Life Insurance Policy Coordinator (US Clients/Carriers)

Responsibilities

• Aid in the submission of life insurance applications.
• Follow up on pending underwriting requirements.
• Call life insurance companies for policy updates and requirement details.
• Communicate with clients regarding outstanding requirements.
• Support agents during both pre-sale and post-sale processes.
• Maintain professional client communication and relationships.
• Update CRM systems and client records accurately.
• Schedule quarterly, semi-annual, and annual policy review appointments.
• Cook with agents to ensure policies are issued and paid efficiently.

Qualifications

• 2 – 5+ years of experience as a policy coordinator or similar role.
• Strong written and verbal English communication skills.
• Highly organized and detail-oriented.
• Able to multitask and manage follow-ups effectively.
• Takes initiative, assertive, and solves problems independently.
• Customer service or administrative experience preferred.
• Life insurance industry experience in the US is preferred.
• Experience working with US-based insurance agencies or companies is highly preferred.
• Experience using CRMs, Google workspace, or insurance platforms is a plus.
• A reliable computer, headset, and stable internet connection required.