New Business Coordinator / Office Manager Job at Lee, Nolan & Koroghlian, LLC, Garden City, NY

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  • Lee, Nolan & Koroghlian, LLC
  • Garden City, NY

Job Description


Responsibilities include:
  • Scan and process new applications, contract changes, and informal inquiries.
  • Coordinate underwriting requirements by interacting with agents, staff, and underwriters/case managers
  • Handle initial and downstream accounting entries related to the new business process
  • Process policy delivery requirements and other notifications to agents.
  • Provide excellent day-to-day customer service to agents, clients, and management, either over the phone, in person, or through electronic communication
  • Oversee and maintain day to day operations of the office
  • Manage workspace, access, and act as point of contact for building management and office communications
  • Maintain office supplies, forms, equipment
  • Respond to ad-hoc requests
  • Other office duties as assigned
Requirements:
  • Associates, or Bachelor’s degree preferred, or equivalent years of related experience
  • The ideal candidate should have 2-5 years of life insurance new business processing and related office management experience.
  • Candidates must have a professional appearance, excellent phone and customer service skills
  • Excellent organizational skills and attention to detail
  • Ability to prioritize and manage multiple tasks
  • Computer skills and working knowledge of Microsoft Office are a must

 

Job Tags

Full time, Contract work,

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