Client Services Coordinator - Orlando, FL Area

Charles Taylor•Orlando, FL

6d•Onsite

About The Position

Charles Taylor is a global provider of professional services to the insurance industry. Contego Investigative Services, LLC, a division of Charles Taylor, is a leading nationwide Investigative Services company. This is a full-time, in-office position located in Maitland, Florida. The Client Services Coordinator is responsible for receiving and processing new investigative assignments, communicating directly with clients, and accurately entering assignment information into the case management system. This position assists with preliminary case setup, reviews incoming requests for necessary information, and works with clients and internal team members to obtain clarification or additional details when needed. The role also involves managing incoming and outgoing mail, preparing documents for mailing or shipment, receiving and uploading evidence and case-related materials, and ensuring all materials are properly routed and associated with the appropriate assignments. This is a fast-paced role that requires exceptional customer service, strong attention to detail, and the ability to manage multiple priorities. The ideal candidate is organized, dependable, comfortable communicating directly with clients, and able to work independently while taking initiative. Training is provided, with opportunities for growth within the company.

Requirements

Exceptional customer service skills and a professional, personable approach to client communication.
Strong attention to detail and commitment to accuracy.
Excellent written and verbal communication skills.
Strong organizational and time management skills.
Ability to prioritize and multitask in a fast-paced environment.
Ability to manage competing priorities while maintaining accuracy and responsiveness.
Strong data entry and computer skills.
Ability to learn new software, systems, and processes quickly.
Ability to write clear and professional business emails.
Professional telephone communication skills.
Strong interpersonal skills and ability to work cooperatively with others to achieve a common goal.
Ability to take direction, follow up, take initiative, and complete tasks in a timely manner.
Adaptability, initiative, and dependability.
Ability to work independently while recognizing when clarification or assistance is needed.
Ability to maintain absolute confidentiality with respect to client, case, and Company information.
Competent personal computer skills using Microsoft Office applications, electronic mail systems, and routine database activity.
Ability to maintain regular and acceptable attendance at such level as determined in the Company's sole discretion.

Nice To Haves

Previous customer service, administrative, receptionist, client services, or data entry experience preferred.
Experience working in a fast-paced office environment preferred.
Previous insurance or investigative industry experience is a plus, but not required.

Responsibilities

Receive, acknowledge, and process new investigative assignments from clients.
Accurately enter assignment information, client instructions, and supporting documentation into the case management system.
Review incoming assignments for completeness and identify missing or unclear information.
Communicate directly with clients by phone and email regarding new assignments, questions, missing information, and clarification of investigative requests.
Coordinate with regional management, Sales, and other internal team members when additional information or clarification is needed.
Assist with preliminary case setup and other initial case-related tasks before assignments are moved forward.
Receive, sort, and process incoming mail and ensure materials are routed appropriately.
Prepare and process outgoing mail, correspondence, documents, and case-related materials.
Coordinate shipping and mailing of evidence or other materials as needed.
Receive incoming evidence, documents, media, and other case-related materials and accurately upload or associate them with the appropriate case.
Maintain organized and accurate electronic and physical records.
Assist with additional Client Services and administrative responsibilities as needed.