Client Contact Coordinator

Baldwin Group Colleague • The Villages, FL

24d

About The Position

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.

Requirements

• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
• Ability to learn any other appropriate program or software system used by the firm as necessary
• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
• 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
• Prior experience with multi-line phones and basic computer knowledge is required.

Nice To Haves

• 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 preferred
• None required; 0-2 years insurance experience preferred
• Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred

Responsibilities

• Greeting & assisting clients entering the office
• Provide policy documents and identification cards In person, via email or fax
• Assist clients with billing questions and premium payment processing Including change in payment plans
• Establishing EFT or RCC and securing necessary forms/signatures
• Pull overflow payment messages and return client calls
• Support service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellations
• Obtain necessary signatures on paperwork
• Support Risk Consultants
• Call clients if R/C is running behind their scheduled appointment
• Attached in Agency Management System applications completed through DocuSign
• Follow up on applications not completed and returned by clients
• Prepare thank you cards and 30 day follow up letters
• Calling and scheduling appointments for web-site quote requests
• Scheduling appointment on the shared office calendar
• Record in office client visits
• Monitor supplies needs and submit list for ordering
• Closing duties
• Making sure the lobby is clean
• Securing documents
• Closing the blinds, locking the door and turn off lights, fans, and television

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed