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Pacific Advisors · 2 weeks ago

New Business Coordinator

Arizona, United States

Full-time

Hybrid

Entry Level

2+ years exp

Pacific Advisors is a company focused on providing life and disability insurance solutions. The New Business Coordinator plays a critical role in managing the end-to-end processing of insurance cases, serving as the primary liaison between advisors, brokers, and the Guardian Home Office to ensure a seamless experience.

BankingConsultingFinancial Services

Growth Opportunities

Hiring Manager

Samantha Johnson

Responsibilities

Manage and oversee the lifecycle of Life and Disability Insurance cases from initial submission to policy placement

Serve as a key point of contact for Financial Representatives (FRs), Brokers, and the Guardian Home Office

Troubleshoot pending or problematic cases, applying sound judgment and proactive solutions

Train FRs and brokers on systems (eSuite) and processes to ensure accurate and timely submissions

Coordinate underwriting requirements and follow up on pending cases on a weekly basis or as needed

Ensure completeness of applications prior to submission; scrub paper apps for accuracy

Order Attending Physician Statements (APS) upon request from the Home Office

Track and deliver issued policies to advisors in a timely manner

Run advisor-specific reports and maintain accurate status tracking of cases

Host monthly production calls with advisors and/or their teams

Participate in regular home office training sessions and internal team meetings

Contribute to ongoing improvements to our advisor support model and process efficiencies

Perform timely and accurate data entry across systems, including input from applications, factfinders, and other documents

Serve as a secondary contact for policyholder inquiries via phone and email, providing responsive and informed service

Facilitate communication between the Home Office, advisors, and clients regarding servicing issues or documentation

Maintain meticulous policyholder records and support documentation

Prioritize tasks effectively to meet service level expectations and communicate delays or blockers proactively

Participate in team meetings and contribute to the continuous improvement of operational workflows

Qualification

LifeDisability InsuranceGuardian systems eSuiteGuardian systems GOLHealth LicenseMicrosoft 365Customer-centric mindsetCommunication skillsOrganizational skillsProblem-solving abilitiesSelf-starter