New Business Coordinator - Fort Collins Colorado

Company: VirtualVocations
Location: Fort Collins, Colorado
Posted On: 02/07/2025

A company is looking for a New Business Coordinator to collect application data and prepare new client files.



Key Responsibilities:

Collect application data and prepare files for review by underwriters and vendor processing teams
Build and maintain relationships with internal sales partners and vendors to enhance customer experience
Order and trace missing underwriting requirements and maintain detailed documentation on all cases being underwritten


Required Qualifications:

3+ years of relevant business experience in the financial services industry
Working knowledge of the life insurance application and underwriting process
Ability to prioritize deadlines and manage time effectively
Experience with updating new business and underwriting systems
Adaptability to changes in business processes and work environment More...

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