Job Details

A company is looking for a Client Experience Coordinator to serve as the primary liaison between clients and the company during the new business and underwriting process.Key ResponsibilitiesProvide proactive communication and support to ensure client satisfaction and understanding of the processManage daily workload, review requirements, and resolve complex customer service inquiries in a timely mannerCollaborate with internal teams and the Senior Case Manager to enhance the client experience and identify cases needing special handlingRequired QualificationsStrong knowledge of the life insurance process, including permanent and term productsExperience with desktop applications such as Outlook, Word, and Excel; familiarity with Smart Office and Salesforce.com is a plusAbility to work independently in a fast-paced environment while focusing on critical deliverablesKnowledge of HIPAA rules and regulationsExperience in customer service with a focus on resolving complex issues and inquiries