Life Insurance Coordinator

Integrity Marketing Group•Dallas, TX

6d•Onsite

About The Position

The Life Insurance Application Placement Coordinator is responsible for overseeing life insurance cases after submission to the insurance carrier, ensuring applications move efficiently through underwriting and are placed in force. This role involves close communication with carriers and agents to resolve outstanding requirements, manage approvals, and deliver issued policies. The Coordinator also leverages reporting tools to track performance and provide insights to agents and leadership, playing a key role in driving placement ratios and ensuring a seamless placement process.

Requirements

Minimum 2 years of experience in life insurance case management, new business, or underwriting support.
In-depth understanding of the life insurance underwriting and placement process
Experience using Power BI or other data reporting tools to generate, analyze, and present performance metrics.
Excellent organizational skills with the ability to manage a high volume of cases simultaneously.
Strong attention to detail and accuracy in documentation.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and CRM or case management platforms.
Must be able to work full-time, on-site in Dallas, TX (no remote work).
Excellent communication skill and teamwork.

Nice To Haves

Experience working with multiple life insurance carriers and underwriting departments preferred.
Familiarity with placement ratios, delivery requirements, and policy funding processes preferred
Knowledge of industry compliance standards preferred.

Responsibilities

Serve as supporting point of contact for all cases once submitted to carriers.
Monitor underwriting progress and proactively follow up on outstanding requirements.
Communicate status updates to agents and internal teams in a timely manner.
Request and track additional documentation such as medical exams, attending physician statements (APS), financial requirements, or client signatures.
Review carrier communications and ensure proper action is taken to keep cases moving forward.
Coordinate with carriers to resolve underwriting or processing issues.
Confirm policy approval and facilitate timely policy issue.
Manage policy delivery requirements, ensuring signed delivery forms and premiums are collected.
Track cases to ensure policies are placed in force and confirm final placement with carriers.
Maintain accurate case notes and records in company systems.
Leverage Power BI reporting and other systems-based data tools to track, measure, and communicate placement performance to field agents and their leadership.
Provide reporting on placement metrics and assist in strategies to improve placement rates.
Ensure compliance with all regulatory and company guidelines during placement.