1 client services representative jobs found in Wyndmoor, PA

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Client Retention Coordinator supports the Life Insurance team by identifying in-force policy review and retention opportunities, coordinating outreach to agents or consumers, scheduling reviews with licensed representatives, and maintaining accurate tracking. A GLIMPSE INTO YOUR DAY Identifies in-force life insurance policies approaching term expiration, conversion deadlines, or other review opportunities. Generates and reviews reports from internal and carrier systems to...