Life Insurance New Business Processor

Clearpath FInancial

Are you detail-oriented, organized, and passionate about helping people secure their financial future? Our Horsham-based financial advisory firm is looking for a Life Insurance New Business Processor to join our dynamic, growth-oriented team.

We pride ourselves on fostering a positive, collaborative culture where team members are valued, supported, and encouraged to grow. If you enjoy working in a fast-paced environment and want to be part of a company that makes a difference, we’d love to meet you.

What You’ll Do

• Process and track life insurance applications from submission to policy issue.
• Communicate with carriers, advisors, and underwriting teams to ensure timely and accurate case management and processing.
• Maintain consistent client follow-up via phone and email to guide them through the application process and address outstanding items.
• Review applications for completeness and accuracy.
• Maintain detailed records and follow established processes to ensure compliance.
• Work closely with our advisory team to deliver exceptional client service.

What We’re Looking For

• 2+ years of experience processing life insurance applications preferred
• Strong attention to detail and organizational skills.
• A proactive, solutions-focused mindset.
• A true team player who thrives in a collaborative environment.
• Excellent communication and follow-up skills.

Work Environment

• Work from home after the initial training period.
• Ideally able to come into the Horsham, PA office 1–2 times per month for team collaboration.

What We Offer

• A supportive, positive, and growth-oriented culture where your contributions matter.
• Competitive salary based on experience.
• Full benefits package available
• Opportunities for professional development and career growth.

If you’re ready to take the next step in your career and join a team that values both excellence and collaboration, we want to hear from you!