Client Services Coordinator

Manhattan Life Insurance and Annuity Company seeks a Client Services Coordinator to support agents, policyholders, and internal teams. In this role, you will handle client inquiries, process policy and annuity service requests, update account information, and track case status to ensure timely, accurate resolutions. You will coordinate with underwriting, billing, and claims to resolve issues, maintain detailed documentation in CRM and policy systems, and prepare service reports.

The position requires strong communication, attention to detail, and a customer-first mindset in a fast-paced, collaborative insurance environment focused on integrity and long-term relationships.

Responsibilities

• Serve as primary point of contact for agents and policyholders via phone and email
• Process policy changes, beneficiary updates, and service requests accurately and on time
• Research and resolve billing, coverage, and policy servicing issues
• Coordinate with underwriting, billing, and claims to drive timely resolutions
• Maintain detailed, accurate records in CRM and policy administration systems
• Monitor and track open cases, providing proactive status updates to stakeholders
• Prepare regular service reports and summaries for internal teams and management
• Adhere to regulatory, privacy, and company policies in all client interactions
• Support onboarding and service needs for new agents and distribution partners
• Contribute to continuous improvement of client service processes and procedures

Required Skills

• Customer service
• Insurance policy administration
• Life and health insurance knowledge
• CRM software
• Data entry and accuracy
• Call handling and phone etiquette
• Written and verbal communication
• MS Office (Excel, Word, Outlook)
• Case management and tracking
• Time management and prioritization