Coordinator, Portfolio Services
CoventryUpper Dublin Township, Pennsylvania, United States
Posted September 23, 2025
Full Time
About the Company
Coventry is the leader in the life settlement market, delivering over $6 billion to policyowners.
Job Description
Coventry invests in insurance-based assets and is seeking a Coordinator, Portfolio Services to assist with the ongoing servicing of life insurance policies. The role involves communicating with life insurance carriers, reviewing policy performance, and maintaining working relationships with 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
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
