Coordinator, Portfolio Services jobs in United States
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Coventry · 4 months ago

Coordinator, Portfolio Services

Coventry is the leader and creator of the secondary market for life insurance, investing in insurance-based assets for over 20 years. The Coordinator, Portfolio Services, assists with the servicing of life insurance policies sold in the secondary market, acting as a liaison between policyowners and life insurance companies while maintaining relationships with carriers and clients.

BankingConsultingCrowdfundingFinancial ServicesInsurance

Responsibilities

Assist with the ongoing servicing of life insurance policies that are sold in the secondary market
Act as a liaison between the policyowners and life insurance companies
Review policies and maintain working relationships with carriers and clients

Qualification

Policy reviewClient relationship managementCommunication skillsOrganizational skillsProblem-solving skills

Required

Assist with the ongoing servicing of life insurance policies that are sold in the secondary market
Act as a liaison between the policyowners and life insurance companies
Responsible for reviewing policies
Maintain working relationships with carriers and clients

Company

Coventry

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Coventry is a global financial services firm headquartered in Pennsylvania.

Funding

Current Stage
Growth Stage

Leadership Team

R
Reid Buerger
CEO
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Rick Lauro
Chief Operating Officer
Company data provided by crunchbase