Insurance Coordinator

Longbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Working together with other reputable companies in the financial services industry, we are moving into exciting new directions for the reverse mortgage business and anticipate rapid expansion offering many opportunities for personal and professional growth.

Recently recognized as an Industry Changemaker, Longbridge CEO Chris Mayer looks at the industry differently and values employees at all levels who drive our company forward.  In fact, we are now a top 3 reverse mortgage lender.

Why work with us?

At Longbridge Financial, “We do the right thing” is more than a mantra, it’s our guarantee.  We want to attract the best and brightest—that’s why we’re committed to giving our employees the support they need and the respect they deserve. We offer competitive compensation packages and benefits, as well as a strong marketing and operations foundation. Join us for a rewarding career with remarkable growth potential.  Ready to be changemaker and be a part of a team to help propel Longbridge to number one?

Reporting to the Processing Manager, this remote entry level position is primarily responsible for the oversight of all insurance product requirements for Longbridge Financials processing team. This position will assist the processors in their day-to-day.

• Support the processing team members with their insurance needs to allow them to work on other priorities to move files quicker
• Obtain homeowner’s, flood, and master insurance updates. This includes but not limited to: obtaining and verifying insurance policies in order to close on a reverse mortgage
• Assist team members with general insurance questions
• Create and Maintain spreadsheets using Excel

Essential Functions/Specific Duties:  

• Keep current with emails that come in from processors requesting updated insurance information (homeowners’ insurance, flood insurance, ETC)
• Track and follow up on all requests for all insurance needs, until received and file is complete. 
• Double check all information on the updated items to make sure they have been done correctly
• Remain current on the latest guidelines relative to the job to ensure we are in line with current operational procedures

Qualifications/Job Requirements: 

• Ability to work in a fast-paced environment under time constraints, strong organization skills, manage multiple requests.
• Self-managed (for most of the time)
• Stay on task, focused
• Remote work from home without interference from home duties during business hours
• Professional demeanor
• Capable of sending multiple faxes thru emails, sending emails, outbound call to various insurance companies
• Proficient in Excel and all other Microsoft Suite products
• Must be able to follow-up regularly with insurance companies who do not provide what’s requested
• Organized, proven excellent customer service skills and can do attitude

Education and Skills:

• High School Diploma or equivalent
• No Mortgage experience required
• Basic Excel knowledge needed
• Excellent customer service, time management, communications; oral and written skills a must
• Multi-tasking and prioritization skills necessary
• Excellent analytical skills

• Full benefits
• 401(k) with company match.
• Paid time off.
• Working in a growing and dynamic industry
• LBF is an EOE