New Business Analyst - West Hartford, CT Job at Baystate Financial
Job Summary
Baystate Financial seeks a New Business Coordinator in their East Providence, RI office. This will be a full-time position. Those hours will fall during normal business hours of 8:00 am to 5:00 pm, Monday through Friday.
Qualifications include superior verbal and written communication skills, attention to detail, a professional phone presence, strong organizational skills, and an ability to learn and adapt to new software and processes quickly. Familiarity with Microsoft Office and Client Relationship Management (CRM) applications is necessary.
A background in Financial Services is preferred.
The duties of this role include supporting the New Business team, including application processing, check processing, communication with clients, submission and tracking of all new business cases for management, training associates on Advisor360, maintaining an accurate CRM system, and general administrative support.
We offer a competitive hourly rate with bonus potential commensurate with relevant prior work experience, qualifications, as well as successfully completing insurance or regulatory exams.
In addition, we offer a comprehensive benefit package which includes medical, dental, vision, STD/LTD, 401K, Life Insurance, dependent life coverage, allotted Personal Time Off and Sick time.
Qualified candidates should submit a cover letter and resume to the email address provided.
Equal Opportunity and Affirmative Action Employer
Baystate Financial will never ask job candidates to pay any kind of fee, make cash or check advancements, cash checks or make an investment in any product or service or provide information such as credit card numbers or banking PIN numbers as part of our hiring process.
If you are contacted by anyone asking for information outlined above it is likely fraudulent. If you have any concerns about the veracity of a request, please contact us directly to verify its legitimacy.
Job Type: Full-time
Pay: $45,000.00 - $50,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to commute/relocate:
- West Hartford, CT 06107: Reliably commute or planning to relocate before starting work (Required)
Education:
- Associate (Preferred)
Experience:
- Microsoft Office: 2 years (Preferred)
- CRM software: 2 years (Preferred)
Work Location: One location
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