Insurance Admin & Client Services Coordinator

Adam Personnel; New York (NY); On-site; USD 40,000 - 65,000; Full time

Job summary

Our client is a financial services firm seeking an Administrative Coordinator with a focus on client service and insurance processing. The role supports Financial Representatives and clients, handling policy applications, documentation, and ongoing administrative tasks.

The candidate should be highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. This on-site position requires NY licensing or the ability to obtain one within 6 months.

Qualifications

• Previous administrative and customer service experience, preferably within financial services, insurance, or a related professional services environment.
• New York State Life & Health Insurance License or the ability to obtain one within 6 months.
• Knowledge of insurance products and processes is a plus.
• Basic to intermediate computer skills with the ability to learn new systems.
• Strong organizational skills and the ability to manage multiple tasks and priorities.
• Excellent verbal and written communication skills.
• Ability to handle confidential client information responsibly.
• Ability to work independently, solve problems, and exercise sound judgment.
• Professional and customer-focused with the ability to work effectively with clients, colleagues, and business partners at all levels.

Responsibilities

• Provide administrative and customer service support to Financial Representatives and clients.
• Assist clients with routine insurance policy service requests and policy changes.
• Prepare and submit electronic insurance applications and coordinate medical exams as needed.
• Maintain electronic client records and organize insurance documents.
• Track pending cases and client service requests to ensure timely completion.

Education

Life & Health Insurance License

Job description

Our client is a financial services firm seeking an Administrative Coordinator with a focus on client service and insurance processing. The role supports Financial Representatives and clients, handling policy applications, documentation, and ongoing administrative tasks.

The candidate should be highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment. This on-site position requires NY licensing or the ability to obtain one within 6 months.