Are you highly organized, detail-oriented, and energized by guiding clients through complex processes? Do you take pride in delivering a high-touch, professional experience while collaborating seamlessly with internal teams? If so, PearsonRavitz wants you as our next Client Coordinator, someone who can take ownership, anticipate client needs, and ensure every case runs smoothly.

As a Client Coordinator, you will be the first and most consistent point of contact for clients during onboarding, pre-underwriting, and the insurance application process. You’ll guide clients through each step, ensure all documentation is accurate and compliant, and work closely with internal teams to keep cases moving efficiently. This role is perfect for someone who thrives on ownership, enjoys solving problems, and takes pride in delivering an exceptional client experience.

Compensation & Benefits

• Salary Range: $55,000 – $65,000
• Health, vision, and dental insurance
• Group long-term disability insurance
• Life insurance
• 401(k) with employer match
• Paid time off (PTO)

Candidates can not call the office or come to the office to apply for this position.

Client Coordination & Service

• Serve as the primary point of contact for clients throughout the pre-underwriting and underwriting process, delivering a professional, high-touch client experience
• Guide clients through all requirements necessary for completion of their application in a timely, professional, and compliant manner
• Communicate clearly and proactively via phone and email regarding case status, next steps, timelines, and outstanding items
• Represent PearsonRavitz with professionalism, empathy, and strong written and verbal communication

Case Management, Accuracy & Compliance

• Independently manage a high volume of active cases, effectively prioritizing daily work to meet service expectations and deadlines
• Maintain accurate, detailed client records across Salesforce and external systems, ensuring complete documentation and visibility
• Handle sensitive client and medical information with discretion and strict adherence to HIPAA and internal compliance standards
• Support time-sensitive policy updates in partnership with the Policy Update Department (PUD), helping ensure deadline-driven needs are addressed promptly and accurately

Collaboration & Workflow Ownership

• Partner closely with all internal departments to resolve issues, move cases forward, and deliver a seamless client experience
• Participate in team meetings to share updates, flag risks, and coordinate solutions across departments
• Take ownership of assigned work from start to finish, escalating issues appropriately and ensuring nothing falls through the cracks
• Continuously evaluate personal workflows and contribute ideas to improve efficiency, accuracy, and the overall client experience

• Strong organizational and time management skills with the ability to manage competing priorities
• Excellent verbal and written communication skills, with a client-focused approach
• High attention to detail and accuracy in documentation and follow-through
• Ability to manage multiple client cases simultaneously in a fast-paced environment
• Comfort working with confidential and sensitive information in a compliance-driven setting
• Experience with CRM systems (Salesforce preferred) or a strong willingness to learn

At PearsonRavitz, our core values are the foundation of everything we do: Ownership, Transparency, Empathy, and Respect.

• Ownership: We expect each team member to demonstrate accountability and pride in their work.
• Transparency: Open and honest communication is crucial to our success. We believe in sharing information freely, keeping everyone informed, and fostering an environment where questions and feedback are encouraged.
• Empathy: Understanding and valuing each other’s perspectives is at the heart of our team dynamics.
• Respect: We treat everyone with the utmost respect, recognizing each individual's unique contributions and value to our team.