Fidelity Life/Efinancial

New Policy Coordinator

Job ID


Processes new insurance applications on behalf of Agents from application out through Underwriting decision; Provides assistance to the applicant in scheduling medical exams with our para-med vendors; manages the underwriting process as liaison between customer, insurance agents and insurance carriers to ensure all necessary documentation is obtained and that all applications are processed in a timely manner; provides customer service for new Policy Holders; resolves payment issues between Policy Holders and carriers to activate and keep policies inforce.


  • Communicate with applicants to assist them in the scheduling of their medical exams
  • Review new insurance applications received at the carrier for required information and documents
  • Proactively take necessary actions to move the application process forward including follow ups with customers, agents, vendors and insurance carriers to obtain required information, forms, signatures, policy criteria, etc., prior to submission to the insurance carrier
  • Guide applications through the underwriting process while ensuring they meet internal, underwriting, and appropriate regulatory rules and guidelines
  • Maintain detailed, compliant and accurate files
  • Prepare correspondence to insurance carriers and clients
  • Communicate application status to all interested parties (agents, carriers, sales, management)
  • Act as primary contact person to Customers during application and as a new Policy Holder
  • Provide stellar customer service to agents and Customers
  • Answer Customer questions regarding policy, coordinate basic policy change requests with carrier
  • Coordinate between Customer and carrier to resolve payment issues


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

  • Must have the ability to meet deadlines and perform multiple functions simultaneously
  • Professional communication skills
  • Excellent time management ability
  • Highly organized
  • Self-started with the ability to manage assigned work independently
  • Aptitude and learn new concepts and procedures
  • Ability to work flexible business hours


  • Associate's degree (A.A.) or equivalent from two year college or technical school; and two years related experience; or equivalent combination of education and experience.  Previous experience in case management, insurance, mortgage industry or related.


Computer Skills:

  • High level of knowledge and skill with web-based applications, MS Office Products and other software programs


Language Ability:

  • Ability to communicate effectively (verbally and written) with clients, team members and leadership
  • Ability to read and interpret documents such as rules, instructions and procedure manuals 
  • Ability to write routine reports and correspondence 
  • Ability to speak and write effectively with clients, team members and company leadership


Math Ability:

  • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages


Reasoning Ability:

  • Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists 
  • Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form



Efinancial is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. Efinancial is an At-Will Employer.


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