Policy Service Coordinator
Core
Provide administrative and operational support for servicing financial insurance policies, acting as a liaison between advisors, carriers, and internal teams to ensure accurate and timely policy transactions.
Role type
Policy Service Coordinator
Builds
Policy transactions, client correspondence, and compliant documentation for insurance carriers and internal partners.
Domain
Financial Services / Insurance Operations
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Policy administration, data management, regulatory compliance, record keeping, stakeholder coordination, error identification
Preferred skills
Life insurance sector experience, CRM and policy administration systems proficiency
Technologies
MS Office (Word, Excel, Outlook), CRM systems, carrier portals
Responsibilities
Process policy change submissions (inquiries, reinstatements, cancellations, conversions), prepare and submit policy documentation to carriers, maintain accurate client and policy records, coordinate client correspondence, liaise with carriers and underwriters to resolve servicing issues, support internal audits and quality reviews
Seniority
Junior to Mid-level, hands-on operational support