Service Coordinator

4 days ago

Fort Washington, PA, United States FirstPRO Full time

Coordinator, Portfolio Services, Fort Washington, PA (Hybrid), $60,000 + 7.5% Bonus - Full-Time

Join a collaborative organization known for its supportive culture, strong work-life balance, and innovative approach to the insurance industry.

Coordinator, Portfolio Services - Responsibilities

  • Serve as a key point of contact for policy owners and life insurance companies.
  • Conduct analysis of insurance portfolios and purchased policies to ensure accurate post-sale processing.
  • Support ongoing servicing of life insurance policies sold in the secondary market.
  • Collaborate with team members to optimize policy valuations and maintain accurate records.
  • Communicate effectively with internal and external stakeholders to resolve inquiries and ensure smooth operations.
  • Participate in process improvements and contribute to team initiatives.

Coordinator, Portfolio Services - Requirements

  • Bachelor's degree or paralegal certificate preferred.
  • Strong attention to detail and excellent organizational skills.
  • Proficiency in Microsoft Word and Outlook; basic knowledge of Excel required.
  • Ability to communicate clearly and collaborate effectively in a team environment.
  • Comfortable working in a fast-paced, client-facing role with frequent phone interactions.

Schedule:

Onsite for the first 90 days, then hybrid with four days in-office per week. Typical schedule: 8:30 AM - 5:30 PM.

Perks:

  • Competitive salary with bonus opportunities.
  • Comprehensive health, dental, vision, and prescription coverage.
  • 401(k) matching and generous paid time off.
  • Training, mentoring, and career development programs.
  • Company-sponsored events and a collaborative, fun culture.

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