New Business and Contracting Coordinator

We are seeking a New Business and Contracting Coordinator to support our growing operation.

This position is located in Long Beach, California. Remote work is not available.

Salary: Starting at $67,000 a year + bonuses/benefits

Position Summary:

- Processing licensing paperwork with insurance carriers for agents and agencies

- Providing overall agent support and assistance via phone calls and email

- Walking agents through the use of various internal systems including their online portal and utilization of self-service options.

- Following up with insurance carriers and agents as necessary to support new business

Skills and Qualifications:

- Insurance industry experience not mandatory but a plus

- 3+ years of prior customer service and/or administrative experience

- Computer literate and proficient in Microsoft Suite, Google Suite

- Strong telephonic and electronic communication skills and etiquette

- Detail-oriented and able to prioritize and handle multiple simultaneous assignments

- Additional proficiency in Korean a plus

All information submitted is subject to our Privacy Policy, available at synergyfinancialholdings.com/privacy

Synergy Financial Holdings Group, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, we will provide reasonable accommodations for qualified individuals with disabilities.

Updated: February 1, 2024