New Business Coordinator

Advisors Excel, LLC; Topeka (KS); Hybrid; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401k with matching

Generous PTO

On-site café and gym

Primary care access

Professional development opportunities

Recognition for performance

Employee events

Job summary

Advisors Excel is seeking a New Business Coordinator to assist with inputting information and ensuring accuracy during the life insurance application process. You will support financial advisors by providing timely guidance and handling administrative tasks across the life department.

The role emphasizes meticulous data entry, collaboration with the licensing team, and efficient processing of applications, physician statements, and exams in a fast-paced environment.

Qualifications

• Time management with ability to handle multiple tasks in a fast-paced environment.
• Ability to work independently, but also as a collaborative team member.
• Detail oriented, focused on quality in all aspects of work.
• PC proficiency, ability to work on several platforms at once.

Responsibilities

• Input, review and submit all incoming life applications
• Order attending physician statements and medical exams
• Work closely with licensing team to ensure producers are licensed and trained
• Open, track, and distribute all mail for the life department

Skills

Time management

Independent work

Detail oriented

PC proficiency

Job description

As a New Business Coordinator, you will work closely with the life new business team during the application process. This role plays a crucial role by assisting with inputting information, assuring accuracy, and providing timely assistance to our financial advisors.

What you’ll do:

• Input, review and submit all incoming life applications
• Order attending physician statements and medical exams
• Work closely with our licensing team to ensure our producers are licensed and have completed their required training
• Open, track, and distribute all mail for the life department

Experience you’ll bring:

• Time management with the ability to handle multiple tasks in a fast-paced environment
• Ability to work independently, but also as a collaborative team member
• Detail oriented, focused on quality in all aspects of your work
• PC proficiency, ability to work on several platforms at once

Bonus Points:

• Prior experience working in financial services industry

What you’ll get:

• Amazing benefits including medical, dental, vision and 401k (with matching options)
• Generous PTO package from your start date
• Access to an on-site café, gym and primary care
• Continuous personal and professional development opportunities
• Recognition for hard work & exemplary performance
• Employee sponsored events…and more!

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors’ businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here – as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.