New Business Processing Specialist

Barnum Financial Group Tri State; Woodbridge Township (NJ); On-site; USD 55,000 - 75,000; 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 business. This role acts as the primary liaison among financial professionals, home office, carriers, underwriting teams, and support staff to ensure accurate submissions and timely placements.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced financial services environment.

Qualifications

• 2+ years of experience in financial services, insurance operations, new business processing, case management, or related administrative role.
• Exceptional organizational and time-management skills with the ability to manage a high volume of cases and competing priorities.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Strong follow-through with a proactive approach to identifying and resolving issues.
• Ability to prioritize effectively and meet deadlines in a fast-paced environment.
• Strong customer-service mindset with the ability to work effectively with advisors, clients, carriers, and internal partners.
• Proficiency in Microsoft Office, including Excel, Outlook, Word, and Teams.

Responsibilities

• Review applications and supporting documentation for completeness and accuracy prior to submission.
• Submit and track insurance, investment, and annuity applications from initial submission through approval, issue, placement, and reporting.
• Coordinate with advisors, clients, carriers, and underwriting teams to obtain outstanding information and documentation.
• Monitor underwriting and processing timelines and follow up appropriately to keep cases moving forward.
• Provide proactive and timely communication regarding case status, outstanding requirements, next steps, and timelines.
• Generate and distribute regular pending case updates and management reports.
• Assist with onboarding and training for new advisors and staff on processing procedures and systems.

Skills

Organizational skills

Time management

Attention to detail

Written communication

Verbal communication

Proactive issue resolution

Customer service mindset

Prioritization

Independent work with collaboration

Tools

Microsoft Office

CRM systems

Excel

Outlook

Word

Teams

Job description

BARNUM FINANCIAL GROUP TRI STATE is seeking a New Business Coordinator to manage end-to-end processing of insurance, investment, and annuity business. This role acts as the primary liaison among financial professionals, home office, carriers, underwriting teams, and support staff to ensure accurate submissions and timely placements.

The ideal candidate is highly organized, detail-oriented, proactive, and comfortable managing multiple priorities in a fast-paced financial services environment.