We’re hiring a New Business Coordinator, responsible for managing the end-to-end processing of protection business, from initial application submission through to policy delivery and completion. Serving as the primary point of contact for Financial Services Representatives and Home Office partners, the New Business Coordinator ensures a smooth and timely workflow throughout the entire process. This role reports to the to the Heads of New Business.

• Process new business applications in an organized, accurate, and timely manner.
• Monitor and report all requirements ordered and received from the Home Office promptly.
• Communicate professionally and efficiently with advisors regarding incomplete or incorrect application submissions.
• Accurately track all pending business using the firm’s designated tracking system.
• Proactively follow up on pending cases in alignment with Service Level Agreement (SLA) standards.
• Ensure policies are reported accurately and within required timeframes.
• Order Attending Physician Statements (APS) and conduct consistent follow-up on outstanding medical records.
• Oversee the full new business lifecycle—from initial submission through final policy reporting—with thorough and timely follow-up at each stage.
• Regularly manage the status of outstanding delivery requirements.
• Prioritize high-importance cases to ensure they are processed in time for commission close.
• Participate in ongoing training sessions, contribute to best practice sharing, and actively engage in team calls and Home Office discussions.
• Provide vacation and overflow support to team members as needed, maintaining continuity during high case volume or unexpected absences.
• Schedule client medical exams when required.
• Perform general administrative office tasks as needed to support operational efficiency.
• Actively support firm-wide initiatives and projects.
• Maintain an advisor-centric mindset, fostering collaborative, solution-oriented communication and processes.

Preferred Skills And Experience

• Strong customer service skills with a focus on empathy, active listening, and clear communication.
• Positive attitude with a proactive, solutions-oriented mindset.
• Excellent analytical and organizational abilities, with keen attention to detail.
• Effective time management skills with the ability to meet deadlines in a fast-paced environment.
• Ability to manage multiple priorities and adapt quickly to changing circumstances.
• Insurance licensing is preferred but not required.
• Minimum of 2 years of experience in the financial services or insurance industry, or related field.