Post Approval Coordinator

Title:

Post Approval Coordinator (Part-Time, Hybrid)

Location:

Franklin, WI

Type:
Hybrid (3 days onsite per week)

Schedule:

25-30 hours per week, Monday-Friday

Hours:

Approximately 9:00 AM-2:00 PM or 9:00 AM-3:00 PM
Work Arrangement:
On-site Monday-Wednesday, Remote Thursday-Friday

Duration: ASAP - 10/12/2027

Perks:
Competitive Rates, Benefits, free daily lunch when onsite

Job Description:

This team supports insurance and financial services professionals by helping them navigate the document completion and electronic signature process. The goal is to ensure documentation is completed accurately and efficiently so policies can move through the post-approval process without delays.

The Post Approval Coordinator is responsible for obtaining, reviewing, and preparing documents required for policy processing and electronic signatures. This role works closely with field partners and internal stakeholders, primarily through email, to resolve documentation issues, answer questions, and ensure forms are complete and compliant.

This is a back-office position with no phone support responsibilities.

• Review forms and documentation for accuracy, completeness, and compliance
• Identify and resolve missing or incorrect information
• Obtain required documents and supporting materials
• Prepare eligible documents for electronic signature through Docu Sign
• Manage assigned cases and track outstanding requirements
• Respond to status inquiries and explain established processes and procedures
• Research issues and determine appropriate next steps
• Maintain accurate records within multiple internal systems
• Manage multiple priorities while meeting quality and service expectations

• High school diploma required
• 1-3 years of administrative, operations, customer service, or related experience
• Strong written communication and professional email etiquette
• Excellent organizational, time management, and multitasking skills
• Strong analytical and problem-solving abilities
• Proven ability to build rapport and provide excellent customer service
• Strong attention to detail and decision-making skills
• Proficiency with Microsoft Office and Windows-based applications
• Comfortable learning and navigating multiple systems and workflows

• Microsoft Outlook
• Microsoft Office Suite
• Docu Sign
• Internal workflow and case management systems

A comprehensive training program of approximately six weeks will be provided. Candidates must be available to consistently attend and participate throughout the training period.

Ideal Candidate:
Someone who enjoys detail-oriented work, can effectively manage multiple requests in a fast-paced environment, and takes pride in providing excellent service while ensuring documentation is accurate and complete.