Structured Settlements Operations Coordinator
About The Position
Are you a detail-driven professional with a passion for delivering exceptional service in a fast-paced, client-focused environment? Join our team as a Structured Settlement Operations Coordinator and help ensure the smooth and compliant processing of structured settlements that truly matter. What You’ll Do: Oversee the end-to-end process of issuing new structured settlement policies with precision and care. Review annuity applications and legal documents to ensure accuracy and regulatory compliance. Monitor case status proactively and maintain accurate records. Serve as a key point of contact for consultants, addressing questions and guiding them through the process. Partner with internal teams (Sales, CCU, Accounting, Helpdesk) to troubleshoot and resolve processing delays. Contribute to service excellence by identifying opportunities for process improvements and client satisfaction. Conduct follow-up calls with consultants to ensure smooth case progression. Maintain confidentiality and professionalism when handling sensitive client information. Perform quality assurance reviews of new policies with oversight.
Requirements
- Bachelor’s degree (or equivalent experience).
- 1–2 years of experience in structured settlements or regulated financial products.
- Strong organizational skills and attention to detail.
- Ability to work independently while collaborating across teams.
Nice To Haves
- 2+ years of industry experience.
- Familiarity with structured settlements or similar financial services.
Responsibilities
- Oversee the end-to-end process of issuing new structured settlement policies with precision and care.
- Review annuity applications and legal documents to ensure accuracy and regulatory compliance.
- Monitor case status proactively and maintain accurate records.
- Serve as a key point of contact for consultants, addressing questions and guiding them through the process.
- Partner with internal teams (Sales, CCU, Accounting, Helpdesk) to troubleshoot and resolve processing delays.
- Contribute to service excellence by identifying opportunities for process improvements and client satisfaction.
- Conduct follow-up calls with consultants to ensure smooth case progression.
- Maintain confidentiality and professionalism when handling sensitive client information.
- Perform quality assurance reviews of new policies with oversight.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Number of Employees
501-1,000 employees
