Introduction Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply. Overview This position is responsible for completing all new businessrelated activities and assisting prospective applicants through underwriting to policy acquisition. The New Business Coordinator collects personal data from prospective insureds and external third parties to complete applications for various insurance products. The New Business Coordinator is the liaison between the proposed insured and insurance carrier and continuously follows up with both to ensure the process moves along in a timely fashion. How you'll make an impact Ensuring documents are processed and completed according to established timelines Ordering and tracking attending physician statements (APS) for underwriting purposes Ordering and coordinating life insurance exams Providing timely and accurate updates to applicable team members Review medical records and exam information and immediately notify the appropriate team members of any adverse medical history Review underwriting report with team members at leastbi‐weekly Cross check other team members work as needed Any other responsibilities that may be assigned as needed About You Bachelor’s Degree in Finance, Risk Management or related field Maintain (or obtain upon being hired) a current Life and Health Insurance license, including completion of routine continuing education requirements Minimum of two (2) years insurance agency or related experience, or equivalent combination of education and experience Job Knowledge and Skills: Proficient computer skills including Microsoft Office applications (including Microsoft Word, Excel, Outlook), Adobe applications, insurance company software, various web‐ based applications and accessing the Internet for research Professional written and oral communication skills Ability to establish effective working relationships with team members, vendors and clients and be able to appropriately represent the Company to external parties Ability to manage multiple priorities and deadlines simultaneously, work independently and proceed with objectives without supervision in a fastpaced work environment Ability to operate effectively in a team environment Must have excellent organizational and administrative skills Have a client service attitude Takes responsibility for all aspects of their job Produces consistently error‐free work Follows up with team members to ensure goals and objectives are met Responds to requests in a timely and accurate manner and with a sense of urgency Anticipates future problems/situations with underwriting and develops a well‐planned course of action Seeks ways to make future processing simpler or more efficient Takes advantage of opportunities to learn more about the insurance industry and products Willing to work extended hours to meet deadlines #LI-KF1 Compensation and benefits On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: Medical/dental/vision plans, which start from day one! Life and accident insurance 401(K) and Roth options Tax-advantaged accounts (HSA, FSA) Educational expense reimbursement Paid parental leave Other benefits include: Digital mental health services (Talkspace) Flexible work hours (availability varies by office and job function) Training programs Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing Charitable matching gift program And more... We value inclusion and diversity Click Here to review our U.S. Eligibility Requirements and Pay Disclosure Statement Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.