Shared Services Account Coordinator

Barnum Financial Group; Shelton (CT); On-site; USD 45,000 - 65,000; Full time

Job summary

Barnum Financial Group is a leading Independent Financial Services office focused on investment and insurance strategies. The Shared Services Account Coordinator role provides comprehensive support through the submission process for advisors, evolving to oversee submissions across a team as the program grows.

Key duties include managing new business applications, gathering client information, liaising with Underwriting, and ensuring timely follow-up.

Qualifications

• Life, Accident, and Health Insurance License and/or FINRA Series 6/7 License preferred.
• Salesforce experience preferred.
• Highly organized to meet concurrent project deadlines.
• Strong communication, client service and analytical skills.

Responsibilities

• Manage creation, submission, and follow-up of new business applications through final completion.
• Contact clients to gather information, pre-populate paperwork, and resolve discrepancies.
• Serve as liaison between Advisors and Home Office Underwriting/broker-dealer partners.
• Monitor and follow up on pending applications to support underwriting and account openings.
• Provide backup support to other Client Account Coordinators as needed.
• Support training of new staff and contribute to program metrics and projects.
• Maintain real-time case status updates in Salesforce and respond to inquiries.

Skills

Life, Accident, and Health Insurance

FINRA Series 6/7 License

Salesforce experience

Strong communication

Organizational skills

Team collaboration

Job description

Barnum Financial Group is one of MassMutual’s largest Independent Financial Services offices in the country, and a leading provider of investment and insurance strategies. At Barnum Financial Group, we consider our clients’ needs, goals and dreams to be of the highest priority. We believe in the value of long-term relationships, integrity and unparalleled service to our advisors and end user clients.

Position Description:

The Shared Services Account Coordinator is responsible for providing comprehensive support throughout the submission process for the advisors they serve, with a primary focus on investment business. As the program continues to grow, this role will evolve to include oversight and coordination of the submission process across a team of associates.

Key areas of responsibility:

• Manage the creation, submission, and follow-up of new business applications through final completion
• Contact clients to gather information, pre-populate paperwork, and resolve any discrepancies
• Serve as the primary liaison between Advisors and Home Office Underwriting/broker-dealer partners
• Proactively monitor and follow up on pending applications to support the underwriting and account opening processes
• Provide assistance and backup support to other Client Account Coordinators as needed.
• Support the training of new Client Account Coordinators, Advisors, and Advisor Support Staff
• Diligently maintain accurate, real-time case status updates within Salesforce
• Promptly respond to Advisor inquiries regarding new business submissions and case follow-up
• Participate in ongoing professional development and training opportunities
• Assist with general office operations, including administrative tasks, mailings, and other assigned duties
• Contribute to the development and tracking of program metrics and performance measures
• Support special projects and other duties as assigned

Qualifications/ Requirements:

• Life, Accident, and Health Insurance License and/or FINRA Series 6/7 License preferred
• Salesforce experience preferred
• Highly organized to meet concurrent project deadlines
• Must have strong communication, leadership, client service and analytical skills
• Ability to multi-task in a fast-paced environment
• Ability to work independently while impacting team results
• Excellent verbal and written communication skills
• Exceptionally professional and organized
• Extremely detail-oriented
• Ability to collaborate with others, build and maintain relationships
• Ability to use discretion and maintain client confidentiality