Post Approval Coordinator (100% Remote)

Our Customer is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education planning, retirement planning, investment advisory services, financial planning trust and private client services, estate planning and business planning. Its products include life insurance, permanent life insurance, disability income, and long-term care insurance; annuities; investments; and investment advisory products and services.

Our Customer is looking for a Post Approval Coordinator on a contract basis to help support their business needs. This role is 100% remote.

Responsibilities:

• Obtain completed documents and forms required for insurance policies to be placed in force
• Communicate via email and phone with insurance agents, their staff, and internal stakeholders to address requests
• Explain processes and procedures clearly
• Review documents to ensure they are in good order
• Resolve issues with documents that are not in good order
• Prepare documents for electronic signatures
• Answer status-related questions
• Determine appropriate courses of action or potential solutions using available resources

Skills and Qualifications:

• High school education is a minimum
• 1-3 years of related experience
• Strong analytical and decision-making skills
• Strong customer service skills with proven ability to build rapport
• Strong written and oral communication skills
• Ability to gain acceptance and interact tactfully and professionally with internal and external stakeholders
• Demonstrated ability to multitask, prioritize, and manage time effectively
• Proficiency with Windows and Microsoft Office
• Solid keyboarding skills

We offer a competitive salary range for this position. Most candidates who join our team are hired at the median of this range, ensuring fair and equitable compensation based on experience and qualifications.

Contractor benefits are available through our 3rd Party Employer of Record (Available upon completion of waiting period for eligible engagements) Benefits include: Medical, Dental, Vision, 401k.

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.