About this role
Reporting to the Manager, Advisory Services, the Senior Insurance Coordinator is responsible for providing advanced client service, application coordination, and sales support to physician members and their families throughout the insurance planning and application process. Acting as a key liaison between clients, Insurance Advisors, insurance carriers, and internal stakeholders, this role supports the successful implementation of insurance recommendations by meeting with clients via Zoom to complete applications, explaining recommendations and underwriting processes, and guiding applicants through complex, often sensitive insurance requirements.