Client Success Coordinator

The Client Success Coordinator plays a key role in supporting the sales advisor and client by ensuring a smooth and efficient insurance application and service process. This position serves as a liaison between the client and the advisor, coordinating necessary documentation, financial and underwriting case management, policy servicing, and ensuring a high level of customer satisfaction.

Key Responsibilities:

• Act as the primary point of contact between clients and advisor, ensuring seamless communication.
• Assist clients in gathering and submitting required documents for insurance applications.
• Track and follow up on pending applications, ensuring timely processing and addressing any issues.
• Coordinate with client, agent and carriers to resolve application and underwriting discrepancies to expedite approvals.
• Provide ongoing policy service, including renewal notices, and billing inquiries.
• Address process questions and concerns, delivering exceptional customer service.
• Maintain and update client records in the agency management system.
• Identify opportunities to improve processes and enhance the client experience.

Qualifications & Skills:

• Previous experience in the life insurance industry. (i.e., sales, case management, underwriting)
• Strong organizational skills with the ability to multitask and prioritize effectively.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Detail-oriented with a problem-solving mindset.
• Proficiency in Microsoft Office and insurance-related CRM or agency management systems.

Ability to work independently while collaborating with a team.