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Policy Update Coordinator
Location:
Ardmore, PA
Description:
The Policy Update Department analyzes our current client base policies and executes policy updates where appropriate. We are looking to add a Policy Update Coordinator to this critical department. The Coordinator will assist the Policy Update Advisor in various administrative tasks to streamline the update process. If you are organized, a strong communicator, willing to learn, and love working directly with clients, we think you’d make a great addition to our fantastic team. Please note – no insurance experience is needed for this role. We are happy to teach you the ins and outs of the industry. What we ask for in return is a willingness to dive in, a deep desire to learn, particular attention to detail, incredible communication skills, and a go-getter attitude. Compensation: • $55,000 - $60,000• Benefits include health, dental, vision, life insurance, long-term disability• 401k program• Open to Hybrid Work (Remote/In Person - Must be local to the area still) Responsibilities:• Communicate with clients regularly about policy update opportunities and ensure all follow-up is completed for unresponsive clients.• Manage high volumes of inbound and outbound client communications via email and phone, ensuring timely and professional responses to all inquiries.• Track and document all client interactions and updates in CRM systems (Salesforce), ensuring accuracy and completeness of records for efficient follow-up and reporting.• Maintain and manage systems and processes for tracking policy update opportunities, ensuring all client updates are captured and acted upon promptly.• Provide ongoing support to the Policy Update Advisor, ensuring all daily tasks in Salesforce are completed, documented, and aligned with client needs.• Assess and analyze income documentation and other relevant client information to ensure accuracy in policy updates.• Identify and escalate complex issues to the appropriate teams for prompt resolution while maintaining clear and proactive communication with clients.• Frequently collaborate with internal departments to troubleshoot and resolve issues, ensuring seamless workflow and communication.• Provide regular updates to the Policy Update Advisor on workload, client status, and progress in the policy update process.• Ensure compliance with HIPAA guidelines, maintaining confidentiality and security of all personal client records.• Participate in weekly team meetings, offering insights into client challenges, successes, and recommending improvements to enhance processes.• Proactively monitor personal performance and suggest process improvements to contribute to the overall efficiency of PearsonRavitz’s workflows. Qualifications:• 3+ years of experience in client services, account management, or customer success roles, with a proven ability to manage client communications and deliver high-quality service. • Proficiency with CRM systems (Salesforce preferred) and business applications (G-Suite, Excel), with the ability to manage client data and track performance.• Bachelor’s degree preferred.• Strong analytical and organizational skills, with experience in managing multiple tasks and making data-driven decisions.• Proficiency in handling client communications via phone and email, with excellent writing skills to simplify complex concepts.• Technologically adept, with the ability to quickly learn and adapt to new software and tools.• Detail-oriented, with the ability to independently manage tasks while also collaborating effectively with a team.• Strong interpersonal skills, fostering positive client relationships and internal teamwork. Compensation: $55,000 - $60,000 yearly About Company: At PearsonRavitz, our core values are the foundation of everything we do: Ownership, Transparency, Empathy, and Respect. Ownership: We expect each team member to demonstrate accountability and pride in their work.Transparency: Open and honest communication is crucial to our success. We believe in sharing information freely, keeping everyone informed, and fostering an environment where questions and feedback are encouraged.Empathy: Understanding and valuing each other’s perspectives is at the heart of our team dynamics.Respect: We treat everyone with the utmost respect, recognizing each individual's unique contributions and value to our team.
Company:
Pearsonravitz
Posted:
September 14 on WizeHire
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More About this Listing: Policy Update Coordinator
Policy Update Coordinator is a Real estate Policy Update Coordinator Job at Pearsonravitz located in Ardmore PA. Find other listings like Policy Update Coordinator by searching Oodle for Real estate Policy Update Coordinator Jobs.
Policy Update Coordinator is a Real estate Policy Update Coordinator Job at Pearsonravitz located in Ardmore PA. Find other listings like Policy Update Coordinator by searching Oodle for Real estate Policy Update Coordinator Jobs.