Client Success Coordinator — Life Insurance

AmeriLife; California (MO); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Comprehensive benefits package

PTO

Medical, dental, vision insurance

Retirement savings

Disability insurance

Life insurance

Job summary

AmeriLife is seeking a Client Experience Coordinator based in California, MO. This role focuses on serving as the primary liaison between clients and the company during the new business and underwriting process. Key responsibilities include managing client inquiries, providing updates, and resolving issues. Ideal candidates should possess strong communication skills, knowledge of the life insurance process, and the ability to provide superior customer service. A comprehensive benefits package, including medical and retirement options, is offered.

Qualifications

• Proven experience in the life insurance process, both permanent and term products.
• Strong critical thinking and problem-solving skills.
• Ability to maintain confidentiality in handling sensitive matters.

Responsibilities

• Serve as the primary liaison between clients and the company throughout the underwriting process.
• Manage daily workload while ensuring quality and time management standards.
• Resolve complex customer service inquiries and ensure high levels of satisfaction.

Skills

Knowledge of life insurance process

Excellent communication skills

Critical thinking skills

Interpersonal skills

Tools

Outlook

Word

Excel

Smart Office

Salesforce.com

Job description

AmeriLife is seeking a Client Experience Coordinator based in California, MO. This role focuses on serving as the primary liaison between clients and the company during the new business and underwriting process. Key responsibilities include managing client inquiries, providing updates, and resolving issues. Ideal candidates should possess strong communication skills, knowledge of the life insurance process, and the ability to provide superior customer service. A comprehensive benefits package, including medical and retirement options, is offered.