New Business Processing Coordinator
$50,000–$52,000 year
On-sitePittsburgh, Pennsylvania, United States
Job Summary
Review, validate, and process insurance and investment applications for life, disability, brokerage, and retirement accounts in accordance with firm and regulatory guidelines. Submit completed applications to carrier home offices for underwriting and monitor application status to track outstanding items and ensure seamless client onboarding. Act as a liaison between financial advisors, underwriters, and custodians to resolve paperwork issues, missing information, and compliance concerns while conducting routine follow-ups on pending requirements. Complete a background check and fingerprinting process. Proficiency in Microsoft Office Suite and CRM systems is required.
Required Qualifications
- Strong verbal and written communication skills
- Exceptional organizational and time-management abilities
- Ability to manage multiple priorities while maintaining accuracy and attention to detail
- Professional demeanor with a commitment to confidentiality
- Confidentiality is critical and will be subject to a background check and fingerprinting
Desired Qualifications
- Prior experience in financial services, preferably in new business and/or investment operations processing
- Familiarity with insurance processing, brokerage, and advisory platforms
- Strong attention to detail and ability to work within strict deadlines
- Excellent organizational, written, and verbal communication skills
- Proficiency in Microsoft Office Suite; experience with CRM systems and document workflow platforms
- Strong problem-solving abilities and proactive follow-up skills
- Ability to work independently while collaborating effectively with team members
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.