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  • Job Title
  • New Business Accounting Coordinator
  • Location
  • Aliso Viejo
  • Job Number
  • 109409
  • State
  • California
  • Job Class
  • Contract/Temp
  • Category
  • Human Resources
Job Description

New Business Accounting Coordinator (C)

Temp to possible hire

Aliso Viejo


Come work for a stable company that provides life insurance products,individual annuities,and mutual funds,and offers a variety of investment products and services to individuals,businesses,and pension plans.New business accounting coordinator will perform a variety of new business accounting and administrative tasks to process the placement of individual Life Insurance Contracts. 
Responsibilities include:

  • Reviewing and processing all policy delivery requirements to ensure necessary premium and properly completed paperwork is received
  • Applying and depositing premium
  • Following up with the field for new business policy delivery requirements
  • Processing not takens, free looks, and declines
  • Performing these tasks requires the use of administrative and process workflow software applications as well as effective written and verbal communication with field personnel to expedite the policy placement process.


  • Position requires a high school diploma or equivalent
  • Minimum 2 years of office experience
  • Strong written and verbal communication skills to communicate with and request information from the field
  • Good organizational and multi-tasking skills
  • Basic math reasoning and accounting skills
  • Good analytical/decision making skills
  • Some customer service background
  • Must be motivated and have ability to take initiative and be accountable
  • Must be able to work in a team-oriented environment

  • Understanding of life insurance concepts and products is preferred

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