Policy Coordinator
About The Position
Beyond Health Partners, a Beyond Risk partner company, is a leading Program Manager in the medical stop loss insurance industry. We specialize in providing innovative solutions and expert management services to optimize risk mitigation and financial protection for our business partners. Our commitment to excellence and partnership satisfaction drives our mission to deliver unparalleled service in the stop loss industry. We are looking for a Policy Coordinator to join our growing team! The Policy Coordinator supports the administration of medical stop-loss policies within a Managing General Underwriter (MGU) environment, where responsibilities are performed on behalf of carrier partners under delegated authority. This role focuses on executing administrative and documentation-related tasks with a high degree of accuracy while working under the direction of the Policy Manager. The position is responsible for assisting with policy issuance, validating documentation, and maintaining organized, audit-ready records. The Policy Coordinator is expected to identify and escalate discrepancies, support process workflows, and develop a strong understanding of stop-loss policy structure over time.
Requirements
- Proficiency in Microsoft Excel, Word, and PDF editing
- Strong attention to detail and organizational skills
- Strong attention to detail with a focus on accuracy
- Developing knowledge of medical stop-loss policy structure and terminology
- Strong organizational and document management skills
- Ability to identify discrepancies and escalate appropriately
- Ability to work independently on assigned tasks while following established processes and seeking guidance when needed
- Strong collaboration skills across underwriting, finance, and operations teams
- Willingness to learn and adapt within a structured environment
Responsibilities
- Assist in the preparation, review, and distribution of policies, endorsements, and supporting documentation
- Review policy documents for accuracy, completeness, and consistency with approved terms and system records
- Maintain organized, audit-ready file structures, including standardized naming conventions
- Ensure documentation aligns with company standards, carrier guidelines, and audit requirements
- Identify discrepancies or inconsistencies in policy documentation and escalate to the Policy Manager
- Support updates and corrections to policy documentation as directed
- Retrieve and review sold case documentation, including proposals and underwriting summaries
- Assist in validating key elements such as rates, contract terms, and provisions against approved underwriting terms
- Compare documentation against system records to help ensure consistency and accuracy
- Escalate discrepancies between sold documentation and system data to the Policy Manager
- Support maintenance of accurate data within internal systems
- Support the producer appointment process with carrier partners
- Assist in verifying that producers and TPAs are properly licensed and appointed prior to policy placement or commission payments
- Maintain accurate licensing and appointment records, including renewal tracking
- Follow up on pending items to help prevent delays in policy issuance or payment processing
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
