Client Contact Coordinator

Client Contact Coordinator acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and assisting clients and/or advisors with service requests.PRIMARY RESPONSIBILITIES: Greeting & assisting clients entering the officeProvide policy documents and identification cards In person, via email or faxAssist clients with billing questions and premium payment processing Including change in payment plansEstablishing EFT or RCC and securing necessary forms/signaturesPull overflow payment messages and return client callsSupport service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellationsObtain necessary signatures on paperworkSupport Risk ConsultantsCall clients if R/C is running behind their scheduled appointmentAttached in Agency Management System applications completed through DocuSignFollow up on applications not completed and returned by clientsPrepare thank you cards and 30 day follow up lettersCalling and scheduling appointments for web-site quote requestsScheduling appointment on the shared office calendarRecord in office client visitsMonitor supplies needs and submit list for orderingClosing dutiesMaking sure the lobby is cleanSecuring documentsClosing the blinds, locking the door and turn off lights, fans, and television KNOWLEDGE, SKILLS & ABILITIES: Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s cultureAbility to learn any other appropriate program or software system used by the firm as necessaryDemonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture EDUCATION & EXPERIENCE: License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferredExperience: None required; 0-2 years insurance experience preferredPrior experience with multi-line phones and basic computer knowledge is required.Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred

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