What are the responsibilities and job description for the Client Services Coordinator position at Abacus Group, LLC?
As a Client Services Coordinator at Abacus Group, LLC, you will be responsible for coordinating and managing life insurance applications. This involves working closely with clients, insurance carriers, and internal teams to ensure seamless application processing and resolution.
Main Responsibilities
- Manage life insurance applications from submission to issuance.
- Evaluate application accuracy and communicate with clients as needed.
- Collaborate with insurance carriers to resolve underwriting issues.
- Maintain accurate records in the CRM system.
- Ensure compliance with regulatory standards.
- Support agents in application preparation and client illustrations.
Key Qualifications
- Bachelor's degree in business or finance.
- At least 2 years of experience in insurance or financial services.
- Familiarity with life insurance and underwriting processes.
- Excellent written and verbal communication skills.
- Proficiency in MS Office Suite and CRM systems.
