Renaissance Financial
New Business Coordinator
Renaissance Financial, Phoenix, Arizona, United States, 85003
About Renaissance Financial
Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City.
Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one relationship at a time.
Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to process all new business applications, order medical records, help manage life insurance cases as back up, follow up on submitted policy requests, provides support with inforce business and assists Vice President with administrative duties.
Primary ResponsibilitiesProcesses new business applications for life and disability insuranceDaily scanning of that day's business prior to it going to the Home OfficeCommunicates with the advisors and/or assistants regarding the status of their pending businessAssists with outside carrier business (AIMCOR Crump, CIA and Standard)Provides back up to the new business account managerOrder Medical RecordsFollow Up on Service Requests (policy changes)Provide administrative assistance to the Vice President, Insurance Operations and/or Office ManagerOther duties may be assigned to meet the business needs.
Essential Characteristics
Must have high level of interpersonal skills to handle sensitive and confidential situations.This position requires demonstrated poise, tact and diplomacy.Must be able to interact and communicate with individuals at all levels of the organization.Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.Education, Training & Experience (Required)
High School diplomaTwo or more years of experience in an office environmentWorking knowledge of life insurance - preferred, not requiredLicenses & Certifications Preferred (not Required)
Life & HealthSeries 6Series 63Computer Equipment and Software
Proficiency in the use of computer programs for:
Microsoft Office SuiteDatabasesSpreadsheetsAccessInternetProficiency in the use of office equipment:
ComputerVoice messaging systemsFaxPhoto copierTyping of at least 50 wpmWorking Conditions
This position requires working in an office environment.This position usually works a standard work week.This position rarely works overtime.This position rarely involves travel.We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.Benefits and Incentives
Employer Paid Medical Insurance.Generous employer contributions of up to 10% of team member eligible compensation annually.Potential for Annual Variable Compensation and Bonuses.Employer Licensing Coverage and Growth Opportunities.
Renaissance Financial is a comprehensive financial planning firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City.
Our Mission: Using creative business and personal planning, we help our clients achieve financial freedom... one relationship at a time.
Our true team approach and entrepreneurial atmosphere set us apart from other firms in our industry. Joining our close-knit team at Renaissance Financial will inspire professional growth through numerous opportunities while creating a lasting impact on our organization and community. We support and reward our staff through team outings and industry leading benefits because we sincerely care about the well-being of our team members.
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
The mission of this full-time position is to process all new business applications, order medical records, help manage life insurance cases as back up, follow up on submitted policy requests, provides support with inforce business and assists Vice President with administrative duties.
Primary ResponsibilitiesProcesses new business applications for life and disability insuranceDaily scanning of that day's business prior to it going to the Home OfficeCommunicates with the advisors and/or assistants regarding the status of their pending businessAssists with outside carrier business (AIMCOR Crump, CIA and Standard)Provides back up to the new business account managerOrder Medical RecordsFollow Up on Service Requests (policy changes)Provide administrative assistance to the Vice President, Insurance Operations and/or Office ManagerOther duties may be assigned to meet the business needs.
Essential Characteristics
Must have high level of interpersonal skills to handle sensitive and confidential situations.This position requires demonstrated poise, tact and diplomacy.Must be able to interact and communicate with individuals at all levels of the organization.Work requires attention to detail in such things as composing, typing and proofing materials, establishing priorities and meeting deadlines.Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands.Education, Training & Experience (Required)
High School diplomaTwo or more years of experience in an office environmentWorking knowledge of life insurance - preferred, not requiredLicenses & Certifications Preferred (not Required)
Life & HealthSeries 6Series 63Computer Equipment and Software
Proficiency in the use of computer programs for:
Microsoft Office SuiteDatabasesSpreadsheetsAccessInternetProficiency in the use of office equipment:
ComputerVoice messaging systemsFaxPhoto copierTyping of at least 50 wpmWorking Conditions
This position requires working in an office environment.This position usually works a standard work week.This position rarely works overtime.This position rarely involves travel.We are committed to providing an accessible work environment. If you need accommodations during the application or employment process, please let us know.Benefits and Incentives
Employer Paid Medical Insurance.Generous employer contributions of up to 10% of team member eligible compensation annually.Potential for Annual Variable Compensation and Bonuses.Employer Licensing Coverage and Growth Opportunities.