The Stellarix Group, a MassMutual Firm · 2 weeks ago
Agency New Business Level 1 Coordinator
Denver, CO
Full-time
Onsite
Entry Level
$24/hr - $31/hr
2+ years expThe Stellarix Group, a MassMutual Firm, is seeking an Agency New Business Level 1 Coordinator to support client service and operational excellence. This role involves processing life and disability insurance applications and acting as a liaison between advisors, underwriters, and clients to ensure smooth operations.
Financial Services
Responsibilities
Serve as the primary liaison between underwriters and agents to facilitate policy approvals, issuances, and deliveries
Pre-check all life and disability insurance applications for accuracy and completeness
Track new business cases from submission through approval and delivery
Report initial premium payments and assist with bank draft setup
Coordinate with advisors and their teams regarding outstanding requirements and documentation
Process reissues, commission change forms, and prepare policies for delivery (eDelivery or physical)
Maintain accurate and timely daily reporting on applications in process
Available to be introduced as an agency resource in the recruiting process
Support the firm by covering the front desk as team needs require
Provide general administrative support to the General Agent and agency leadership
Assist with other duties as assigned
Qualification
Required
College degree required
Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint
Skilled in Adobe Acrobat Pro and DocuSign to manage, edit, and process digital documents efficiently
Colorado Life and Health Insurance Licenses (or ability to obtain within 90 days of hire)
Minimum of two years of administrative or operational experience
Highly process-oriented with strong attention to detail
Professional presence with strong interpersonal and customer service skills
Able to multitask and prioritize in a dynamic environment
High level of discretion and commitment to confidentiality
Comfortable with technology and internal business systems
Passion for supporting business growth and career advancement
Teamwork and desire to grow!
Ability to pass a background check and provide professional references upon request
Preferred
Experience in financial services or insurance industry (preferred)
Benefits
Medical, dental, vision, and life insurance
Short-term and long-term disability coverage
401(k) employer match
Company
The Stellarix Group, a MassMutual Firm
The Stellarix Group is a premier financial services firm and proud MassMutual agency with over a century of legacy rooted in the Rocky Mountain region — reimagined for the future.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase