Megastar Advisors ยท 1 day ago
New Business Specialist
Tarpon Springs, FL
Full-time
Onsite
Entry, Mid Level
2+ years expMegastar Advisors specializes in providing comprehensive marketing solutions and back-office support to agents in the financial planning industry. They are seeking a New Business Specialist who will serve as a crucial liaison between agents, financial clients, and insurance carriers, responsible for processing and resolving issues related to new business submissions.
Asset ManagementFinancial ServicesInsuranceMarketing
Responsibilities
Process insurance contracts: Review contracts for accuracy and completeness across all lines of business
Submit paperwork: Submit all required documentation to various insurance carriers and maintain accurate records in our CRM system
Satisfy requirements: Collaborate with agents and insurance carriers to fulfill missing requirements for completed contracts and document all actions in the CRM
Stay updated: Keep abreast of the latest insurance carrier forms, processes, and procedures
Qualification
Required
Experienced, highly organized, and upbeat professional with a passion for delivering exceptional client experiences
Ability to work effectively both as part of a team and independently
Outstanding ability to maintain positive working relationships with colleagues and external partners
Exceptional skills in managing time, meeting deadlines, and maintaining high attention to detail in a fast-paced environment
Must be proficient in Outlook, Word, and Excel
Minimum of 2 years of work experience in financial services with annuities and insurance, banking, or title preferred
Company
Megastar Advisors
Megastar is a young, aggressive national insurance marketing organization based in Tarpon Springs, Florida.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Ryan McCarty
Managing Partner/Co-Founder
Alexander Wellings
Chief Sales Officer (CSO)
Company data provided by crunchbase