Life Insurance Policy Coordinator

About Us:
We are a fast-growing licensed life insurance agency looking for a dependable and proactive Policy Coordinator to join our team full-time.

We are ideally looking for someone with previous experience working in the insurance industry for US-based agencies or insurance companies.

This role is best for someone who is highly organized, detail-oriented, takes initiative, communicates professionally, and can independently find solutions when challenges arise.

RESPONSIBILITIES

• Assist with life insurance application submissions
• Follow up on pending underwriting requirements
• Call life insurance companies for policy updates and requirement details
• Communicate with clients regarding outstanding requirements
• Help move policies through the underwriting and approval process
• Support agents during both pre-sale and post-sale processes
• Maintain professional client communication and relationships
• Update CRM systems and client records accurately
• Schedule quarterly, semi-annual, and annual policy review appointments
• Coordinate with agents to ensure policies are issued and paid efficiently

QUALIFICATIONS

• 2 – 5+ years of experience as a policy coordinator or similar role
• Strong written and verbal English communication skills
• Highly organized and detail-oriented
• Able to multitask and manage follow-ups effectively
• Someone who takes initiative and solves problems independently
• Customer service or administrative experience preferred
• Life insurance industry experience in the US is preferred
• Experience working with US-based insurance agencies or companies is highly preferred
• Experience using CRMs, Google workspace, or insurance platforms is a plus
• Reliable computer, headset, and stable internet connection required

WHAT WE OFFER

• Full-time remote position
• Long-term growth opportunity
• Supportive and fast-growing team environment
• Performance-based increases available
• Training and systems provided

HOW TO APPLY

Please email the following to:
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Include:
1. Your resume
2. A short introduction about yourself
3. Your relevant insurance experience
4. Your internet speed and computer setup
5. Your availability and timezone
6. A short video answering the questions below

VIDEO QUESTIONS

1. Share your relevant experience working in insurance. What products did you help clients with?
2. What is an example of how you helped move a policy forward for a client?
3. Why would you be a good fit for this role?

We are looking to hire immediately for the right candidate.