New Business Coordinator / Office Manager

Job Description

Job Description

We are seeking an enthusiastic individual to join our team as a life insurance new business coordinator / office manager in our Garden City office. This role will be responsible for overseeing the administrative operations of the office location and in handling all aspects of life new business processing.

Responsibilities include :

• Scan and process new applications, contract changes, and informal inquiries.
• Coordinate underwriting requirements by interacting with agents, staff, and underwriters / case managers
• Handle initial and downstream accounting entries related to the new business process
• Process policy delivery requirements and other notifications to agents.
• Provide excellent day-to-day customer service to agents, clients, and management, either over the phone, in person, or through electronic communication
• Oversee and maintain day to day operations of the office
• Manage workspace, access, and act as point of contact for building management and office communications
• Maintain office supplies, forms, equipment
• Respond to ad-hoc requests
• Other office duties as assigned

Requirements :

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