Client Coordinator jobs in United States
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PearsonRavitz · 1 week ago

Client Coordinator

PearsonRavitz is seeking a Client Coordinator to guide clients through the complex insurance application process. In this role, you will be the main point of contact for clients, ensuring their records are accurate and collaborating with internal teams to enhance the client experience.

ConsultingHealth CareInsuranceLife Insurance

Responsibilities

Guide clients through the onboarding and pre-underwriting process
Ensure client records are accurate and compliant
Collaborate with internal teams to deliver an exceptional client experience

Qualification

Client communicationProcess improvementProblem solvingDetail-orientedOrganizational skills

Required

Ability to guide clients through complex processes
Problem-solving skills
Attention to detail
Highly organized
Experience in client coordination or similar role
Ability to ensure records are accurate and compliant
Collaboration skills with internal teams
Strong communication skills

Benefits

Health, Vision, and Dental Insurance
Group Short Term Disability Insurance
Life Insurance
401(k) with match
Paid Time Off

Company

PearsonRavitz

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Empowering healthcare professionals to protect life’s most valuable financial asset—their income—and life’s most important people—their families.

Funding

Current Stage
Early Stage
Total Funding
unknown
2025-10-06Acquired

Leadership Team

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Stephanie Pearson, MD, FACOG
CEO and Physician Disability and Life Insurance Broker & Advocate
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Company data provided by crunchbase