New Business Clerk

Experior Financial Group

New Business Clerk managing administrative tasks and supporting sales in remote role. Focus on processing client applications and ensuring underwriting requirements are met.

Posted 6/25/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $52,000 per yearWebsite

About the role

Key responsibilities & impact

Build and maintain strong working relationships with the sales team, supporting them in processing client applications.
Manage cases between carriers and agents to ensure all underwriting requirements are fulfilled.
Meticulously review client applications to confirm that they are complete for the underwriting process.
Propose improvements to processes and technology.
Perform additional duties related to the New Business Department as assigned by the immediate manager.

Requirements

What you’ll need

Previous experience in office administration is required
Experience in the insurance industry is a strong asset
Strong attention to detail and accuracy
Excellent time management and organizational abilities
Capable of managing tight deadlines and multiple priorities effectively
Effective problem-solving and investigative skills
Reliable, trustworthy, proactive, with a keen sense of ownership and initiative
Exceptional verbal and written communication skills
Approachable and professional in delivering suboptimal information via in-person, phone, and email interactions.
Strong computer skills with a capacity to learn new systems
Ability to handle stressful situations with a positive, proactive attitude
Positive demeanor with an openness to constructive feedback
Must reside and be authorized to work in the United States.

Benefits

Comp & perks

Competitive compensation and a comprehensive total rewards package
401(K) program
Group benefits coverage (health, vision, dental, and short-term disability)
Access to mental health supports
Employee Assistance Program
Ongoing training and development to help you grow your skills
Collaborative, supportive team environment

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

office administrationunderwriting processcase management

Soft Skills

attention to detailtime managementorganizational abilitiesproblem-solvinginvestigative skillsreliabilityproactivitycommunication skillsapproachabilitystress management