New Business Specialist

Job Description

Job Description

Salary : $22.50 / hr DOE

Megastar Advisors specializes in providing comprehensive marketing solutions and back-office support to agents in the financial planning industry. Are you an experienced, highly organized, and upbeat professional with a passion for delivering exceptional client experiences? If so, we invite you to explore an exciting opportunity as a New Business Specialist with our dynamic team.

As a New Business Specialist, you will serve as a crucial liaison between our agents, financial clients, and insurance carriers. You will be responsible for proofing, processing, tracking, and resolving issues related to the submission of new business from our agents to various insurance carriers.

Duties and Responsibilities

• Process insurance contracts : Review contracts for accuracy and completeness across all lines of business.
• Submit paperwork : Submit all required documentation to various insurance carriers and maintain accurate records in our CRM system.
• Satisfy requirements : Collaborate with agents and insurance carriers to fulfill missing requirements for completed contracts and document all actions in the CRM.
• Stay updated : Keep abreast of the latest insurance carrier forms, processes, and procedures.

Knowledge and Skills

Work Experience and Other Requirements

If you are ready to take on a rewarding challenge and contribute to our success, we encourage you to apply.