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Form of workJob Description
Do you take pride in a job well done and seek to exceed expectations? Do you act with a servant’s heart?
We value organized and detailed-oriented professionals who are self-starters and life-long learners that like helping people achieve their dreams. We are looking to add a committed team player seeking to join our growing family.
The role of the New Business Coordinatoris a valued member of our team who will assist advisors and clients to seamlessly implement our recommended solutions.
How will you help support our clients and practice?
- Approach all situations with a “how can I help improve this” mindset
- Consistently seek to enhance existing processes with goal of reducing friction and providing a “Wow!” experience every time
- Proactively communicate with clients to provide exceptional service through account opening and policy application processes
- Coordinate closely with team members and outside partners to accomplish the task
- Prepare and send new investment account and new policy applications
- Manage entirety of insurance New Business process
- Respond to client insurance service requests in a timely manner
- Anticipate, identify, and proactively address New Business process breakdowns
- Follow organized workflow process for account opening and policy application processes while maintaining an organized workflow dashboard
Experience Preferred
- Investment and Insurance industry support experience
- Microsoft Office Skills - Word, Outlook, Excel, Teams, OneNote
Requirements Preferred
- For hybrid flexibility – protected home office space
Compensation & Benefits
- $40,000-$50,000 Salary
- Hybrid work environment with some required in-office time
- Competitive PTO Offering
- Retirement Plan with Match
- Health & Welfare Benefits including Medical, Dental, and Vision Insurance
- Supportive, collaborative, positive and growth-oriented work environment
