Client Contact Coordinator

3 weeks ago


The Villages, United States The Villages Insurance Full time

Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond).

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.

PRIMARY 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
KNOWLEDGE, SKILLS & ABILITIES:
  • 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
EDUCATION & EXPERIENCE:
  • License: Maintains 4-40 licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions.
  • Experience: 0-2 years insurance experience preferred
  • Prior experience with multi-line phones and basic computer knowledge is required.
  • Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred
Special Working Conditions:
  • Fast paced, multi-tasking environment.
Important Notice:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization.


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