Annuity New Business Coordinator

Questpro Consultants LLC; Michigan; On-site; USD 46,000 - 70,000; Full time

Benefits offered by this job

Relocation support

100% Medical Coverage

401(k) with 10% match

4 weeks vacation + 5 sick days + major

Job summary

Questpro Consultants LLC is seeking an organized New Business Coordinator focused on annuities in a full-time role. The position handles applications, carrier reviews, issue, transfers, and funding to move cases forward efficiently.

Relocation expenses are covered for the right candidate. Experience with fixed indexed annuities and strong client communication are a plus. Office-based role in Michigan with standard business hours.

Qualifications

• Experience in insurance new business or annuity processing preferred.
• 2–3+ years of relevant experience required.

Responsibilities

• Coordinate fixed indexed annuity applications from submission through carrier review and funding.
• Review applications and paperwork for completeness; follow up on missing information.
• Maintain accurate case records and notes in CRM and company systems.
• Coordinate transfers and rollovers; update clients and producers on status.
• Document client conversations and escalate questions to the appropriate contact.
• Prepare and distribute daily production updates and weekly pending reports.
• Contact clients with pending cases to provide status updates and required actions.

Skills

Organizational skills

Attention to detail

Client service mindset

Written communication

Verbal communication

Time management

Education

Insurance/new business ops experience

Tools

RedTail CRM

WealthBox

Practifi

Salesforce

Job description

Annuity - New Business Coordinator

Full-time position open with a growing multi-office Financial Planning firm seeking an experienced New Business Coordinator with a focus on Annuities, especially Fixed Indexed Annuities. Standard office hours of 8:30 a.m. to 5:00 p.m. in office. This is not a remote position. Client will cover relocation expenses for someone willing to relocate.

Outstanding Benefits

Benefits include 100% coverage on Medical for the employee, 10% profit sharing and 10% match on your 401K! 4 weeks paid vacation first year plus 5 days sick time, plus holidays.

Position Summary

Financial planning firm specializing in fixed indexed annuities is seeking an organized, service-minded New Business Processor to coordinate annuity cases from application submission through carrier review, issue, transfers, and funding. You will keep clients, producers, and carriers informed and help ensure each case is complete, accurate, and moving forward promptly. We would love to find someone who would like to take ownership of this process and continuously improve it. 2-3+ years experience required.

Key Responsibilities

• Coordinate fixed indexed annuity applications from submission through carrier review, contract issue, delivery coordination, and funding.
• Review applications and servicing paperwork for completeness; identify missing information and follow up with producers, clients, and carriers.
• Maintain accurate case records and detailed notes in RedTail and company tracking tools, including application status, annuity numbers, transfers, rollovers, and funding activity.
• Coordinate incoming transfers and rollovers, monitor progress, and communicate case status to clients and producers.
• Handle incoming new business calls professionally, document client conversations, and escalated questions or concerns to the appropriate producer or carrier contact.
• Coordinate with producers and carriers on suitability documentation and processing requirements; escalated incomplete or unclear information for review.
• Prepare and distribute daily production updates and weekly pending business reports.
• Contact clients with pending cases to provide status updates and identify actions needed to keep cases moving.
• Coordinate submission of client checks to carriers when needed and track receipt and application to the case.
• Protect confidential client information and follow company procedures for records and sensitive documents.

Preferred Qualifications

• Experience in insurance new business, annuity processing, life insurance administration, or related financial services operations preferred.
• Knowledge of fixed indexed annuity applications, carrier requirements, transfers, rollovers, and case tracking strongly preferred.
• Strong organization, attention to detail, and follow-through with the ability to manage multiple cases and deadlines.
• Professional written and verbal communication skills and a client-service mindset.
• Discretion and sound judgment when handling confidential personal and financial information.

Technology

Experience using CRM’s such as RedTail, WealthBox, Practifi and SalesForce would be a plus.

Location

This client has a main office located in beautiful state of Michigan near Grand Rapids and the client will pay relocation expenses for the hired candidate if needed. Have you seen the beaches on Lake Michigan, gorgeous! Also known as Beer City USA with more than 80 local breweries.