Life Insurance New Business Processor

Job Description

Job Description

Clearpath FInancial

Are you detail-oriented, organized, and passionate about helping people secure their financial future? Our Horsham-based financial advisory firm is looking for a Life Insurance New Business Processor to join our dynamic, growth-oriented team.

We pride ourselves on fostering a positive, collaborative culture where team members are valued, supported, and encouraged to grow. If you enjoy working in a fast-paced environment and want to be part of a company that makes a difference, we’d love to meet you.

What You’ll Do

• Process and track life insurance applications from submission to policy issue.
• Communicate with carriers, advisors, and underwriting teams to ensure timely and accurate case management and processing.
• Maintain consistent client follow-up via phone and email to guide them through the application process and address outstanding items.
• Review applications for completeness and accuracy.
• Maintain detailed records and follow established processes to ensure compliance.
• Work closely with our advisory team to deliver exceptional client service.

What We’re Looking For

Work Environment

What We Offer

If you’re ready to take the next step in your career and join a team that values both excellence and collaboration, we want to hear from you!