New Business Clerk

New Business Clerk

"Building financial foundations for families to empower them today and leave a legacy for tomorrow".

Experior Financial Group Inc. is looking for a motivated New Business Clerk who thrives both independently and as part of a team. We are seeking someone who excels in a dynamic environment, adeptly handling multiple tasks with meticulous attention to detail. If you are someone who adapts swiftly to change and is committed to delivering excellence, this role is perfect for you.

As a member of our team, you will enjoy a positive work environment and be part of a dynamic group that values dedication and enthusiasm. We offer excellent opportunities for career advancement to those who are committed and strive for excellence.

Responsibilities:

• Build and maintain strong working relationships with the sales team, supporting them in processing client applications.


• Manage cases between carriers and agents to ensure all underwriting requirements are fulfilled. This involves meticulously reviewing client applications to confirm that they are complete for the underwriting process.


• Propose improvements to processes and technology.


• Perform additional duties related to the New Business Department as assigned by the immediate manager.

Qualifications:

• Previous experience in office administration is required.
  


• Experience in the insurance industry is a strong asset.


• Strong attention to detail and accuracy.


• Excellent time management and organizational abilities.


• Capable of managing tight deadlines and multiple priorities effectively.


• Effective problem-solving and investigative skills.


• Reliable, trustworthy, proactive, with a keen sense of ownership and initiative.


• Exceptional verbal and written communication skills.


• Approachable and professional in delivering suboptimal information via in-person, phone, and email interactions.


• Strong computer skills with a capacity to learn new systems.


• Ability to handle stressful situations with a positive, proactive attitude.


• Positive demeanor with an openness to constructive feedback.


• Must reside and be authorized to work in the United States.

What Experior Financial Group Inc. can offer you:

• Competitive compensation and a comprehensive total rewards package, including a 401(K) program, and group benefits coverage (health, vision, dental, and short-term disability), as well as access to mental health supports and an Employee Assistance Program.


• Growing organization with long-term career opportunities.


• Remote opportunities available.


• Ongoing training and development to help you grow your skills.


• Opportunity to work alongside experienced industry professionals and leaders.


• Collaborative, supportive team environment where your contributions are recognized and valued.


• Culture built on integrity, respect, and continuous improvement.

Pay Rate: $52,000/yr USD

Experior Financial Group, Inc. is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable law. Reasonable accommodations will be provided to qualified individuals with disabilities upon request.

Experior Financial Group Inc. has been certified a Great Place to Work 2025-2026!