Client Service Coordinator

Patriot Growth Insurance Services and Partner Agencies•Cheshire, CT

5d•Onsite

About The Position

We are seeking a professional and detail-oriented Client Services Coordinator to serve as the first point of contact for visitors and clients. This role supports daily office operations by managing communications, coordinating administrative tasks, and ensuring a welcoming and organized environment. The ideal candidate is highly organized, service-oriented, and able to manage multiple responsibilities efficiently in a fast-paced setting.

Requirements

Proven experience as a receptionist, administrative assistant, or in a similar role.
Strong communication and interpersonal skills, with a professional and client-focused approach.
Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
High attention to detail and strong problem-solving abilities.
Ability to manage multiple responsibilities in a fast-paced office environment.
Discretion and professionalism when handling sensitive or confidential information.

Nice To Haves

Associate degree in Business Administration or a related field preferred.
Experience in a corporate or professional office environment preferred.

Responsibilities

Serve as the first point of contact by greeting and assisting visitors in a professional and friendly manner.
Manage incoming calls, emails, and inquiries, directing them to the appropriate team members.
Monitor and distribute incoming and outgoing mail, including USPS, FedEx, and fax communications.
Maintain an organized and professional reception area and support overall office operations.
Track and manage office supply inventory, ensuring timely ordering and availability.
Process Property & Casualty client payments, cancellations for non-pay, and policy reinstatements.
Retrieve and distribute policy and renewal documents from carrier websites for both Personal Lines and Commercial Lines.
Support Employee Benefits operations by distributing renewal proposals, late payment notices, and assembling open enrollment materials.
Assist with administrative projects, workflow coordination, and other tasks as assigned.