Job Summary:
We are seeking a highly motivated and detail-oriented Insurance Client Services Coordinator to join our team. The Client Services Coordinator will be responsible for managing life and disability insurance applications through their life cycle, providing exceptional customer service, and ensuring client satisfaction. This role requires strong communication skills, a solid understanding of Life and Disability.

Responsibilities:

• Prepare applications for insurance clients
• Manage general client service requests
• Ordering client medical requirements
• Liaison between Advisors, client and Home Office Underwriting
• Documenting activity in firm CRM system
• Collaborate with internal teams to develop strategies for client retention and growth
• Provide ongoing support to clients, addressing any inquiries or issues in a timely manner
• Utilize customer relationship management (CRM) software to track client interactions and maintain accurate records

Qualifications:
- Bachelor's degree in business or a related field preferred
- Proven experience in account management, or customer service
- Strong project management skills with the ability to prioritize tasks and meet deadlines
- Knowledge of financial services industry
- Excellent communication skills, both verbal and written
- Experience with Client Management System platforms is a plus

We offer competitive compensation packages and opportunities for career growth within our organization. If you are a motivated individual with a passion for delivering exceptional client service, we would love to hear from you.

Qualified candidates should submit a cover letter and resume to the email address provided. Competitive compensation provided commensurate with relevant prior work experience and qualifications. We will train the proper candidate. Comprehensive benefits package provided.

Equal Opportunity and Affirmative Action Employer

Job Type: Full-time

Pay: $25.00 - $31.25 per hour

Expected hours: 40 per week

Benefits:

• 401(k) matching
• Dental insurance
• Employee discount
• Flexible spending account
• Happy hour
• Health insurance
• Life insurance
• Paid time off
• Vision insurance
• Work from home

Schedule:

• Monday to Friday

Ability to Commute:

• Boston, MA (Preferred)

Ability to Relocate:

• Boston, MA: Relocate before starting work (Required)

Work Location: In person