NEW BUSINESS COORDINATOR

We are looking for a New Business Coordinator/Data Entry Specialist to join our operations team. This position is part of Lion Street’s life insurance division, based in Austin, TX. This is a great opportunity for an individual looking to proactively collaborate in a team environment with a high level of growth potential. The new business team supports a nationwide network of elite and experienced life insurance practitioners.
Job Description and Duties
This position is part of a group of new business coordinators responsible for the day-to-day team workflow and output. The success of this individual will rely on their ability to quickly receive incoming applications and associated documentation from different sources and preparing it timely and effectively for our Case Management to review and process.

Specific tasks include:

• Collaborate in the management of the team inbox where applications and other documentation is received.
• Enter the received applications in the company system and create a task for case managers to begin processing.
• File and manage case documentation in the company system.
• Pre-populate insurance applications based on information provided.
• Confirm that agents are properly licensed/contracted.
• Mail out policies and notices that are received.
• Communicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow.
• Assist in additional projects as needed.

Skills and Experience
Qualified candidates must meet minimum job qualifications.
The ideal candidate must have 1+ years of data entry experience with an emphasis on accuracy. Currently in or previously worked in the life insurance industry is preferred but not required. Prior work in a Brokerage General Agency is a plus. Must be detail-oriented, strives in a team environment, self-motivated, and able to work in a fast-paced environment. Knowledge of Agency Integrator and Paper Clip is preferred but not required. Experience with MS office suite is required
Position is located in Austin, TX at our beautiful downtown office.

We include benefits that make work-life more fun with a peace of mind for our team. These benefits include but are not limited to:

• Generous PTO and holiday schedule, with extra time off for community service and your birthday
• Workplace perks galore: free snacks and drinks, and onsite gym facilities
• Generous health insurance benefits
• 401(k) with immediately vested employer matching
• Employer paid HAS and FSA contributions for eligible health plans
• Paid Parking
• Employee ownership program

We work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.
Lion Street, Inc. is a financial services distribution company based in Austin, Texas. Lion Street provides elite independent financial advisors, many of which have roots in the life insurance industry, access to the financial products, intellectual capital, and specialized resources they need to meet the sophisticated financial planning needs of their high-net-worth and corporate clients. Lion Street is an Integrity Marketing Group company.
www.lionstreet.com

• Collaborate in the management of the team inbox where applications and other documentation is received.
• Enter the received applications in the company system and create a task for case managers to begin processing.
• File and manage case documentation in the company system.
• Pre-populate insurance applications based on information provided.
• Confirm that agents are properly licensed/contracted.
• Mail out policies and notices that are received.
• Communicate with upper management and other team members about challenges and opportunities encountered during daily tasks with data and internal processes with the aim to maintain an efficient team workflow.
• Assist in additional projects as needed