Independent Insurance Transaction Coordinator at Ethan Advisor Independent Insurance Transaction Coordinator at Ethan Advisor in Southampton, Pennsylvania Posted in about 15 hours ago.

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full-time Company Description Ethan Advisor is an advisory firm specializing in insurance, retirement planning, and estate advisory, grounded in the belief that financial decisions are interconnected. The firm supports individuals, families, retirees, and business owners with clear explanations, education-first guidance, and a long-term advisory approach. Ethan Advisor focuses on helping clients understand their options, evaluate trade-offs, and make confident, informed decisions. In addition to licensed insurance and retirement services, Ethan Advisor collaborates with affiliated brands to provide support in areas such as real estate and tax preparation. The firm's goal is to reduce confusion, avoid costly mistakes, and align clients' financial decisions with their long-term objectives. Role Description The Independent Insurance Transaction Coordinator is a contract, remote role responsible for coordinating and managing individual insurance cases from initial inquiry through policy issuance. Day-to-day activities include reviewing client information, gathering and organizing documentation, liaising with insurance carriers, and tracking case status to ensure timely progress. The Case Manager will communicate regularly with advisors and clients to clarify requirements, address questions, and provide updates on underwriting and approvals. The role also involves maintaining accurate records, ensuring compliance with regulatory and carrier guidelines, and identifying potential issues or delays before they impact clients. This position requires a proactive approach to case follow-up and strong attention to detail to support a smooth client experience. Qualifications Strong case management and organizational skills, including the ability to track multiple client files, deadlines, and carrier requirements. Experience in insurance operations or administration, with familiarity in life, health, or retirement-related insurance products. Excellent communication skills, with the ability to explain requirements clearly, collaborate with advisors, and maintain professional client interactions. Comfort with remote work tools and technology, including CRM systems, document management platforms, and secure communication channels. Attention to detail and accuracy in reviewing applications, documentation, and policy information, with a focus on compliance and confidentiality. Ability to work independently as a contractor, manage time effectively, and prioritize tasks in a deadline-driven environment. Prior experience in financial services, retirement planning, or estate advisory is beneficial. Relevant insurance licensing or certification is an advantage; willingness to pursue licensing as needed is preferred.