Agency New Business Level 1 Coordinator

Agency New Business Level 1 Coordinator – Job Description Reporting to: Agency Head of Advisor Services

Job Summary: Are you an organized, detail-oriented professional who thrives in a fast-paced environment? Join our team as an Agency New Business Level 1 Coordinator and play a critical role in both client service and operational excellence. This role supports the processing of life and disability insurance applications and supports the firm, ensuring the front office runs smoothly. You’ll be an essential link between our advisors, underwriters, and clients while contributing to the daily flow of a high-performance financial services firm. Success in this role requires someone who embodies our core values of integrity, diligence, empathy, and innovation.

Key Responsibilities:

• Serve as the primary liaison between underwriters and agents to facilitate policy approvals, issuances, and deliveries.

• Pre-check all life and disability insurance applications for accuracy and completeness.

• Track new business cases from submission through approval and delivery.

• Report initial premium payments and assist with bank draft setup.

• Coordinate with advisors and their teams regarding outstanding requirements and documentation.

• Process reissues, commission change forms, and prepare policies for delivery (eDelivery or physical).

• Maintain accurate and timely daily reporting on applications in process.

• Available to be introduced as an agency resource in the recruiting process.

• Support the firm by covering the front desk as team needs require.

• Provide general administrative support to the General Agent and agency leadership.

• Assist with other duties as assigned.

Results Expected:

• Timely follow-up and resolution of outstanding new business requirements.

• Smooth, professional, and consistent client and visitor experience at the front desk.

• Accurate daily reporting and communication with advisors and underwriters.

• Proactive management of office operations, supplies, and scheduling needs.

Qualifications & Skills:

• College degree required.

• Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint

• Skilled in Adobe Acrobat Pro and DocuSign to manage, edit, and process digital documents efficiently.

• Colorado Life and Health Insurance Licenses (or ability to obtain within 90 days of hire).

• Minimum of two years of administrative or operational experience.

• Highly process-oriented with strong attention to detail.

• Professional presence with strong interpersonal and customer service skills.

• Able to multitask and prioritize in a dynamic environment.

• Experience in financial services or insurance industry (preferred).

• High level of discretion and commitment to confidentiality.

• Comfortable with technology and internal business systems.

• Passion for supporting business growth and career advancement.

• Teamwork and desire to grow!

• Ability to pass a background check and provide professional references upon request.

Details:

• Location: Denver, CO (In-office, Monday–Friday, 8:00 AM–5:00 PM, adjusted on commission close dates)

• Compensation: $24-$31 per hour, depending on experience and qualifications.

• Comprehensive Benefits Package:

o Medical, dental, vision, and life insurance

o Short-term and long-term disability coverage

o 401(k) employer match

o W2 hourly role, non-exempt

o Annual performance review every March or April