Client Services Coordinator - Insurance

Client Services Coordinator

We are looking for a skilled Client Services Coordinator to join our team on a contract basis in San Antonio, Texas. This position supports an individual life and disability insurance agent by handling administrative duties, facilitating client interactions, and ensuring accurate recordkeeping. The ideal candidate will bring excellent organizational skills, strong attention to detail, and familiarity with insurance processes to excel in this role.

Responsibilities:

• Manage calendars, organize appointments, and schedule meetings to ensure efficient time management.
• Draft and prepare client correspondence, policy documents, and presentation materials.
• Maintain well-organized electronic and physical files for client and policy records.
• Address client inquiries regarding life and disability insurance policies, providing timely and thorough responses.
• Assist clients with applications, claims, policy changes, and follow-ups to ensure a seamless experience.
• Process new business applications, track their progress, and liaise with carriers to guarantee timely issuance.
• Verify the accuracy of client data and documentation, ensuring everything meets compliance standards.
• Create reports, proposals, and insurance illustrations to support the agent's activities.
• Stay updated on current insurance products, underwriting requirements, and compliance regulations.
• Ensure all documentation adheres to regulatory requirements and maintain confidentiality of sensitive information.

Requirements:

• High school diploma required; associate or bachelor's degree is preferred.
• Minimum of 2 years of administrative experience, with a preference for experience in the insurance sector.
• Familiarity with life and disability insurance terminology and processes.
• Proficiency in Microsoft Office tools, including Excel (VLOOKUP), Word, and PowerPoint.
• Strong organizational and multitasking capabilities, with excellent time management skills.
• Exceptional written and verbal communication skills.
• Ability to work independently and maintain discretion while handling sensitive information.
• Licensed in Life & Health Insurance or willingness to obtain the license.