Pre-Need Coordinator

Physicians Mutual is seeking a Pre-Need Coordinator 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. Responsibilities 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 issue Coordinate across Licensing, Contracting, Commissions, and Operations to align priorities and execute partner requirement 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 Qualification 4+ years of experience in insurance operations, agent support, onboarding, licensing, contracting, commissions, project coordination, or related operational functions Experience managing or coordinating cross-functional workflows, operational processes, or partner-facing initiatives in a fast-paced environment Strong organizational and project management skills with the ability to manage multiple priorities, timelines, and operational requests simultaneous Experience supporting agent onboarding and working with external partner s preferred Strong understanding of licensing, contracting, and commission process Ability to work independently, exercise sound judgment, and proactively improve processes and workflow Strong problem-solving, analytical, and organizational skills Strong communication and relationship-building skills with both internal stakeholders and external partners High attention to detail, especially with compensation-related information Proficiency with Excel and workflow or case management systems #J-18808-Ljbffr Physicians Mutual