Coordinator, Portfolio Services

Coventry; Fort Washington (Montgomery County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

Rx coverage

401(k) match

Paid time off

Student loan repayment

Training and mentoring

Company events

Bonuses

Job summary

Coventry, the leader in life settlement markets, seeks a Coordinator, Portfolio Services to support ongoing servicing of life insurance policies sold in the secondary market. You will act as a liaison between policyowners, carriers, and clients, reviewing policies and maintaining relationships.

The ideal candidate will hold a Bachelor's degree, demonstrate strong written and verbal communication, meticulous attention to detail, and solid analytical and problem-solving skills to optimize policy

Qualifications

• Bachelor's degree required.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Analytical and problem-solving abilities.

Responsibilities

• Review policies and maintain relationships with carriers and clients.
• Communicate with life insurance carriers to obtain policy information.
• Ensure correct changes are implemented after policy sale.
• Periodically review policy performance for optimized valuation.
• Review and process carrier communications.

Skills

Written communication

Verbal communication

Attention to detail

Analytical thinking

Problem-solving

Education

Bachelor's degree

Job description

As the leader and creator of the secondary market for life insurance, Coventry invests in insurance-based assets. For more than 20 years, we have been the life settlement market leader, driving the industry forward and expanding opportunities for life insurance policyowners. To date, we have delivered more than $6 billion to policyowners who no longer have a need for their policies.

The continued success of our company is the result of the hard work and dedication of our employees, and the continued pursuit of top candidates. We know that without the best team, we cannot be the best firm. Our organization is built on strong values designed to foster leadership and reward success. We’re proud of the fact that more than 80% of our management team were promoted from within, and we strive to provide an environment supportive of career progression.

About the role: The Coordinator, Portfolio Services, assists with the ongoing servicing of life insurance policies that are sold in the secondary market. As a Coordinator, you will act as a liaison between the policyowners and life insurance companies. You will be responsible for reviewing policies and maintaining working relationships with carriers and 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

THE IDEAL CANDIDATE WILL HAVE:

• Bachelor’s degree required
• Strong attention to detail
• Exceptional written and verbal communication skills
• Robust analytical and problem-solving skills

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

Coventry is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.