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Administrative Coordinator

2 months ago

Walnut Creek, California, United States Dynamic Office & Accounting Solutions Full time
Job Summary

We are seeking a highly organized and detail-oriented Administrative Coordinator to join our team at Dynamic Office & Accounting Solutions. As a key member of our support services team, you will play a crucial role in maintaining high service standards, managing client interactions, and ensuring operations run smoothly.

Key Responsibilities
  • Client Service Management: Serve as the primary point of contact for customer inquiries, using your expertise to assess their needs, reference past interactions, and ensure clear, effective communication that keeps their accounts on track.
  • Administrative Support: Manage a range of client services, from updating policies and processing premium payments to handling loan requests, organizing mail, and maintaining our client reminder calendar with premium notices.
  • Reporting and Data Management: Prepare and review detailed monthly and quarterly reports on policy cash values and sub-accounts, ensuring all information is accurate and up-to-date. You will also conduct audits on newly issued policies to guarantee their accuracy.
  • Document Management: Systematize and process data by gathering, organizing, and recording essential documents and information, keeping records precise and accessible.
  • Client Expectation Management: Uphold high service standards by managing client expectations, proactively addressing any potential issues, and keeping client service databases and electronic records current.
  • Collaboration and Account Management: Collaborate on client reviews, account management, and policy performance evaluations, adjusting and restructuring policies as needed to meet client needs.
Requirements
  • Industry Experience: Experience in the life insurance industry is preferred, along with a Bachelor's degree.
  • Technical Skills: Strong proficiency in Office 365, database management, and typing skills, with the ability to quickly learn and follow established procedures.
  • Soft Skills: Detail-oriented and organized with excellent problem-solving skills and the ability to see the bigger picture. Strong interpersonal skills for building relationships with vendors and carriers, combined with persistence in follow-up tasks and confidence in making phone calls.