Post Approval Coordinator

Tier4 Group; Franklin (WI); Hybrid; USD 21,000 - 30,000; Part time

Benefits offered by this job

Competitive Rates

Benefits

Free daily lunch

Job summary

Tier4 Group in Franklin, Wisconsin is seeking a Part-Time Post Approval Coordinator to join our hybrid team. The role supports the insurance and financial services workflow by handling document completion and electronic signatures, primarily via email with field partners and internal stakeholders.

This back-office position emphasizes accuracy, timely document review, and compliance, with a schedule of 25-30 hours per week, on-site Mon-Wed and remote Thu-Fri, starting ASAP through 10/12/2027.

Qualifications

• High school diploma required.
• 1-3 years of administrative, operations, or customer service experience.
• Strong written communication and professional email etiquette.
• Excellent organizational and multitasking skills.
• Proficiency with Microsoft Office and Windows-based applications.
• Comfortable learning and navigating multiple systems and workflows.

Responsibilities

• Review forms and documentation for accuracy, completeness, and compliance.
• Identify and resolve missing or incorrect information.
• Obtain required documents and supporting materials.
• Prepare eligible documents for electronic signature through DocuSign.
• Manage assigned cases and track outstanding requirements.
• Respond to status inquiries and explain established processes and procedures.
• Research issues and determine appropriate next steps.
• Maintain accurate records within multiple internal systems.
• Manage multiple priorities while meeting quality and service expectations.

Skills

Administrative experience

Operations experience

Customer service

Written communication

Time management

Multitasking

Analytical/problem solving

Attention to detail

Education

High school diploma

Tools

Microsoft Office

DocuSign

Windows-based applications

Job description

Title: Post Approval Coordinator (Part-Time, Hybrid)

Location: Franklin, WI

Type: Hybrid (3 days onsite per week)
Schedule: 25-30 hours per week, Monday-Friday
Hours: Approximately 9:00 AM-2:00 PM or 9:00 AM-3:00 PM
Work Arrangement: On-site Monday-Wednesday, Remote Thursday-Friday

Duration: ASAP - 10/12/2027

Perks: Competitive Rates, Benefits, free daily lunch when onsite

Job Description:

About the Team

This team supports insurance and financial services professionals by helping them navigate the document completion and electronic signature process. The goal is to ensure documentation is completed accurately and efficiently so policies can move through the post-approval process without delays.

Position Overview

The Post Approval Coordinator is responsible for obtaining, reviewing, and preparing documents required for policy processing and electronic signatures. This role works closely with field partners and internal stakeholders, primarily through email, to resolve documentation issues, answer questions, and ensure forms are complete and compliant.

This is a back-office position with no phone support responsibilities.

Key Responsibilities

• Review forms and documentation for accuracy, completeness, and compliance
• Identify and resolve missing or incorrect information
• Obtain required documents and supporting materials
• Prepare eligible documents for electronic signature through DocuSign
• Manage assigned cases and track outstanding requirements
• Respond to status inquiries and explain established processes and procedures
• Research issues and determine appropriate next steps
• Maintain accurate records within multiple internal systems
• Manage multiple priorities while meeting quality and service expectations

Qualifications

• High school diploma required
• 1-3 years of administrative, operations, customer service, or related experience
• Strong written communication and professional email etiquette
• Excellent organizational, time management, and multitasking skills
• Strong analytical and problem-solving abilities
• Proven ability to build rapport and provide excellent customer service
• Strong attention to detail and decision-making skills
• Proficiency with Microsoft Office and Windows-based applications
• Comfortable learning and navigating multiple systems and workflows

Tools Used

• Microsoft Outlook
• Microsoft Office Suite
• DocuSign
• Internal workflow and case management systems

Training

A comprehensive training program of approximately six weeks will be provided. Candidates must be available to consistently attend and participate throughout the training period.

Ideal Candidate: Someone who enjoys detail-oriented work, can effectively manage multiple requests in a fast-paced environment, and takes pride in providing excellent service while ensuring documentation is accurate and complete.