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Finance
Underwriting Assistant
Dallas, TX

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Spectrum Financial Group

New Business Coordinator

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Job Description

New Business Coordinator Spectrum Financial Group Dallas, TX Job Details Full-time $24 - $27 an hour 1 hour ago Benefits Disability insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Qualifications Underwriting verification process Continuous improvement Attention to detail Process management Time management Full Job Description Job Summary Financial Services firm in Dallas is seeking a highly motivated and experienced professional to join our New Business Processing team. This role is critical to delivering an exceptional experience for our advisors, brokers, and clients by ensuring the accurate, timely, and efficient processing of life and disability insurance applications from initial submission through policy issuance. The ideal candidate is a detail-oriented self-starter with strong critical-thinking, organizational, and time-management skills, complemented by excellent communication and relationship-building abilities. This individual will take ownership of the end-to-end application process, including maintaining tracking systems, following up on medical and underwriting requirements, and ensuring all documentation is complete and submitted accurately. As a key liaison between Advisors/Brokers and underwriting teams, this position plays an important role in facilitating communication, resolving issues, and driving applications to successful completion. Responsibilities also include training new Advisors/Brokers on submission procedures, processing payments, and supporting continuous improvement efforts within the department. In addition to core new business responsibilities, this role provides operational support through general office duties and serves as a reliable backup for team members as needed, contributing to the overall success and efficiency of the organization.
Pay:
$24.00 - $27.00 per hour Expected hours: 40.0 per week
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Life insurance Paid time off Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance