We are seeking a New Business Processor to provide administrative support over several departments in our company. In this position, you must ensure that our day-to-day operations run smoothly, especially when they involve collaboration between multiple departments. Fulfilling the duties and responsibilities of this job requires strong communication skills, the ability to prioritize tasks in a fast-paced environment, and familiarity with standard office software.

Role Responsibilities

• Responsible for managing the process of new account opening
• Knowledgeable of and will remain in compliance with all rules and regulations
• Communicate with advisors and clients to efficiently move investment and insurance processing
• Maintain strict confidentiality of client and company information
• Work with broker dealer on resolving issues with applications
• Review files and sources in their entirety, in order to identify requirements to process applications and clearly and concisely communicate with the team
• Collaborate with Client Service team to prioritize daily work items
• Work directly with the financial advisors, team members, and clients to modify, update, and process insurance policies and investment accounts
• Review and verify personal information including names, addresses, ages, assets, and other data to ensure the accuracy of company records
• Maintain recordkeeping and data entry to maintain accurate client information
• Correspond with existing and prospective clients via phone and email in accordance with the company policies; documenting all details to deliver the optimal level of customer service

Skills and Qualifications

• High school diploma required; bachelor’s degree in business administration or 3-5 year relevant work experience
• Experience using data entry, recordkeeping, or insurance policy computer systems or programs
• Knowledge of insurance policies, carriers, and processing
• Strong analytical, interpersonal, and communication skills are required
• Experience using Microsoft Office, CRM systems, financial planning software, and other related account status computer systems
• Life & Health and Series 7 licensing preferred

Note: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned to meet the ongoing needs of the organization.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Work Location: Hybrid remote in Brentwood, TN 37027