New Business Processing Specialist

Barnum Financial Group Tri State; Woodbridge Township (NJ); On-site; USD 48,000 - 64,000; Full time

Job summary

Barnum Financial Group Tri State is seeking a New Business Coordinator to manage end-to-end processing of insurance, investment, and annuity cases. You will serve as the liaison between financial professionals, home office partners, carriers, underwriting, and internal staff to ensure accurate submission and timely placement of cases.

The role emphasizes proactive communication, attention to detail, and multitasking in a fast-paced financial services environment.

Qualifications

• Clear and proactive written and verbal communication.
• Exceptional organizational and time-management skills for high-volume cases.
• Strong attention to detail and accuracy in processing documents.

Responsibilities

• Review applications for completeness and accuracy before submission.
• Submit and track insurance, investment, and annuity applications through all stages.
• Maintain case ownership and resolve outstanding requirements promptly.

Skills

Excellent communication

Organizational skills

Detail oriented

Time management

Customer service mindset

Tools

Microsoft Office (Excel, Outlook, Word, Teams)

CRM systems

Job description

Barnum Financial Group Tri State is seeking a New Business Coordinator to manage end-to-end processing of insurance, investment, and annuity cases. You will serve as the liaison between financial professionals, home office partners, carriers, underwriting, and internal staff to ensure accurate submission and timely placement of cases.

The role emphasizes proactive communication, attention to detail, and multitasking in a fast-paced financial services environment.