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Our client, a leading specialty finance organization in Fort Washington, PA, is looking for an entry-level Peortfolio Services Coordinator to join their collaborative team. This permanent opportunity is ideal for an organized, personable communicator looking to gain financial services experience and interact with clients, colleagues, and stakeholders alike.
About the Job:
- Support the life insurance policy process by serving as a point of contact between policyholders and insurance carriers.
- Assist with verifying and processing life insurance policy ownership updates.
- Review and maintain accurate insured and policyholder information through routine audits and follow-up.
- Communicate with policyholders and insurance carrier representatives to address questions and facilitate requests.
- Maintain detailed records and ensure information is updated accurately in company systems.
- Collaborate with internal team members to support policy administration and client service activities.
About You:
- Outgoing, friendly, and helpful with strong interpersonal skills.
- Highly organized with the ability to manage competing priorities.
- Skilled in written and verbal communication.
- Comfortable working in a fast-paced environment and adapting to changing needs.
- Bachelor’s degree required.
This permanent, onsite role offers the opportunity to work in a dynamic, growth-oriented environment that values professionalism, collaboration, and career advancement. With compensation around $50k, this role is a great fit for an emerging professional looking to make an impact and learn from industry professionals. Apply today with a MS Word copy of your resume!
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