Client Experience Coordinator

Job Summary

A company is looking for a Client Experience Coordinator to serve as the primary liaison between the client and the company throughout the new business and underwriting process.

Key Responsibilities

• Proactively communicate with clients to ensure satisfaction and understanding of the process
• Manage daily workload, assess requirements, and resolve complex customer service inquiries
• Collaborate with internal teams and the Senior Case Manager to enhance the client experience

Required Qualifications

• Strong knowledge of the life insurance process, including permanent and term products
• Familiarity with desktop applications such as Outlook, Word, and Excel
• Experience with Smart Office and Salesforce.com is a plus
• Knowledge of HIPAA rules and regulations
• Ability to work independently in a fast-paced environment