The Policy Update Department analyzes our current client base policies and executes policy updates where appropriate. We are looking to add a Policy Update Coordinator to this critical department. The Coordinator will assist the Policy Update Advisor in various administrative tasks to streamline the update process. If you are organized, a strong communicator, willing to learn, and love working directly with clients, we think you’d make a great addition to our fantastic team. Please note – no insurance experience is needed for this role. We are happy to teach you the ins and outs of the industry. What we ask for in return is a willingness to dive in, a deep desire to learn, particular attention to detail, incredible communication skills, and a go-getter attitude. Compensation: • $55,000 - $60,000 • Benefits include health, dental, vision, life insurance, long-term disability • 401k program • Open to Hybrid Work (Remote/In Person - Must be local to the area still) 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. • 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: • 3+ years of experience in client services, account management, or customer success roles, with a proven ability to manage client communications and deliver high-quality service. • Proficiency with CRM systems (Salesforce preferred) and business applications (G-Suite, Excel), with the ability to manage client data and track performance. • Bachelor’s degree preferred. • Strong analytical and organizational skills, with experience in managing multiple tasks and making data-driven decisions. • Proficiency in handling client communications via phone and email, with excellent writing skills to simplify complex concepts. • Technologically adept, with the ability to quickly learn and adapt to new software and tools. • Detail-oriented, with the ability to independently manage tasks while also collaborating effectively with a team. • Strong interpersonal skills, fostering positive client relationships and internal teamwork. Compensation: $55,000 - $60,000 yearly

• 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. • 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.