Client Relations & Insurance Coordinator Remote · Full-time
This role keeps our cases moving and our clients informed. Here's what the work looks like day to day.
Case management
Submit applications and track each case from submission to policy delivery
Order and chase underwriting requirements: exams, records, questionnaires
Follow up with carriers until every open item is closed
Handle in-force service: changes, beneficiary updates, and policy reviews prep
Keep case status current so the team always knows where things stand
Client communication
Tell clients what's next, what's needed from them, and when to expect it
Follow up on outstanding paperwork before it becomes a delay
Schedule meetings and send prep and follow-up notes
Answer service questions and route anything advisory to the right advisor
Internal coordination
Manage calendars and meeting prep for our advisors
Turn meeting outcomes into assigned tasks with owners and dates
Flag stalled cases early and bring them to the team with a next step
Who tends to do well here
Organized, detail-driven, and steady when the volume climbs
Clear, warm communicator in writing and on the phone
Comfortable owning a process start to finish
Life & health license preferred, not required
We're a boutique firm built on stewardship over sales. Small team, real ownership, room to grow.
If this sounds like you, or someone you know, send me a message or DM here on LinkedIn.