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Client Service Coordinator

About Physicians Thrive

Physicians Thrive is the only contract review provider who gives physicians unlimited access to both a licensed attorney and a financial planner during the review & negotiation process. At Physicians Thrive, we’re here to help you understand and negotiate your contract before you sign.

Call Us: 877-744-9474

About this Position

Client Service Coordinators assist our team of wealth advisors with implementing various financial plans and insurance opportunities. They serve as the main point of contact for clients once a plan or policy has been chosen to assist with delivering the correct documents to both the client and the insurance provider or investment management company.

Responsibilities include:

  • Servicing new accounts and existing policies
  • Managing the underwriting policy for new insurance opportunities
  • Work as a liaison to coordinate consultations with clients and advisors