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[Remote] Client Coordinator

Remote, USA Full-time Posted 2026-06-25

Note: The job is a remote job and is open to candidates in USA. PearsonRavitz is seeking a Client Coordinator to guide clients through the complex insurance application process. In this role, you will be the main point of contact for clients, ensuring their records are accurate and collaborating with internal teams to enhance the client experience.

Responsibilities

  • Guide clients through the onboarding and pre-underwriting process
  • Ensure client records are accurate and compliant
  • Collaborate with internal teams to deliver an exceptional client experience

Skills

  • Ability to guide clients through complex processes
  • Problem-solving skills
  • Attention to detail
  • Highly organized
  • Experience in client coordination or similar role
  • Ability to ensure records are accurate and compliant
  • Collaboration skills with internal teams
  • Strong communication skills

Benefits

  • Health, Vision, and Dental Insurance
  • Group Short Term Disability Insurance
  • Life Insurance
  • 401(k) with match
  • Paid Time Off

Company Overview

  • Empowering healthcare professionals to protect life’s most valuable financial asset—their income—and life’s most important people—their families. It was founded in 2017, and is headquartered in Ardmore, Pennsylvania, USA, with a workforce of 11-50 employees. Its website is https://www.pearsonravitz.com/.
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