Life Insurance New Business Specialist

Baystate Financial; Needham (MA); On-site; USD 70,000 - 95,000; Full time

Job summary

Baystate Financial is seeking an Insurance New Business Coordinator to manage life insurance applications from submission to final placement. You will coordinate with advisors, clients, carriers, and medical vendors to ensure accuracy and timely processing.

The role emphasizes proactive communication of underwriting requirements, case status, and next steps, while building expertise in carrier programs and field underwriting best practices for advisors and staff.

Qualifications

• Associate or bachelor’s degree preferred, or equivalent.
• 2–5 years in life insurance New Business or related fields.
• Experience with underwriting requirements is preferred.
• Familiarity with term, whole life, universal life products.

Responsibilities

• Process life insurance applications from submission through placement.
• Review applications for completeness and accuracy.
• Coordinate medical exams and underwriting requirements.
• Maintain timely case notes and status in internal systems.
• Educate advisors on New Business processes and programs.

Skills

Organizational skills

Attention to detail

Communication skills

Ownership / accountability

Problem-solving

Multi-tasking

Training and educating

Education

Bachelor’s degree or equivalent

Tools

CRM platforms

Microsoft Office

New Business workflow systems

Job description

Baystate Financial is seeking an Insurance New Business Coordinator to manage life insurance applications from submission to final placement. You will coordinate with advisors, clients, carriers, and medical vendors to ensure accuracy and timely processing.

The role emphasizes proactive communication of underwriting requirements, case status, and next steps, while building expertise in carrier programs and field underwriting best practices for advisors and staff.