What are the responsibilities and job description for the Life Insurance Transaction Coordinator position at Legacy Life Group LLC?
Life Insurance Transaction Coordinator
Hiring: Life Insurance Transaction Coordinator – Join Our Growing Team!
Are you a detail-oriented administrative professional with experience in insurance, real estate, or title companies? Do you thrive in a fast-paced environment where organization, follow-ups, and problem-solving are key? If so, Legacy Life Group LLC is looking for a Transaction Coordinator to ensure the smooth processing of our life insurance policies.
About the Role:
As a Transaction Coordinator, you’ll play a critical role in managing post-sale transactions, ensuring policies are properly finalized, and handling payment follow-ups. Your main responsibilities will include:
Document Collection: Work closely with clients and agents to gather missing paperwork for sold policies.
Cancellation Recovery: Contact clients who have requested to cancel and reconnect them with their original agent to discuss options.
Payment Follow-ups: Track and follow up on insufficient fund payments daily using phone calls, texts, and emails.
Agent Support: Assist sales agents by ensuring all administrative details are handled efficiently, keeping policies on track.
Database Management: Keep meticulous records in our CRM to ensure accuracy and compliance.
What We’re Looking For:
Administrative experience with a strong preference for backgrounds in insurance, real estate, or title companies.
Strong communication skills – you’re confident on the phone, persuasive, and able to handle sensitive client interactions professionally.
Highly organized and detail-oriented – you thrive in keeping track of multiple moving pieces.
Tech-savvy – comfortable with CRM systems, email outreach, and text-based follow-ups.
Self-motivated and results-driven – you take initiative and follow through on commitments.
What We Offer:
Competitive salary performance-based incentives
Opportunities for growth in a fast-paced, expanding company
A dynamic, supportive, and engaging work environment
The chance to make a real impact by helping families secure their financial futures
If you’re ready to join a team that values efficiency, communication, and results, we want to hear from you!
Apply today! Send your resume and a brief cover letter outlining your relevant experience
Job Type: Full-time
Pay: $35,000.00 - $40,000.00 per year
Benefits:
- Health insurance
- Paid time off
Supplemental Pay:
- Bonus opportunities
Work Location: In person
Salary : $35,000 - $40,000