Coordinator, Portfolio Services
Medical Practice · Fort Washington, PA · 9 mo ago
OTHR$6/hrFull-time
About the role
The Coordinator, Portfolio Services, assists with the ongoing servicing of life insurance policies that are sold in the secondary market. As a Coordinator, you will act as a liaison between the policyowners and life insurance companies. You will be responsible for reviewing policies and maintaining working relationships with carriers and clients.
Requirements
- Communicate with life insurance carriers to obtain policy information.
- Ensure correct changes are implemented after policy sale.
- Periodic review of life insurance policy performance to verify optimized valuation.
- Review and process key carrier written communication.
THE IDEAL CANDIDATE WILL HAVE
- A Bachelor’s degree required.
- Strong attention to detail.
- Exceptional written and verbal communication skills.
- Ro robust analytical and problem-solving skills.
Benefits
- A competitive salary commensurate with experience.
- Student loan repayment program.
- Health, Dental, Rx and Vision coverage.
- 401(k) match.
- Generous paid time off.
- Training and mentoring programs.
- Company-sponsored events throughout the year.
- Opportunities to earn bonuses and other perks.