Pacific Advisors is a company that collaborates with financial and insurance professionals to provide essential insurance coverage. The Case Coordinator role involves administrative support, case processing, and ensuring efficient communication and workflow management for financial professionals across multiple states.
Responsibilities
- Coordinate and process applications for term life, whole life, disability insurance, life buy–sell, disability overhead expense (OE), standalone eMED, and fixed annuities
- Review all paperwork for accuracy and completeness, ensuring timely submission to the home office
- Order medical exams and other underwriting requirements through APPS and related systems
- Track and follow up on outstanding service items to ensure they are completed promptly
- Prepare and pre-populate illustrations for term life, whole life, disability insurance, and kiddie policies
- Facilitate specialized illustration support with Life & Disability Specialist team members
- Pre-populate application packets, forms, and supporting documents as needed
- Enter and maintain LBS data including Full Facts, Vault attachments, Protection Module Only, Accumulation Module Only, and full LBS reviews
- Support Ash Brokerage eApps, paper applications, carrier registration, IM eSign, DocuSign, and paper eDelivery
- Assist with illustration quote requests via email and prepare pre-filled documents
- Provide training on eApp processes, life & disability illustration systems, and platform/system navigation
- Participate in weekly development meetings, including business plan coaching, SmartOffice coaching, pipeline management, and general skill-building
- Maintain timely, professional communication with producers and clients, providing clear updates on case status and required actions
- Troubleshoot issues related to eApp, eMed, eDelivery, and client or agent registration (via email/Zoom as needed)
- Coordinate all incoming and outgoing correspondence to ensure smooth communication flow
- Maintain and update agent case pipelines on a daily and weekly basis to ensure transparency and accuracy
Skills
- Highly organized, productive, and efficient with strong attention to detail
- Strategic, resourceful problem solver with sound judgment and professionalism
- Strong written and verbal communication skills
- Ability to multitask effectively in a fast-paced environment and manage shifting priorities
- Confident, proactive, and able to take initiative while working independently or collaboratively
- Demonstrates business acumen and professionalism when interacting with producers and clients
- Comfortable championing ideas, improving processes, and supporting innovation
- Proficient in Microsoft Office Suite and able to learn new systems quickly
- Trusted to handle confidential and sensitive client information with discretion
- College or business school degree preferred
- Insurance industry experience a plus
Benefits
- Benefits
- 401k with subsidy and match program
Company Overview
Pacific Advisors is a financial services company providing personal, family, and enterprise financial strategies services. It was founded in 1862, and is headquartered in Beverly Hills, California, USA, with a workforce of 51-200 employees. Its website is http://pacificadvisors.com.
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