New Business Coordinator

Responsibilities

• Review all applications for accuracy and completeness in a timely manner
• Reports and requirements ordered and received in a timely manner
• Prompt and professional communication with agents regarding incomplete/incorrect application submission
• Report/meet regularly with producers and managers regarding pending business
• Perform producer training on the new business process as needed
• Daily follow up of pending business
• Policies reported in an accurate and timely manner
• Additional support as requested

Results Expected

• Ensure New Business applications are processed accurately and in accordance with agency’s submission timeline
• Ensure timely follow-up throughout the New Business processing cycle, from submission to reporting of policies
• Effective New Business/field underwriting training for agents and support staff
• Reporting of all policies within one day of authorization for those cases with applicable initial premium
• Identify areas of weakness and prepare recommendations to Business Manager

Measurement Criteria

• Open case duration
• Agent satisfaction
• Number of policies reported with delivery requirements