MUST BE LOCAL TO THE PHILADELPHIA AREA; ONE MONTHLY IN-OFFICE DAY REQUIRED IN ARDMORE, PA PearsonRavitz is seeking a detail-driven Client Coordinator to manage policy servicing and ensure every post-issue change is handled with precision and care. This role is critical to maintaining accuracy, compliance, and a seamless client experience. You will take ownership of policy modifications, updates, and servicing requests, ensuring documentation is complete, timelines are met, and communication remains clear throughout the process. In this position, you’ll collaborate closely with clients, carriers, and internal teams to move requests efficiently from initiation to completion. Success in this role requires strong organizational skills, proactive follow-through, and the ability to manage multiple moving pieces without sacrificing accuracy. If you take pride in protecting details, solving problems before they escalate, and delivering a polished, professional experience at every touchpoint, this opportunity is built for you. Responsibilities: • Communicate with clients regularly about policy update opportunities and ensure all follow-up is completed for unresponsive clients. • Manage high volumes of inbound and outbound client communications via email and phone, ensuring timely and professional responses to all inquiries. • Track and document all client interactions and updates in CRM systems (Salesforce), ensuring accuracy and completeness of records for efficient follow-up and reporting. • Maintain and manage systems and processes for tracking policy update opportunities, ensuring all client updates are captured and acted upon promptly. • Provide ongoing support to the Policy Update Advisor, ensuring all daily tasks in Salesforce are completed, documented, and aligned with client needs. • Assess and analyze income documentation and other relevant client information to ensure accuracy in policy updates. • Identify and escalate complex issues to the appropriate teams for prompt resolution while maintaining clear and proactive communication with clients. • Frequently collaborate with internal departments to troubleshoot and resolve issues, ensuring seamless workflow and communication. • Serve as a liaison between clients and insurance carriers, coordinating policy updates, increasing requests, and ensuring timely follow-up and resolution. • Provide regular updates to the Policy Update Advisor on workload, client status, and progress in the policy update process. • Ensure compliance with HIPAA guidelines, maintaining confidentiality and security of all personal client records. • Participate in weekly team meetings, offering insights into client challenges, successes, and recommending improvements to enhance processes. • Proactively monitor personal performance and suggest process improvements to contribute to the overall efficiency of PearsonRavitz’s workflows. Qualifications: • Experience in insurance servicing, financial services operations, or a similar detail-driven administrative role. • Proven ability to manage documentation-heavy processes with high accuracy and strong compliance awareness. • Experience handling policy changes, updates, or post-issue servicing requests preferred. • Strong organizational skills with the ability to manage multiple requests and deadlines simultaneously. • Clear, professional written and verbal communication skills. • High level of accountability and follow-through; comfortable owning tasks from start to finish. • Detail-oriented with a proactive, problem-solving mindset. • Comfortable collaborating with internal teams, clients, and external carriers. • Technically proficient with CRM systems, document management platforms, and standard business software. Compensation: $55,000 - $65,000

• Communicate with clients regularly about policy update opportunities and ensure all follow-up is completed for unresponsive clients. • Manage high volumes of inbound and outbound client communications via email and phone, ensuring timely and professional responses to all inquiries. • Track and document all client interactions and updates in CRM systems (Salesforce), ensuring accuracy and completeness of records for efficient follow-up and reporting. • Maintain and manage systems and processes for tracking policy update opportunities, ensuring all client updates are captured and acted upon promptly. • Provide ongoing support to the Policy Update Advisor, ensuring all daily tasks in Salesforce are completed, documented, and aligned with client needs. • Assess and analyze income documentation and other relevant client information to ensure accuracy in policy updates. • Identify and escalate complex issues to the appropriate teams for prompt resolution while maintaining clear and proactive communication with clients. • Frequently collaborate with internal departments to troubleshoot and resolve issues, ensuring seamless workflow and communication. • Serve as a liaison between clients and insurance carriers, coordinating policy updates, increasing requests, and ensuring timely follow-up and resolution. • Provide regular updates to the Policy Update Advisor on workload, client status, and progress in the policy update process. • Ensure compliance with HIPAA guidelines, maintaining confidentiality and security of all personal client records. • Participate in weekly team meetings, offering insights into client challenges, successes, and recommending improvements to enhance processes. • Proactively monitor personal performance and suggest process improvements to contribute to the overall efficiency of PearsonRavitz’s workflows.