Client Experience Coordinator

Role Overview

The Client Experience Coordinator serves as the primary liaison between the client and the company throughout the new business and underwriting process. This role is responsible for providing quality updates to the client, answering client questions, and ensuring a clear understanding of each step. The coordinator independently manages cases, resolves vendor issues that may arise, and will collaborate with the client to gather outstanding requirements efficiently to avoid delays.

What You Will Do

Proactively follow up and provide communication to support client/advisor satisfaction and understanding; ensure the client understands each step in the process while providing superior service support direct to the client. Manage daily workload with emphasis on time management and quality standards. Review and assess requirements, as needed.

Why It Might Be a Fit

A strong knowledge of the life insurance process, excellent communication skills – both written and verbal -, and a commitment to superior customer service are essential. The Client Experience Coordinator requires professionalism, a service-oriented mindset, and the ability to work collaboratively with internal teams to support the overall success of the account.

Requirements

• Knowledge of the life insurance process (permanent and term products)
• Working knowledge of desktop applications such as Outlook, Word, and Excel
• Knowledge of Smart Office and Salesforce.com a plus
• Critical thinking skills with the ability to identify and troubleshoot problems
• Excellent verbal and written communication skills
• Excellent interpersonal and relationship building skills to interact with internal and external clients
• Discretion while managing confidential matters (e.g., medical records)
• Ability to work independently in a fast-paced, multi-faceted environment
• Knowledge of HIPAA rules and regulations

Benefits

• PTO
• medical
• dental
• vision
• retirement savings
• disability insurance
• life insurance