The Administrative Coordinator supports the ongoing servicing of life insurance policies that have been sold in the secondary market. In this role, you will act as a liaison between policyowners and life insurance companies, ensuring the accurate review, maintenance, and performance monitoring of life insurance portfolios.
Key Responsibilities:
- Communicate with life insurance carriers to obtain and verify policy information.
- Ensure all required policy changes are implemented accurately after policy sales.
- Conduct periodic reviews of policy performance to confirm optimized valuation.
- Review, process, and maintain documentation and written correspondence from carriers.
- Foster strong working relationships with carriers, clients, and internal stakeholders to support seamless operations.
Qualifications:
- Strong attention to detail and organizational skills.
- Exceptional written and verbal communication abilities.
- Strong analytical and problem-solving skills.
- Ability to manage multiple priorities and deadlines in a fast-paced environment.