Policy Update Coordinator

12 hours ago


Ardmore Park, Pennsylvania, United States PearsonRavitz Full time
Policy Update Coordinator

At PearsonRavitz, we are seeking a highly organized and detail-oriented Policy Update Coordinator to join our Policy Update Department. As a key member of our team, you will play a critical role in streamlining the policy update process and ensuring seamless communication with clients.

Responsibilities:
  • Communicate with clients regarding policy update opportunities and ensure timely follow-up on unresponsive clients.
  • Manage high volumes of client communications via email and phone, providing professional and timely responses to inquiries.
  • Track and document client interactions and updates in CRM systems, ensuring accuracy and completeness of records.
  • Maintain and manage systems and processes for tracking policy update opportunities, ensuring prompt action on client updates.
  • Provide ongoing support to the Policy Update Advisor, ensuring daily tasks in Salesforce are completed and aligned with client needs.
  • Assess and analyze client income documentation and other relevant information to ensure accuracy in policy updates.
  • Identify and escalate complex issues to the appropriate teams, maintaining clear communication with clients.
  • Frequently collaborate with internal departments to troubleshoot and resolve issues, ensuring seamless workflow and communication.
  • Provide regular updates to the Policy Update Advisor on workload, client status, and progress in the policy update process.
  • Ensure compliance with HIPAA guidelines, maintaining confidentiality and security of client records.
  • Participate in weekly team meetings, offering insights into client challenges and recommending process improvements.
Qualifications:
  • 3+ years of experience in client services, account management, or customer success roles, with a proven ability to manage client communications and deliver high-quality service.
  • Proficiency with CRM systems (Salesforce preferred) and business applications (G-Suite, Excel), with the ability to manage client data and track performance.
  • Strong analytical and organizational skills, with experience in managing multiple tasks and making data-driven decisions.
  • Proficiency in handling client communications via phone and email, with excellent writing skills to simplify complex concepts.
  • Technologically adept, with the ability to quickly learn and adapt to new software and tools.
  • Detail-oriented, with the ability to independently manage tasks while collaborating effectively with a team.
  • Strong interpersonal skills, fostering positive client relationships and internal teamwork.


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