Client Service Event Coordinator
Law Offices Of David L Carrier P C•Grand Rapids, MI
•Hybrid
About The Position
The Client Service Event Coordinator for our Grand Rapids location, with some travel to our Holland, Norton Shores, Portage offices, and any other event centers as needed, will be our clients point of contact throughout the Estate Planning process. They will also be responsible for executing companywide events. The ideal candidate must have outstanding people skills, proven sales background, excellent follow-up skills, ability to multi-task, and genuinely want to impact someone’s life.
Requirements
- 1-3 years sales experience
- Proficient in all Microsoft office programs, specifically Excel
- Excellent communication skills both verbal and written
- Has a heart for seniors and making a difference every day
Responsibilities
- Coordinate company events including but not limited to the company Christmas party and the annual Car Cruise
- All preparation and management of workshops including but not limited to, scheduling, registration, room set-up, ZOOM webinar, sign-up clients, and client follow-through the sales funnel, tracking results on excel, and achieving conversion goals.
- Partnering with the Client Service Supervisor to evaluate results, successes, and ideas for improvement.
- Client service – Answer, transfer, document calls. Create statements, accept payments, and draft letters.
- Administrative – Maintain clean office, order/monitor supplies, ensure the highest standards for our clients and team members.
Benefits
- Medical and Dental
- Vision
- Short-term Disability
- PTO and Holidays
- Pine Rest – Employee Assistance Program (EAP)
- 401(k) with 3% match
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
