New Business Coordinator

W-2 Contract

Duration - 1 Year

Location - Dallas, TX 75202

Pay Range - $17.60 to $19.00/hour

Job Summary

Our client is looking for a New Business Case Manager to join our growing operations team and help manage the seamless processing of life insurance applications. In this role, you will act as a key liaison between independent insurance agents, carriers, and our internal teams. Your primary focus will be to ensure the accuracy and completeness of incoming applications, resolve missing information, and submit completed paperwork to our network of insurance carriers. Success in this position means delivering high-quality support with a sense of urgency, strong attention to detail, and an eagerness to collaborate with agents and staff. This role offers an exciting opportunity to contribute to a fast-paced, dynamic organization while growing within the life insurance industry.

If you thrive in an environment that values efficiency, problem-solving, and excellent interpersonal communication, this is your chance to become part of a mission-driven company dedicated to serving the middle-class market through innovation and opportunity.

Primary Responsibilities:

• Analyze and process incoming life insurance applications, ensuring accuracy and completeness.
• Communicate with life insurance agents or their staff via email or telephone to follow up on missing requirements or clarify information.
• Enter data into proprietary home office systems.
• Submit life insurance applications or contracting paperwork to the appropriate carriers through various delivery systems.
• Calculate recognition points earned from life insurance applications.

Primary Skills & Requirements:

• Experience: 1-2 years in a processing role, meeting daily production goals and quality metrics.
• Quick Learner: Ability to grasp new concepts quickly.
• Organized and Motivated: Self-starter with a high level of motivation.
• Reliable: Dependable and coachable with a positive, can-do attitude.
• Adaptable: Comfortable working in a fast-paced environment.
• Accountable: Takes ownership, drives a sense of urgency, and is highly detail-oriented.
• Problem-Solving Skills: Good problem-solving and analytical skills, with a familiarity with basic math.
• Interpersonal Skills: Excellent interpersonal skills; able to build strong relationships within the home office, and with independent insurance sales agents and their staff.
• Customer Service Skills: Good customer service skills, with the ability to work with different personality types and styles, in person or by phone.
• Communication Skills: Excellent written and oral communication skills (in person, email, and telephone).
• Computer Skills: Proficient in Outlook, Excel, Word, and able to type a minimum of 50 words per minute.
• Preferred Experience: Experience with a workflow system and in the insurance industry is a plus.
• Language Skills: Bilingual in English/Spanish is preferred for this role.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.