Entry-Level Financial Services Coordinator- 50k!
About the Role
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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!
A1441821PHIKJC_1783603079
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Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.