Client Services-New Business Coordinator

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New Business Coordinator-Client Services 

Job Description:

Client services plays an integral role in our operations department providing high- level customer service ensuring the accuracy of client applications.  Team members will be involved in the entire policy to issue process.  Duties include, but are not limited to:

  • Process client applications
  • Verify necessary requirements
  • Work with third-party companies
  • Application preparation


Minimum Qualifications:

  • Bachelor’s degree or equivalent experience (in lieu of Bachelor’s degree, must have 4 years’ experience in finance industry)
  • Minimum of 2 years of experience in a related field
  • Series 65 license preferred
  • Life insurance license preferred
  • Proficient in Excel, Microsoft Word, Database Management with basic understanding of windows and Mac IOS.
  • Must be available for work full-time hours (Monday-Friday 8:30 am to 5:30 pm, occasional evenings)

Equal Opportunity Employer M/F/D/V

Location: Lehi, UT
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