Sales Development Representative
Dynatron Software, Inc.
Life Insurance Service and New Business Coordinator
Kestra Financial
part-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts
Visit company websiteJob Level
Mid-LevelSenior
About the role
- Support the Lead Advisor/CFP in placing new insurance business and servicing existing client policies
- Assist in preparing, submitting, and tracking life, disability, and long-term care applications
- Coordinate medical exams, APS requests, and other underwriting requirements; communicate with carriers to resolve application or underwriting issues
- Maintain detailed and organized records of all active cases, including online file/document management
- Process client policy service requests, including beneficiary changes, billing updates, and coverage adjustments
- Update client and policy servicing information using Proformex, CRM systems, and carrier portals
- Provide professional client service via phone, email, and written correspondence; make proactive outbound calls to existing clients regarding service and case status
- Assist in preparing insurance illustrations, forms, and client review materials
- Work independently to move cases forward while collaborating closely with the firm's Client Service Associate for investments
Requirements
- Active Life & Health Insurance License required
- Prior experience in insurance new business processing, policy service, or case management strongly preferred
- Excellent phone communication skills and comfort making outbound calls to existing clients (no cold calling)
- Ability to work independently while also collaborating with the investment Client Service Associate and advisory team
- Strong organizational skills and attention to detail
- Proficiency with CRM systems, Proformex, and online file/document management
- High level of professionalism, confidentiality, and follow-through
