Life Insurance Portfolio Services Specialist

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

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