Coordinator, Portfolio Services

Mitchell Martin

Fort Washington, PA

JOB DETAILS
SALARY
$55,000–$60,000 Per Year
LOCATION
Fort Washington, PA
POSTED
30+ days ago
Title: Coordinator, Portfolio Services..

Location: Fort Washington, PA(Onsite)
Employment Type: Full Time

Compensation
Pay Range:$50,000-$55,000 Per Year

Description
Join our team in a dynamic role based in Fort Washington, PA, where you will work onsite full-time. 
You'll be responsible for managing and servicing life insurance policies sold in the secondary market, acting as a liaison between policyowners and insurance companies. 
This position requires strong communication and analytical skills to ensure seamless operations.

Key Responsibilities
Communicate with insurance carriers to obtain and verify policy information.
Ensure accurate implementation of changes following policy sales.
Conduct periodic reviews of policy performance to ensure optimal valuation.
Process and review key written communications from carriers.

Qualifications
Bachelor's degree required.
Strong attention to detail and organizational skills.
Exceptional written and verbal communication abilities.
Robust analytical and problem-solving skills.

contact Authorization
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here https://www.mitchellmartin.com/privacy-policy. 

Onboarding Expectations
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4 

EEO Statement
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement 


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About the Company

M

Mitchell Martin

OUR FOCUS IS GROWTH

It’s not just about filling job openings.  It’s about enabling growth and inspiring success.  That’s what we do.

Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines.  We help drive success for both people and companies by helping them achieve positive growth.   We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.    

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1984
WEBSITE
https://www.mitchellmartin.com