Coordinator, Portfolio Services

Coventry is a specialty finance company with an expertise in life insurance. Specifically, we create and invest in insurance-based assets, and we’re the leader and creator of the secondary market for life insurance. Over the last 22 years, we’ve delivered more than $4.5 billion to life insurance policyowners.

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 policy owners and life insurance companies. You will play an important role in Coventry’s process to ensure the correct changes are implemented after the policy sale and that the valuation of policies is optimized. A successful Coordinator will display excellent written and verbal communication skills and manage time effectively to meet deadlines. While the role is rather structured and the written procedures are shared regularly, we also strongly encourage considering alternatives and thinking outside the box to achieve our goals. Required onsite 4 days a week.

Requirements

• Proficiency in Microsoft Word and Outlook and basic knowledge of Excel.
• Extraordinary attention to detail and strong organizational skills.
• Ability to communicate effectively and collaborate with others.
• Bachelor’s degree

Benefits

• A competitive salary commensurate with experience.
• Student loan repayment program.
• Training and mentoring programs.
• Health, Dental, Rx and Vision coverage.
• 401K match.
• Generous paid time off.
• 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.