Demo

Post Approval Coordinator

NeoLink Services
Franklin, WI Full Time
POSTED ON 1/16/2025
AVAILABLE BEFORE 3/16/2025

Job Summary

JOB DESCRIPTION:

  • The Post Approval Coordinator is primarily responsible for obtaining completed documents and forms that are required for our insurance policies can be placed in-force.
  • This includes communicating via email and phone with insurance agents, their staff, and internal customers to understand and address their requests.
  • Typical requests include explaining processes and procedures, reviewing documents to ensure they are in good order, resolving documents that are not in good order, preparing documents for electronic signatures, and answering status questions.
  • The Post Approval Coordinator is accountable for understanding the request and determining the appropriate course of action or potential solutions using available resources.
  • It is a requirement to be in the office Monday through Wednesday and work remote Thursday and Friday.

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Duties

  • Manage calendars and schedule appointments
  • Perform general clerical duties such as data entry, filing, and photocopying
  • Assist with office organization and maintenance
  • Provide excellent customer service to clients and visitors
  • Support staff with administrative tasks as needed
  • Utilize computer skills for various office tasks
  • Handle basic bookkeeping using QuickBooks if required

Job Type: Full-time

Pay: $18.00 - $19.00 per hour

Schedule:

  • 8 hour shift

Experience:

  • Customer service: 1 year (Preferred)

Work Location: On the road

Salary : $18 - $19

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