New Policy Coordinator processes incoming applications for new and renewing policies to include changes/updates according to company guidelines for group health, dental and/or life policies. Responsibilities include reviewing and screening requests, calculating new premiums, issuing new policies and associated documentation. Being a New Policy Coordinator serves assigned accounts by responding to inquiries and resolving issues of concern. Requires an associate degree or its equivalent. Additionally, New Policy Coordinator typically reports to a supervisor or manager. The New Policy Coordinator possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. May require 0-1 year of general work experience. (Copyright 2025 Salary.com)
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following.
Other duties may be assigned.
Support Sales and Marketing in the achievement of company goals Work with Customers to coordinate packaging design and type Help to develop and manage timelines for customer project Provide Sales support for Keeping projects on customer timelines Coordinate aspects of the customer onboarding process to include documentation & artwork Develop and maintain customer and prospect customer (CRM & Internal Files) files Compile information and spreadsheets as required Compile information and create spreadsheets as required Communicate verbally and in writing between customers, suppliers, vendor, and internal team.
Visitors and relevant departments within the company.
Assist in the management of commercial product requirements.
Provide and Prepare any information needed by Commercial customers Prepare RD Sample request forms for new product samples to be made Prepare RD Shipment forms for samples to be shipped to customers Spec new packaging materials for customers Attend R / D cuttings of commercial products Host commercial customers during plant visits Familiarity with CRM for customer management (Salesforce, QuickBase).
Adept with MS Office Suite.
Customer Service Ensure all customer requirements are met throughout the Customer onboarding process.
Last updated : 2024-11-26
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