Richardson Wealth Senior Coordinator Position

Role description

Enhance your career with Richardson Wealth as a Senior Case Coordinator, orchestrating the complete insurance case lifecycle. Deliver high-quality service while managing intricate insurance matters.
You will be an essential part of the team, working closely with Estate & Insurance Advisors to facilitate case management from intake to policy renewal. Your ability to maintain strong relationships with clients and stakeholders will be crucial in achieving a positive and seamless insurance experience.
Key Responsibilities:
• Gather documentation for underwriting and case processing
• Track and follow up on insurance applications
• Prepare and deliver policies to clients
• Provide comprehensive policy support services
• Ensure compliance and accuracy in all records
Requirements:
• 3-5+ years in insurance case coordination
• In-depth knowledge of life insurance products
• Customer service training background
• Detail-oriented with strong organizational abilities
• Proficiency in Microsoft Office suite
Utilize your skills in case coordination and client engagement with Richardson Wealth for a promising career path.
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