New Business Coordinator resume example with 4+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105

Accomplished insurance care coordinator looking to advance in career and apply strong management, organization, and relational skills in an administrative position with a growing company.

  • Client relations expert
  • Self-motivated
  • Excellent communication skills
  • Electronic Medical Record (EMR) software
  • HIPAA compliance
  • Conflict resolution proficiency
  • Strong problem solving ability
  • Strong organizational skills
  • Microsoft Office
  • Extensive anatomy/physiology knowledge
Education and Training
University of the Cumberlands , Expected in December, 2017 Bachelor of Science : Human Services - GPA :

Human Services 3. 74 Dean's list, Honors

Mountain State University , Expected in August, 2012 Associate of Arts : General Studies - GPA : General Studies 3.49
Work Experience
Jefferies Financial Group Inc. - New Business Coordinator
Stamford, CT, 10/2007 - 02/2010
  • Answer questions in relation to all aspects of Pacific Life Insurance products. Process all incoming and outgoing new business applications. Collect, verify and track policies. Review loan documents for inaccuracies. Interview producer of support by telephone and in person. Explain approvals/denials to producer and or policyholders. Perform weekly/monthly/quarterly and yearly reports.
Alliant - New Business Associate
Alpharetta, GA, 08/2005 - 06/2007
  • First point of contact for problem resolution for the general agencies. Act as a liaison between the general agencies and the underwriters. Process, prepare, and submit applications for coverage to insurance carriers. Process and record insurance policies claims. Organize and maintain files for policyholders, including policies that are to be reinstated or canceled. Review, verify and modify data, such as age, name, address, and principal sum and value of insurance applications. 

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Resume Overview

School Attended

  • University of the Cumberlands
  • Mountain State University

Job Titles Held:

  • New Business Coordinator
  • New Business Associate


  • Bachelor of Science
  • Associate of Arts

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