Intake Project Coordinator

Talentoma; New York (NY); Remote; USD 10,000 - 12,000; Full time

Job summary

Talentoma is seeking a remote contract coordinator based in New York to take policyholder coverage-change requests from intake through assignment and handoff to the service team. The role coordinates incoming work across agencies, carrier contacts, and operations while staying fully remote.

Responsibilities include logging changes, reviewing submissions, creating task timelines, and sending status updates. The position emphasizes clear communication, trackers maintenance, and cross-functional

Qualifications

• Familiarity with intake queues, task trackers, or ticketing tools gained through school or work.
• Ability to learn policy numbers, coverage terms, and endorsement requests.
• Comfort coordinating priorities across open requests in a remote setting.
• Clear written updates for agencies, carrier contacts, and service partners.
• Working knowledge of spreadsheets and shared-document tools.
• Reliable follow-through when verifying request details and recording next steps.
• Fully remote work supporting New York operations.
• Defined intake workflows and documented service procedures.
• Exposure to policy-service coordination and cross-functional project routines.

Responsibilities

• Log policy changes, endorsements, renewals, and agency requests in the intake queue.
• Review submissions for forms, policy numbers, and documents before routing.
• Create task timelines, assign owners, and monitor workspace milestones.
• Send status updates and flag missing information or delayed responses.
• Maintain trackers, handoff notes, and completion records for service requests.

Skills

Intake queues

Policy numbers

Remote coordination

Written updates

Spreadsheets

Follow-through

Remote work

Cross-functional coordination

Job description

Monthly Pay: $10,300 - $11,500 USD per month

Summary:

Take a policyholder coverage-change request from intake through assignment, status tracking, and documented handoff to the service team. This fully remote, New York-based contract role coordinates incoming work across agencies, carrier contacts, and operations.

Job Responsibilities:

• Log policy changes, endorsements, renewals, and agency requests in the intake queue.
• Review submissions for forms, policy numbers, and documents before routing.
• Create task timelines, assign owners, and monitor workspace milestones.
• Send status updates and flag missing information or delayed responses.
• Maintain trackers, handoff notes, and completion records for service requests.

Qualifications:

• Familiarity with intake queues, task trackers, or ticketing tools gained through school or work.
• Ability to learn policy numbers, coverage terms, and endorsement requests.
• Comfort coordinating priorities across open requests in a remote setting.
• Clear written updates for agencies, carrier contacts, and service partners.
• Working knowledge of spreadsheets and shared-document tools.
• Reliable follow-through when verifying request details and recording next steps.
• Fully remote work supporting New York operations.
• Defined intake workflows and documented service procedures.
• Exposure to policy-service coordination and cross-functional project routines.