About the role
Overview
We are seeking a highly organized and detail-oriented Virtual Assistant / Policy Coordinator with prior experience in the IMO/FMO financial services industry, supporting agents, clients, and insurance carriers throughout the underwriting and policy issuance process.
Responsibilities
Manage insurance applications from submission through policy issue
Communicate with insurance carriers regarding underwriting requirements and application status
Coordinate with agents and clients to obtain outstanding requirements, signatures, medical records, and other documentation
Handle both pre-application and post-application follow-up
Track pending business and proactively follow up to ensure timely processing
Schedule policy delivery appointments when applicable
Maintain accurate records within the CRM and carrier portals
Identify potential delays and proactively work toward resolutions
Qualifications
Previous experience as a Policy Coordinator, Case Manager, or New Business Coordinator within an IMO, FMO, MGA, or insurance agency
Strong understanding of the life insurance and annuity application process
Experience communicating directly with insurance carriers regarding underwriting and pending business
Familiarity with underwriting requirements, APS requests, paramedical exams, and policy issue procedures
Excellent verbal and written communication skills
Highly organized with exceptional attention to detail
Proficient with CRM systems, Microsoft Office, Google Workspace, and carrier websites
Preferred Experience
Life Insurance, Indexed Universal Life (IUL), Whole Life, Term Life, Final Expense, Annuities, Pending Business Management, Underwriting Coordination