Life Insurance New-Business Coordinator

Integrity Marketing Group; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Paid onsite garage parking

Fully subsidized DART rail access

Job summary

PHP Agency, a Fast-Growing National Financial Services Organization, seeks a New Business Coordinator to move life insurance applications from submission to approval with speed and accuracy. You will interact with agents, carrier partners, and internal teams to ensure timely processing while preserving high service standards.

Ideal candidates are detail-oriented, organized, and able to manage multiple priorities in a dynamic setting.

Qualifications

• 0-2 years of experience in a processing, administrative, operations, or case management environment.
• Proven ability to meet productivity and quality standards in a fast-paced setting.
• Strong organizational skills, accuracy, and attention to detail.
• Excellent written, verbal, and interpersonal communication skills.
• Proficiency in Outlook, Excel, and Word.
• Strong analytical, troubleshooting, and problem-solving abilities.
• Ability to build strong working relationships with internal and external partners.

Responsibilities

• Review and process incoming life insurance applications for accuracy, completeness, and readiness for submission.
• Partner with agents and their teams to obtain missing information, resolve application issues, and keep cases moving forward.
• Serve as a professional point of contact through phone and email communication with agents, business partners, and internal teams.
• Enter, update, and manage application information within proprietary business systems with strong attention to detail.
• Submit applications and contracting paperwork to insurance carrier partners accurately and on time.
• Track and calculate recognition points associated with submitted applications.
• Collaborate with teammates, leadership, and cross-functional departments to improve workflow, service, and business outcomes.
• Support a high-volume, fast-paced operations environment while maintaining quality, urgency, and professionalism.

Skills

Organizational skills

Communication

Attention to detail

Problem solving

Relationship building

Proficiency in Outlook

Proficiency in Excel

Proficiency in Word

Multi-tasking

Tools

Outlook

Excel

Word

Job description

PHP Agency, a Fast-Growing National Financial Services Organization, seeks a New Business Coordinator to move life insurance applications from submission to approval with speed and accuracy. You will interact with agents, carrier partners, and internal teams to ensure timely processing while preserving high service standards.

Ideal candidates are detail-oriented, organized, and able to manage multiple priorities in a dynamic setting.