Pre-Need Coordinator

Physicians Mutual is seeking a Pre-Need Liaison 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.

• 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 issues
• Coordinate across Licensing, Contracting, Commissions, and Operations to align priorities and execute partner requirements
• 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

• Bachelor’s degree in business, insurance, or related field preferred (or equivalent experience)
• 3-5 years of experience in licensing, contracting, commissions, or insurance operations
• Experience supporting agent onboarding and working with external partners preferred
• Strong understanding of licensing, contracting, and commission processes
• Ability to exercise independent judgment and manage multiple priorities
• Strong problem-solving, analytical, and organizational skills
• Excellent communication and relationship-building abilities
• High attention to detail, especially with compensation-related information
• Proficiency with Excel and workflow or case management systems

Health. Life. Retirement. The Physicians Mutual family empowers people from all walks of life to enjoy the financial security they deserve. That’s what Insurance for all of us® is about.

The Physicians Mutual family includes Physicians Mutual Insurance Company, Physicians Life Insurance Company and Physicians Select Insurance Company. Physicians Mutual offers reliable dental and supplemental health insurance, and pet insurance. Physicians Life provides important life insurance, Medicare Supplement insurance and coverage for funeral pre-planning. Physicians Select Insurance Company additionally offers exclusive Medicare Supplement insurance.

Since our start in 1902, our dedication to delivering on our promise has helped make us one of the nation’s leading health and life insurance providers. In fact, we are rated in the top 1% of insurance companies. We consistently maintain some of the highest financial strength ratings in the nation from independent insurance analysts, including A.M. Best Company and Weiss Ratings, ensuring we’ll be there for our policyowners and our employees far into the future.

But the achievement we’re most proud of? We have a 95% customer satisfaction rating — a true sign of a company dedicated to embodying its vision.