New Business Coordinator

Integrity; Dallas (TX); Hybrid; USD 40,000 - 50,000; Full time

Benefits offered by this job

Paid onsite parking

Fully subsidized DART access

Downtown Dallas location

Job summary

PHP Agency in Fountain Place, Downtown Dallas, is seeking a New Business Coordinator to support the insurance application process with accuracy and excellent service. You will collaborate with agents, carrier partners, and internal teams to move cases forward in a fast-paced environment.

The role emphasizes attention to detail, proactive communication, and reliable data entry in proprietary systems. Onsite parking and DART access are provided in a premier Downtown Dallas location.

Qualifications

• 1-2 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.
• Typing speed of at least 50 WPM.
• Ability to build strong working relationships with internal and external partners.
• Bilingual English/Spanish communication skills a plus.

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

Outlook

Excel

Word

Attention to detail

Typing 50 WPM

Communication

Problem-solving

Tools

Workflow system

Case management system

Job description

**New Business Coordinator****PHP Agency | Fountain Place | Downtown Dallas, TX****Paid Onsite Garage Parking + Fully Subsidized DART Access** **Looking for a role where your attention to detail, problem-solving skills, and drive to deliver excellent service truly matter?** # Join a Fast-Growing National Financial Services OrganizationAt PHP Agency, our New Business team plays a critical role in helping life insurance applications move from submission to approval with speed, accuracy, and exceptional service. We're seeking a highly organized, motivated New Business Coordinator who enjoys solving problems, building trusted relationships, and keeping business moving forward in a fast-paced, high-energy environment. In this role, you'll work directly with insurance agents, carrier partners, and internal teams to support one of the most important parts of the business: helping families access meaningful financial protection solutions. If you take pride in owning details, communicating clearly, and making an impact behind the scenes, this could be the opportunity you've been looking for. # Why PHP Agency?Founded in 2009, PHP Agency is one of the nation's fastest-growing financial marketing organizations, with more than 27,000 licensed agents across 49 states and Puerto Rico. Our agents have helped educate and serve over 450,000 American families with financial protection and retirement solutions. As a proud member of the Integrity Family of Companies, PHP is committed to growth, innovation, and delivering exceptional service experiences. # Work From One of Dallas' Most Iconic BuildingsOur headquarters is located in the iconic Fountain Place skyscraper in the heart of Downtown Dallas, offering a modern, professional workplace with convenient access to the city's business, dining, and entertainment districts. ### Commuting Made Easy**✓** Paid onsite garage parking**✓** Fully subsidized DART rail access**✓** Convenient access via Akard Station and St. Paul Station just steps from the office**✓** Walkable downtown location with nearby restaurants and amenities # What You'll DoAs a New Business Coordinator, you'll serve as a trusted operational partner to insurance agents, carrier partners, and internal teams by helping applications move through the process accurately, efficiently, and with a strong service mindset. ### Key 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. # What Makes You a Great FitWe're looking for professionals who are detail-oriented, service-minded, and comfortable managing multiple priorities in a dynamic operations environment. You are someone who enjoys being the person others can count on to follow through, solve problems, and keep important work moving. ### Required Qualifications· 1-2 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.· Typing speed of at least 50 WPM.· Strong analytical, troubleshooting, and problem-solving abilities.· Ability to build strong working relationships with internal and external partners.### Preferred Qualifications· Insurance industry experience.· Experience working within a workflow or case management system.· Bilingual English/Spanish communication skills. # What You'll Love About Working Here· Professional office environment in a premier Downtown Dallas location.· Paid onsite parking or fully covered DART access.· A collaborative team culture that values service, accountability, continuous improvement, and growth.· The opportunity to build valuable operations and insurance industry experience within a rapidly expanding national company.· Meaningful work that helps agents and carrier partners support families with financial protection solutions every day. # Ready to Help Move Business Forward?If you're looking for a role where your attention to detail, professionalism, and problem-solving mindset can make a real impact, we'd love to meet you. **Apply today and join PHP Agency at Fountain Place in Downtown Dallas.**