacramento, CA, Monday through Friday, 8:00am–5:00pm. Remote and hybrid work are not available. General office environment with front office coverage.

Compensation

$20.00–$25.00 per hour (hourly, non-exempt), based on experience.

About LEGACI Tomorrow

LEGACI Tomorrow Insurance & Financial Services is an insurance sales office representing Massachusetts Mutual Life Insurance Company (MassMutual). Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. LEGACI Tomorrow is an independent office and is not a subsidiary or affiliate of MassMutual, MML Investors Services, LLC, or their affiliated companies.

LEGACI Tomorrow is an equal opportunity employer committed to providing equal employment opportunities to all employees and applicants. Employment decisions are made without regard to race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, reproductive health decision-making, veteran or military status, or any other status protected by applicable federal, state, or local law.