New Business Operations Specialist

Insurance Administrative Solutions, L.l.c.; 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

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.