Pre- Coordinator

Overview

Physicians Mutual is seeking a Pre-Need Liaison to serve as the primary operational point of contact for strategic pre-need partners. In this role, you will support agent onboarding, licensing, contracting, and commissions processes while ensuring a seamless experience for partners and their agents. You’ll collaborate across internal teams and external organizations to drive agent readiness, resolve issues, and maintain alignment with partner requirements.

• Serve as the primary liaison for pre-need partners, managing relationships, handling escalations, and ensuring a seamless operational experience
• Oversee agent onboarding and readiness, ensuring proper licensing, contracting, and appointment prior to selling
• Manage onboarding pipelines, resolve delays, and track readiness metrics to support timely agent activation
• Ensure accurate commission setup and partner with internal teams to resolve discrepancies and compensation issues
• Coordinate across Licensing, Contracting, Commissions, and Operations to align priorities and execute partner requirements
• Communicate updates, issues, and timelines to stakeholders to ensure transparency and accountability
• Identify process improvements, resolve recurring issues, and optimize workflows to enhance efficiency and scalability

• Bachelor’s degree in business, insurance, or related field preferred (or equivalent experience)
• 3-5 years of experience in licensing, contracting, commissions, or insurance operations
• Experience supporting agent onboarding and working with external partners preferred
• Strong understanding of licensing, contracting, and commission processes
• Ability to exercise independent judgment and manage multiple priorities
• Strong problem-solving, analytical, and organizational skills
• Excellent communication and relationship-building abilities
• High attention to detail, especially with compensation-related information
• Proficiency with Excel and workflow or case management systems