Job Description

Prominent Financial Planning firm seeking an experienced NEW BUSINESS COORDINATOR for our Allentown office. As a Coordinator, you act as the liaison between the advisor and the insurance carrier to process and follow up on new business in a timely and efficient manner. The ideal candidate will have at least 5 years of experience in Life and Health insurance.

QUALITIES REQUIRED:

Strong Work Ethic

Service-Oriented

Team Player with a Positive Attitude

Flexible and Enthusiastic in new Learning Opportunities

 SKILLS REQUIRED:

Strong Verbal and Written skills

Strong Problem-solving Skills and ability to Multitask

Knowledge of Life & Disability Insurance Underwriting Guidelines

Working knowledge of MS Word & Excel

Ability to Prioritize and seek Assistance, as needed

NOT REQUIRED BUT A PLUS:  Experience with investments and licensed: Life & Health, Series 6 & 63.

Our current team has been with the Agency for many years. If you are looking for a place to thrive --this is it!

We offer a generous benefit package, which includes a matching 401k plan, and a supportive, friendly and fun work environment.

If interested, please respond with your current salary or salary expectations.  (Salary will be dependent upon experience.)

Company Description

Proud to be named a Top Work Place by The Inquirer!