Policy Service Coordinator
Core
Provide administrative and operational support for financial insurance policy servicing, acting as a liaison between advisors, carriers, and internal teams to ensure accurate and timely processing of policy transactions.
Role type
Policy Service Coordinator
Builds
Policy transactions, client correspondence, and compliant documentation for financial insurance clients.
Domain
Financial services / Insurance
Required skills
Policy administration, data management, regulatory compliance, MS Office proficiency, written and verbal communication, time management
Preferred skills
Life insurance sector experience, CRM and policy administration systems experience
Responsibilities
Process policy change submissions (inquiries, reinstatements, cancellations, conversions), prepare and submit policy documentation to carriers, track policy status and follow up on pending requirements, serve as primary contact for advisor inquiries, maintain accurate client and policy records, liaise with carriers and underwriters to resolve issues, support internal audits and quality reviews.
Seniority
Entry to Mid-level, hands-on IC