New business coordinator job description
Updated March 14, 2024
11 min read
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Example new business coordinator requirements on a job description
New business coordinator requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in new business coordinator job postings.
Sample new business coordinator requirements
- Bachelor's Degree in Business Administration or related field.
- Minimum 3 years' experience in business operations.
- Proficient in Microsoft Office Suite.
- Prior experience with budgeting and recordkeeping.
- Knowledge of business process improvement.
Sample required new business coordinator soft skills
- Strong organizational skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and manage multiple tasks.
- Detail-oriented and analytical.
- Proactive and able to anticipate needs.
New business coordinator job description example 1
Principal Financial Group new business coordinator job description
- Communicating via phone and email with field partners to provide status and process or product information.
- Reviewing application documents for completeness and accuracy and ordering necessary requirements.
- Proactively following up on all requirements and tracking cases through their life cycle to ensure stated service standards are met.
- Coordinating the issue and delivery of life insurance policies.
- Exhibiting quick judgment, excellent organizational skills, accurate and detailed written and verbal communication in the work you complete.
- Managing your own daily workload and exhibiting strong decision-making and flexibility when working on complex casework.
- Developing a comprehensive knowledge of our products and processes, staying current on department and regulatory updates.
- Performing other job-related duties and special projects as required.
This position is also a great way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more.
Qualifications- Bachelor's degree or equivalent work-related experience required.
- Effective team player and a positive influence within the organization.
- Strong computer skills, aptitude, and proficiency at keyboarding.
- Exhibit positive relationship building with internal and external customers and be able to respond to difficult situations.
- Prioritize work while maintaining service standards in the face of peak times and full workloads, and frequent interruptions.
- Ability to multi-task in a fast-paced changing environment with high accuracy and within established turnaround times.
- Ability to work professionally and diplomatically with very demanding and diverse distribution channels.
- Participation in industry continuing education is strongly recommended (i.e. LOMA).
Vacation time may be limited from the end of November through the beginning of January. This position may require mandated overtime during peak season.
Work Authorization/Sponsorship
At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.) For additional information around work authorization needs please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants
Investment Code of Ethics
For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.
Experience Principal
While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.
Principal is an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
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New business coordinator job description example 2
Atria Senior Living new business coordinator job description
Responsibilities
* A known champion for creating a culture that is resident directed, focused on identifying and highlighting resident strengths, creating an environment that restores one's purpose and allows opportunities for being well-known and belonging in the community.
* Lead and track the Resident Welcome Home Program as well as assuming partial responsibility for resident satisfaction within the first 90 days. Capture and input resident profiles and demographics.
* Find creative ways to keep residents connected to one another, to the internal community, to their hobbies, interests and the outside community as well.
* Incorporates elements of spontaneity, simple pleasures and looks for continuous opportunities to delight and surprise residents.
* Assume responsibility to educate other associates on creating an environment where strengths, purpose and belonging flourish and grow.
* Suggest topics and lead learning circles focused on the resident's experience.
* Involves residents in all resident experience decisions and asks residents for solutions to any issues the community encounters.
* Supports residents and guests with questions, concerns and emergencies; may be the first point of contact for emergency responders and/or regulatory agencies.
* Supports community operations to ensure the highest levels of resident experience and satisfaction.
* Encourages and promotes resident volunteerism, both internally and externally.
* Adheres to monthly budget and continually looks for ways to enhance the resident experience in terms of the quality of programs paid vendors deliver.
* Plan and implement special seasonal events to celebrate resident birthdays, anniversaries, and holidays.
* Keeps Activity Room organized and welcoming.
* Assist in arranging and at times render transportation for the residents.
* Lead exercise sessions and coordinate with professional instructors to teach fitness classes (i.e., Tai Chi or Yoga) - based on budget and/or resident interest.
* Recruit and coordinate resident and public volunteers to successfully enhance daily activities and events - focusing on volunteers' interests and passions.
* Participate in regional conference calls and companywide trainings.
* Build relationships and market program successes on a weekly basis with local community contacts. Network to establish opportunities for residents to volunteer and give back to the local community.
* Promote activities, events, and community within the media by working with Support Center Communications and Resident Experience (PR opportunities, Facebook, Yammer, etc.).
* Other duties as assigned.
Qualifications
* High School Diploma or equivalent
* Experience coordinating, planning and executing group activities and events.
* Must possess a good driving record, valid drivers' license and may require a current CDL License or be able to obtain a CDL within 60 days of employment to safely operate the Community bus for activity and program related outings.
* Strong team player!
* 40 hour/work week with flexibility to shift hours or work additional hours if budgeted and approved.
* Thorough knowledge of Outlook, Word, Excel, and PowerPoint.
In the role of Engage Life Coordinator, you are empowered to work side by side with resident's discovering their strengths and talents to provide a purpose for each new day.
Facilitating connections so people become well-known and belong to the community is an integral component of every task. Reporting to the community GM, this role will plan and execute activities that meet the interests of the residents. There is an emphasis on spontaneous interactions and pop up opportunities that add delight and surprise to the resident's day.
Holiday Retirement is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.
It's Easy to Apply Online
Select the "Apply Now" button on the job that interests you. Plan on taking 5-10 minutes to complete the application and select "Submit" when done - you'll receive a confirmation email shortly thereafter. Keep your login and password handy as you'll need it throughout the hiring process.
Application Review
Every application is given due consideration. If your experience and skills are aligned with the job requirements, we'll contact you to schedule an interview.
Interviews & Assessments
Your interview will be conducted by phone or in person with an Atria recruiter or hiring manager. This process may include additional interviews, reference checks and skill assessments.
Offer Letter
If you are chosen for the position, an offer will be made by phone and email. The email will include a letter which you'll sign electronically, return to us and can download for your records.
Post-Offer Hiring Process
You'll receive all needed forms, instructions and our contact information if you have any follow-up questions. This process may include a background check and/or a drug screen. COVID-19 vaccination is a requirement of all positions - proof of vaccination is required before you can start. We will evaluate potential accommodations for anyone seeking an exemption due to a medical condition or religious belief.
Check-ins from your future team
As turnaround times vary for screening results, we'll provide any needed updates and let you know what to expect for your first day on the job.
First day and onboarding
Congratulations - we're excited to have you join our team! Onboarding varies by position, but on your first day at Atria you'll typically meet coworkers, take a workplace tour and begin any required training.
Apply Now
Job Details
Employment type: Part-Time
Job Category: Senior Education/Recreation
Location: Cincinnati OH, 45255
Community: New England Club
* A known champion for creating a culture that is resident directed, focused on identifying and highlighting resident strengths, creating an environment that restores one's purpose and allows opportunities for being well-known and belonging in the community.
* Lead and track the Resident Welcome Home Program as well as assuming partial responsibility for resident satisfaction within the first 90 days. Capture and input resident profiles and demographics.
* Find creative ways to keep residents connected to one another, to the internal community, to their hobbies, interests and the outside community as well.
* Incorporates elements of spontaneity, simple pleasures and looks for continuous opportunities to delight and surprise residents.
* Assume responsibility to educate other associates on creating an environment where strengths, purpose and belonging flourish and grow.
* Suggest topics and lead learning circles focused on the resident's experience.
* Involves residents in all resident experience decisions and asks residents for solutions to any issues the community encounters.
* Supports residents and guests with questions, concerns and emergencies; may be the first point of contact for emergency responders and/or regulatory agencies.
* Supports community operations to ensure the highest levels of resident experience and satisfaction.
* Encourages and promotes resident volunteerism, both internally and externally.
* Adheres to monthly budget and continually looks for ways to enhance the resident experience in terms of the quality of programs paid vendors deliver.
* Plan and implement special seasonal events to celebrate resident birthdays, anniversaries, and holidays.
* Keeps Activity Room organized and welcoming.
* Assist in arranging and at times render transportation for the residents.
* Lead exercise sessions and coordinate with professional instructors to teach fitness classes (i.e., Tai Chi or Yoga) - based on budget and/or resident interest.
* Recruit and coordinate resident and public volunteers to successfully enhance daily activities and events - focusing on volunteers' interests and passions.
* Participate in regional conference calls and companywide trainings.
* Build relationships and market program successes on a weekly basis with local community contacts. Network to establish opportunities for residents to volunteer and give back to the local community.
* Promote activities, events, and community within the media by working with Support Center Communications and Resident Experience (PR opportunities, Facebook, Yammer, etc.).
* Other duties as assigned.
Qualifications
* High School Diploma or equivalent
* Experience coordinating, planning and executing group activities and events.
* Must possess a good driving record, valid drivers' license and may require a current CDL License or be able to obtain a CDL within 60 days of employment to safely operate the Community bus for activity and program related outings.
* Strong team player!
* 40 hour/work week with flexibility to shift hours or work additional hours if budgeted and approved.
* Thorough knowledge of Outlook, Word, Excel, and PowerPoint.
In the role of Engage Life Coordinator, you are empowered to work side by side with resident's discovering their strengths and talents to provide a purpose for each new day.
Facilitating connections so people become well-known and belong to the community is an integral component of every task. Reporting to the community GM, this role will plan and execute activities that meet the interests of the residents. There is an emphasis on spontaneous interactions and pop up opportunities that add delight and surprise to the resident's day.
Holiday Retirement is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, national origin, age, sex, religion, disability, sexual orientation, marital status, military or veteran status, gender identity or expression, or any other basis protected by local, state, or federal law.
It's Easy to Apply Online
Select the "Apply Now" button on the job that interests you. Plan on taking 5-10 minutes to complete the application and select "Submit" when done - you'll receive a confirmation email shortly thereafter. Keep your login and password handy as you'll need it throughout the hiring process.
Application Review
Every application is given due consideration. If your experience and skills are aligned with the job requirements, we'll contact you to schedule an interview.
Interviews & Assessments
Your interview will be conducted by phone or in person with an Atria recruiter or hiring manager. This process may include additional interviews, reference checks and skill assessments.
Offer Letter
If you are chosen for the position, an offer will be made by phone and email. The email will include a letter which you'll sign electronically, return to us and can download for your records.
Post-Offer Hiring Process
You'll receive all needed forms, instructions and our contact information if you have any follow-up questions. This process may include a background check and/or a drug screen. COVID-19 vaccination is a requirement of all positions - proof of vaccination is required before you can start. We will evaluate potential accommodations for anyone seeking an exemption due to a medical condition or religious belief.
Check-ins from your future team
As turnaround times vary for screening results, we'll provide any needed updates and let you know what to expect for your first day on the job.
First day and onboarding
Congratulations - we're excited to have you join our team! Onboarding varies by position, but on your first day at Atria you'll typically meet coworkers, take a workplace tour and begin any required training.
Apply Now
Job Details
Employment type: Part-Time
Job Category: Senior Education/Recreation
Location: Cincinnati OH, 45255
Community: New England Club
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New business coordinator job description example 3
Guardian Life new business coordinator job description
Do you want to be part of a high performing Sales and Client Management team?
Do you have a passion for building strong and lasting relationships with customers? Are you a team player who is adept at collaborating across internal and external teams? Is a culture where "We Do the Right Thing," "We Believe People Count," "We Courageously Shape our Future Together," and "We Go Above and Beyond for the People We Serve" important to you? If so, Guardian is seeking a New Business Coordinator to join our Group Benefits Small Market team.
Reporting to the Manager, Client Management, Small Market, the New Business Coordinator is accountable for coordinating the implementation of a new business case from notification of sale through final implementation.
**You Will:**
+ Communicate to Rating the sale of a case and ensuring that the Case Profile is sent to the broker timely.
+ Follow up with the broker to ensure that the completed Case Profile is received and verify/provide any missing Ready for Onboarding (RFO) standards. The New Business Coordinator is also available to assist a broker/planholder with the completion of Case Profile.
+ Confirm to whom commissions are to be paid and ensure proper licensing and appointment guidelines are met.
+ Coordinate with Onboarding to verify information and review the list of missing information in an effort to verify/provide information that is already in house. Coordinate between the Sales Consultant and Rating on any plan changes that have an impact on rate.
+ Follow up on missing eligibility to ensure timely receipt of information. Work with Sales Consultant and Underwriting to resolve an eligibility and/or participation issues.
+ Utilize Salesforce to provide status updates during the implementation process.
+ Understanding the Onboarding and Case Installation processes, workflows and technical requirements needed to install a new business case.
+ Answering questions, troubleshooting and resolving issues during the implementation process.
**You Have:**
+ College degree or equivalent work experience preferred
+ Two years of insurance industry experience or equivalent, preferably in a service-related function.
+ Customer-focused mindset and ability to collaborates with others
+ Excellent written and verbal communication skills
+ Ability to facilitate discussions among Sales, Rating, Onboarding, Underwriting and Case Install and any other internal department.
+ Ability to handle and manage multiple cases effectively and work under pressure to meet deadlines
+ Ability to be resilient and adapt to change
+ Ability to work independently as well as part of a team
+ Attention to detail with strong organization and time management skills
**Location Requirements:**
The primary location for this position is in Bethlehem PA with an "on campus" work arrangement.
\#GuardianSales
**Our Promise:**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**We Offer:**
+ Meaningful and challenging work opportunities to accelerate technology and innovation in a secure and compliant way.
+ Competitive compensation
+ Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period
+ Life and disability insurance
+ A great 401(k) with match
+ Tuition assistance, paid parental leave and backup family care.
+ Dynamic, modern work environments that promote collaboration and creativity.
+ Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
+ Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability, and advocate for diversity & inclusion in all that we do.
**Primary Location:**
Regional Group Sales - Bridgewater SGS
**Other Locations:**
Regional Group Sales - Bethlehem SGS
**Job:**
Sales
**Schedule:**
Full time
**Equal Employment Opportunity:**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
Do you have a passion for building strong and lasting relationships with customers? Are you a team player who is adept at collaborating across internal and external teams? Is a culture where "We Do the Right Thing," "We Believe People Count," "We Courageously Shape our Future Together," and "We Go Above and Beyond for the People We Serve" important to you? If so, Guardian is seeking a New Business Coordinator to join our Group Benefits Small Market team.
Reporting to the Manager, Client Management, Small Market, the New Business Coordinator is accountable for coordinating the implementation of a new business case from notification of sale through final implementation.
**You Will:**
+ Communicate to Rating the sale of a case and ensuring that the Case Profile is sent to the broker timely.
+ Follow up with the broker to ensure that the completed Case Profile is received and verify/provide any missing Ready for Onboarding (RFO) standards. The New Business Coordinator is also available to assist a broker/planholder with the completion of Case Profile.
+ Confirm to whom commissions are to be paid and ensure proper licensing and appointment guidelines are met.
+ Coordinate with Onboarding to verify information and review the list of missing information in an effort to verify/provide information that is already in house. Coordinate between the Sales Consultant and Rating on any plan changes that have an impact on rate.
+ Follow up on missing eligibility to ensure timely receipt of information. Work with Sales Consultant and Underwriting to resolve an eligibility and/or participation issues.
+ Utilize Salesforce to provide status updates during the implementation process.
+ Understanding the Onboarding and Case Installation processes, workflows and technical requirements needed to install a new business case.
+ Answering questions, troubleshooting and resolving issues during the implementation process.
**You Have:**
+ College degree or equivalent work experience preferred
+ Two years of insurance industry experience or equivalent, preferably in a service-related function.
+ Customer-focused mindset and ability to collaborates with others
+ Excellent written and verbal communication skills
+ Ability to facilitate discussions among Sales, Rating, Onboarding, Underwriting and Case Install and any other internal department.
+ Ability to handle and manage multiple cases effectively and work under pressure to meet deadlines
+ Ability to be resilient and adapt to change
+ Ability to work independently as well as part of a team
+ Attention to detail with strong organization and time management skills
**Location Requirements:**
The primary location for this position is in Bethlehem PA with an "on campus" work arrangement.
\#GuardianSales
**Our Promise:**
At Guardian, you'll have the support and flexibility to achieve your professional and personal goals. Through skill-building, leadership development and philanthropic opportunities, we provide opportunities to build communities and grow your career, surrounded by diverse colleagues with high ethical standards.
**We Offer:**
+ Meaningful and challenging work opportunities to accelerate technology and innovation in a secure and compliant way.
+ Competitive compensation
+ Excellent medical, dental, supplemental health, life and vision coverage for you and your dependents with no wait period
+ Life and disability insurance
+ A great 401(k) with match
+ Tuition assistance, paid parental leave and backup family care.
+ Dynamic, modern work environments that promote collaboration and creativity.
+ Flexible time off, dress code, and work location policies to balance your work and life in the ways that suit you best.
+ Social responsibility in all aspects of our work. We volunteer within our local communities, create educational alliances with colleges, drive a variety of initiatives in sustainability, and advocate for diversity & inclusion in all that we do.
**Primary Location:**
Regional Group Sales - Bridgewater SGS
**Other Locations:**
Regional Group Sales - Bethlehem SGS
**Job:**
Sales
**Schedule:**
Full time
**Equal Employment Opportunity:**
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
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Updated March 14, 2024
Updated March 14, 2024