Part-Time Life Insurance Service & New Business Coordinator

Financial Planning Alternatives is an independent financial services firm offering high-touch financial planning, investment management, and insurance solutions to clients locally and nationwide.

We are looking to add a part-time team member who shares our commitment to professionalism, integrity, and exceptional client service. Our clients trust us with some of the most important decisions in their lives, and this role helps ensure that every client interaction and policy transaction is handled with care and accuracy.

About the Role
The Part-Time Life Insurance Service & New Business Coordinator is responsible for supporting the Lead Advisor/CFP in placing new insurance business and servicing existing client policies. This is a detail-oriented position that requires strong organizational skills, proactive follow-up, and the ability to manage multiple cases at different stages.

The right candidate must be comfortable working independently to move cases forward while also collaborating closely with the firm’s Client Service Associate for investments to ensure seamless service across both sides of the business. Strong phone communication skills and confidence in making outbound calls to clients from our existing book of business are essential.

This is a paid part-time role with the potential for future growth into full-time responsibilities or commission-based opportunities if desired.

Key Responsibilities

Insurance New Business Support

• Assist the Lead Advisor/CFP in preparing, submitting, and tracking life, disability, and long-term care applications
• Coordinate medical exams, APS requests, and other underwriting requirements
• Communicate with carriers to resolve application or underwriting issues
• Maintain detailed and organized records of all active cases, including online file/document management

Policy Service & Client Support

• Process client policy service requests, including beneficiary changes, billing updates, and coverage adjustments
• Update client and policy servicing information using Proformex, CRM systems, and carrier portals
• Provide professional client service via phone, email, and written correspondence
• Make proactive outbound calls to existing clients regarding insurance service, follow-up, and case status
• Assist in preparing insurance illustrations, forms, and client review materials

Requirements

• Active Life & Health Insurance License required
• Prior experience in insurance new business processing, policy service, or case management strongly preferred
• Excellent phone communication skills and comfort making outbound calls to existing clients (no cold calling)
• Ability to work independently while also collaborating with the investment Client Service Associate and advisory team
• Strong organizational skills and attention to detail
• Proficiency with CRM systems, Proformex, and online file/document management
• High level of professionalism, confidentiality, and follow-through

What We Offer

• Competitive hourly pay for part-time role
• Paid time off (PTO) available proportionate to hours worked
• A professional, collaborative environment where earned flexibility is valued
• Opportunity for expanded responsibilities and future growth within the firm