New Business Specialist

Carington Financial; Missouri; On-site; USD 65,000 - 90,000; Full time

Job summary

Carington Financial in Missouri is seeking an experienced New Business Specialist to own the life and annuity pipeline from application through delivery. This remote role requires hands-on processing without constant advisor chasing.

You will manage submissions through FireLight, SmartOffice, and carrier portals, handle transfers and underwriting requirements, and keep cases moving with clear client communication and precise documentation.

Qualifications

• Hands-on experience processing life insurance or annuity new business end-to-end.
• Familiar with CRMs, e-app platforms, and carrier portals.
• Proficient with FireLight and SmartOffice.
• Strong communication with clients and carriers; accurate records.
• Detail-oriented with solid documentation and case management habits.

Responsibilities

• Prepare and submit life and annuity applications through FireLight and portals.
• Maintain client and case data in SmartOffice and workflows.
• Coordinate transfers, replacements, and underwriting requirements.
• Troubleshoot portal errors and validate items to keep cases moving.
• Provide succinct updates to leadership and clients as needed.

Skills

End-to-end ownership

Insurance new business experience

Strong client communication

Independent problem solving

Attention to detail

Tools

FireLight

SmartOffice

Excel

Word

Carrier portals

E-app platforms

Job description

Own the full life and annuity case—not one narrow step in a processing queue.

Carington Financial is adding an experienced New Business Specialist to support Rick Bavetz’s growing practice. This is a remote role for someone who already understands insurance new business and can take a case from application preparation through submission, requirements, issuance, or delivery without needing an advisor to chase every open item.

You will own the day-to-day life and annuity pipeline: preparing and scrubbing applications, maintaining accurate records, troubleshooting portal errors, coordinating transfers and underwriting requirements, communicating with clients and carriers, and keeping every case moving until the loop is closed.

What you’ll own

• Prepare and submit life and annuity applications through FireLight, carrier portals, and related systems.
• Maintain accurate client and case data in SmartOffice and the pending-case workflow.
• Manage transfers, replacements, signatures, statements, underwriting and paramed requirements, and other outstanding items.
• Investigate validation errors, missing steps, and portal issues rather than simply escalating them.
• Communicate directly with clients on routine application information, documents, signatures, and status.
• Work with carriers, underwriters, transfer firms, paramed vendors, and internal support teams to move cases to completion.
• Give Rick concise exception-based updates so he can stay focused on advice and client relationships rather than application administration.

What we’re looking for

You should already have meaningful hands-on experience processing life insurance or annuity new business, with enough exposure to the other product line to contribute quickly. Strong candidates will also bring:

• End-to-end ownership of cases from application through issue or delivery.
• Experience with insurance CRMs, e-app platforms, and carrier portals.
• SmartOffice and FireLight experience, or strong experience with comparable systems.
• Working knowledge of transfers, rollovers, 1035 exchanges, replacements, suitability follow-up, underwriting, and funding processes.
• Strong client communication and persistent follow-through.
• The judgment to troubleshoot problems independently and elevate only when a real decision or exception requires it.
• Accurate Excel, Word, documentation, and case-management habits.

This is not a sales or advisor role. Processing comes first; occasional marketing or practice-support work may be added only after the new-business workflow is under control.

Carington Financial is a relationship-centered, values-driven practice. The work environment emphasizes professional respect, client care, personal accountability, and commitment to closing.

If you know life and annuity new business well enough to see a case through—not just touch one part of it—we’d like to hear from you.