New Business Coordinator JKJ Financial Services

JKJ Financial Services is seeking a highly organized and detail-oriented New Business Coordinator to support all aspects of the execution and implementation of new life insurance policies. Our firm is led by one of the region’s most respected insurance professionals and is known for delivering a high level of service and expertise to our clients.

The primary objective of this role is to ensure that new policies are implemented in a timely, accurate, and professional manner, contributing to a seamless client experience.

Responsibilities:

• Request, track, and organize client medical records from healthcare providers
• Prepare, consolidate, and deliver to the carrier all insurance-related materials, including client charts, medical cover letters, and applications
• Maintain new business spreadsheets, case files, and supporting documentation
• Process and track client premium payments and other policy-related expenses
• Support a smooth onboarding experience by managing expectations and resolving issues promptly
• Coordinate the preparation and delivery of applications and supporting materials to insurance carriers
• Assist in monitoring case progress with carriers, proactively follow up on pending requirements, and provide timely status updates to producers and clients
• Maintain knowledge of new business procedures, including any changes as they occur, for each insurance carrier
• Communicate professionally with carriers, other third parties, and occasionally, with clients, by phone and email as needed

Qualifications:

• Bachelor’s degree required; exceptional candidates with relevant experience may be considered
• Comfortable working with medical and health-related information
• Demonstrated ability to maintain strict confidentiality and discretion with sensitive client data
• Strong organizational, time management, and prioritization skills with impeccable attention to detail
• Life and Health insurance license required or expected to be obtained within 6 months of hire
• Proficiency with Microsoft Office (Word, Excel, Outlook) and Docusign
• Ability to work both independently and collaboratively within a team environment
• Excellent written and verbal communication skills

This position is ideal for a highly organized professional who values precision, responsiveness, and outstanding client service in a fast-paced, high-touch environment.