Insurance Inforce Case Coordinator
Core
Support select MGA, National Account Back offices and Elite Advisors by managing inforce insurance inquiries and facilitating distributor requests across Individual Insurance product lines.
Role type
Inforce Case Coordinator (Customer Service)
Builds
End-to-end service experience for distributors and internal back-office teams
Domain
Insurance (Individual Life Insurance)
Deliverable
client delivery
Required skills
Customer service, case management, relationship management, communication, collaboration, problem resolution, time management, process improvement, risk assessment
Preferred skills
Insurance product knowledge, influence and persuasion, solution-focused decision making, organizational skills
Responsibilities
Acknowledge and respond to inforce insurance inquiries via email and phone; prioritize and handle distributor requests; educate distributors on tools and self-serve opportunities; collaborate with internal teams to resolve complex cases; identify process enhancements and reduce waste; assess business, compliance, and reputation risks
Seniority
Individual Contributor, mid-level (2+ years experience)