The New Business & Client Service Coordinator role is one that our team relies on to meet our mission by executing new business processing and service requests as well as focusing on supporting client relationships for the Producer Group.

If you want to be a part of an energetic, supportive, and caring team environment, The Legacy Group is the right place for you! Our mission at The Legacy Group is to help people live a life of greater confidence, choice, and financial freedom through strategic planning and unparalleled advice. Driven by our values, we strive to build meaningful, long-term relationships with clients through a “Service First” philosophy. Whether your focus is building or preserving wealth, our commitment to a cross-disciplinary planning process allows us to ensure that your financial blueprint is designed through a collaboration of financial, legal, and accounting perspectives. Our team of experienced professionals, each has a deep passion for serving our clients and adhering to The Legacy Group’s mission and purpose.

We hope you choose to join the Legacy family and help us as we support our current and future clients.

Check out our website: legacygroupny.com

Responsibilities

New Business

• Complete and review insurance applications for accuracy and completeness and submit applications in a timely manner.
• Produce/run sales illustrations for life and investment products.
• Coordinate with the New Business Department to ensure any underwriting requirements (i.e., APS, paramedical examination, CMI, etc.) are ordered in a timely manner.
• Perform application data entry into appropriate systems
• Provide clients with weekly status updates on their application process

Service Work

• Assist with Client requests and needed service work on policies and accounts.

Administrative

• Create and maintain up to date electronic Client Folders
• Handle incoming and outgoing phone calls and mail
• Keep agents’ securities and insurance licensing up to date
• Update Marketing Lists
• Create calendar invites and schedule meeting.

Performance Expectations

• Use professionalism and adhere to confidentiality compliance standards when communicating via email, phone, and virtual/in-person meetings.
• Collaborate, communicate, and contribute to a team environment
• Approach assignments with a strong drive to mastering and completing all tasks
• Keep informed and up to date on new business procedures, regulations, and processes
• Strong attention to detail
• Strong organizational abilities
• Strong interpersonal communication skills with a factual, straightforward, and direct communication style
• Exhibit tact and diplomacy to maintain strong relationships in the workplace and with clients.

Qualifications (Skills, Education, Training, and Registrations)

• Minimum two-year Associate’s Degree (Bachelor’s Degree preferred) from accredited University
• Minimum three years of experience in related business
• Excellent verbal and written communication skills
• Computer proficiency (Microsoft Office Suite, OneNote, Zoom, Adobe PDF Editor, etc.)
• Applied understanding of life insurance application processing (ideal, but not required)
• Product knowledge (ideal, but not required)

Job Type: Full-time

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Work setting:

• In-person
• Office

Application Question(s):

• How many years experience do you have in financial firms or life insurance agencies?
• Do you have any experience processing new business for life insurance, annuities or investment accounts?

Education:

• Associate (Preferred)

Experience:

• Administrative: 2 years (Preferred)
• Investment Management & Financial Advisory Occupations: 1 year (Preferred)

Shift availability:

• Day Shift (Preferred)

Work Location: In person