Coordinator, Portfolio Services

As the leader and creator of the secondary market for life insurance, Coventry invests in insurance-based assets. For more than 20 years, we have been the life settlement market leader, driving the industry forward and expanding opportunities for life insurance policyowners. To date, we have delivered more than $6 billion to policyowners who no longer have a need for their policies.

The continued success of our company is the result of the hard work and dedication of our employees, and the continued pursuit of top candidates. We know that without the best team, we cannot be the best firm. Our organization is built on strong values designed to foster leadership and reward success. We’re proud of the fact that more than 80% of our management team were promoted from within, and we strive to provide an environment supportive of career progression.

About the role:

The Coordinator, Portfolio Services, assists with the ongoing servicing of life insurance policies that are sold in the secondary market. As a Coordinator, you will act as a liaison between the policyowners and life insurance companies. You will be responsible for reviewing policies and maintaining working relationships with carriers and clients.

Requirements

• Communicate with life insurance carriers to obtain policy information.
• Ensure correct changes are implemented after policy sale.
• Periodic review of life insurance policy performance to verify optimized valuation.
• Review and process key carrier written communication.

THE IDEAL CANDIDATE WILL HAVE:

• Bachelor’s degree required.
• Strong attention to detail.
• Exceptional written and verbal communication skills.
• Robust analytical and problem-solving skills.

Benefits

• A competitive salary commensurate with experience.
• Student loan repayment program.
• Health, Dental, Rx and Vision coverage.
• 401(k) match.
• Generous paid time off.
• Training and mentoring programs.
• Company-sponsored events throughout the year.
• Opportunities to earn bonuses and other perks.

Coventry is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.