Client Coordinator

Aston CarterRichfield, OH
$20 - $25Onsite

About The Position

The Client Coordinator serves as a key point of contact for customers and business partners, ensuring a seamless and professional customer experience. This role manages inbound customer communications, maintains and updates client information, supports customer portals, and provides comprehensive administrative support. The Coordinator is cross-trained across two critical support functions within the organization and provides backup coverage for both teams as needed, helping to maintain continuity of service and operational efficiency in a growing, dynamic environment.

Requirements

  • 2+ years of experience in customer service, administrative support, insurance operations, or a closely related field preferred.
  • Strong verbal communication skills, with the ability to speak clearly, professionally, and effectively with customers and business partners.
  • Strong written communication skills, including the ability to compose clear, concise, and accurate messages and documentation.
  • Excellent organizational skills, with the ability to manage information, tasks, and priorities effectively.
  • High attention to detail to ensure accuracy in client records, customer portals, and administrative documentation.
  • Ability to manage multiple tasks simultaneously in a fast-paced environment while maintaining quality and accuracy.
  • Proficiency with Microsoft Office Suite, including Outlook, Excel, and Word.
  • Ability to work independently with minimal supervision while taking ownership of assigned responsibilities.
  • Ability to collaborate effectively within a team environment and support colleagues as needed.

Nice To Haves

  • Experience working with customer portals, databases, or CRM systems preferred.
  • Background in insurance operations or similar customer-focused industries is beneficial.
  • Comfort working with different phone systems, including automatic dialers and standard phone systems.
  • Demonstrated ability to adapt to changing priorities and support multiple teams.
  • Interest in contributing to a growing organization with opportunities for long-term development.

Responsibilities

  • Serve as a primary point of contact for customers and business partners, responding promptly and professionally to inbound calls, emails, and other communications.
  • Manage inbound customer communications using multiple phone systems, including both automatic dialer and non-automatic systems, and ensure calls are handled efficiently and accurately.
  • Maintain accurate and up-to-date client information in internal systems, databases, and customer portals.
  • Update and manage customer portals to ensure information is current, complete, and accessible to internal stakeholders and external partners.
  • Provide administrative and clerical support to the team, including data entry, document preparation, and record maintenance.
  • Support two critical internal support functions by being cross-trained on their processes and tools, and provide backup coverage to both teams as needed.
  • Coordinate with internal teams to resolve customer issues, answer questions, and ensure a high level of service and satisfaction.
  • Organize and prioritize daily tasks to manage multiple responsibilities in a fast-paced environment while maintaining strong attention to detail.
  • Collaborate with colleagues in an office setting to share information, streamline workflows, and support overall operational efficiency.
  • Work both independently and as part of a team to meet service expectations and contribute to the organization’s growth.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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