Client Services Coordinator

2 weeks ago

Melville, New York, United States EPIC Insurance Brokers & Consultants Full time

Insurance Support Specialist

at EPIC Insurance Brokers & Consultants

Position: Insurance Support Specialist

Location: Melville, NY

Department: Commercial Services (Auto Dealer Division)

Key Responsibilities:

  • Conduct audits and endorsements in accordance with company protocols
  • Generate insurance documentation such as certificates, endorsements, loss history reports, and vehicle identification cards
  • Establish and maintain client service activity records, including electronic filing, scanning, and copying of necessary documents
  • Assist with various support tasks as needed
  • Prepare applications utilizing Microsoft Excel
  • Adhere to all internal policies and procedures while ensuring compliance with service performance and quality benchmarks
  • Collaborate with team members to achieve related objectives as required

Qualifications:

  • Preferred: One year of experience in an insurance agency
  • Ability to prioritize multiple tasks and follow instructions from various Account Managers and Producers
  • Strong communication skills, both verbal and written
  • Excellent phone etiquette and interpersonal abilities
  • Capacity to work independently as well as part of a team
  • Proficient in Microsoft Office Suite, particularly in Excel for data entry and formatting
  • Occasional travel between offices for training or mandatory meetings may be necessary
  • Preferred educational background: College degree
  • Brokers license is required and can be obtained post-hire

EPIC Insurance Brokers & Consultants is a prominent player in the insurance sector, recognized for its dedication to diversity and innovation. As an Insurance Support Specialist in our Melville, NY office, you will be integral in assisting our Auto Dealer Division by managing various administrative responsibilities and delivering exceptional customer service. Join our team and benefit from offerings such as 401K matching, a generous leave policy, and more.

EPIC values diversity in all its forms, including thought, background, race, religion, gender, skills, and experience. We are committed to creating a workplace where every employee feels welcomed, valued, respected, and heard. We believe that diversity fosters innovation and that cultivating an inclusive environment empowers our employees to deliver the best results for our clients. We are an Equal Opportunity/Affirmative Action Employer.

  • Client Services Coordinator

    2 weeks ago

    Melville, New York, United States HBK CPAs & Consultants Full time

    Client Support Specialist HBKS Wealth Advisors (HBKS) is a distinguished independent financial planning and wealth management firm, boasting a presence across multiple states with numerous locations and significant assets under management. As a proud member of the HBK CPAs and Consultants family, which ranks among the top 50 accounting and business...

  • Client Services Coordinator

    2 weeks ago

    Melville, New York, United States HBK CPAs & Consultants Full time

    Client Support Specialist HBKS Wealth Advisors (HBKS) is a distinguished independent financial planning and wealth management firm, boasting a presence across multiple states with 14 locations and managing approximately $6 billion in assets. As a member of the HBK CPAs and Consultants (HBK) family, which ranks among the top 50 accounting and business...

  • Laboratory Client Services Technician

    2 weeks ago

    Melville, New York, United States Pace® Analytical Services Full time

    About Pace Analytical ServicesPace Analytical Services is committed to enhancing safety and environmental health across various sectors. We provide extensive laboratory services to businesses, industries, consulting firms, and government entities. We are currently looking for a Client Services Tech 1 to contribute to our mission.Primary...

  • Laboratory Client Services Technician

    2 weeks ago

    Melville, New York, United States Pace® Analytical Services Full time

    About Pace Analytical ServicesPace Analytical Services is committed to enhancing safety and environmental health across various sectors. We provide comprehensive laboratory services to businesses, industries, consulting firms, and government entities. We are currently seeking a Client Services Tech 1 to contribute to our mission.Primary...

  • Laboratory Client Services Technician

    2 weeks ago

    Melville, New York, United States Pace® Analytical Services Full time

    About Pace Analytical ServicesPace Analytical Services is committed to enhancing safety and environmental health across various sectors. We provide extensive laboratory services to businesses, industries, consulting firms, and government entities. We are currently looking for a Client Services Tech 1 to contribute to our mission.Core...

  • Client Services Technician I

    2 weeks ago

    Melville, New York, United States Pace® Analytical Services Full time

    About Pace Analytical ServicesPace Analytical Services is committed to enhancing safety and environmental health across various sectors. We provide extensive laboratory services to businesses, industries, consulting firms, and government entities. We are currently looking for a Client Services Tech 1 to contribute to our mission.Primary...

  • Laboratory Client Services Technician

    2 weeks ago

    Melville, New York, United States Pace® Analytical Services Full time

    About Pace Analytical ServicesPace Analytical Services is committed to enhancing safety and environmental health across various sectors. We provide extensive laboratory services to businesses, industries, consulting firms, and government entities. We are currently looking for a Client Services Tech 1 to contribute to our mission.Primary...

  • Insurance Client Service Representative

    4 days ago

    Melville, New York, United States Brian Gill - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as an Account Associate. As a key member of our State Farm Agent team, you will play a vital role in delivering exceptional client experiences and driving the growth of our insurance agency.Key ResponsibilitiesEstablish and Maintain Customer Relationships: Build...

  • Client Services Representative II

    2 weeks ago

    Melville, New York, United States Canon USA & Affiliates Full time

    About the RoleThis position requires advanced expertise in operational procedures and the ability to delegate tasks effectively among team members.Your ImpactMain Responsibilities:Quickly notifies supervisors of any potential issues or client concerns.Reviews and addresses management and client inquiries through various communication channels.Maintains a...

  • Client Services Representative II

    2 weeks ago

    Melville, New York, United States Canon USA & Affiliates Full time

    About the RoleDemonstrates advanced expertise in operational procedures and site management, with the capability to delegate tasks effectively among team members and oversee shared responsibilities.Your ImpactMain Responsibilities:Quickly alerts management of potential issues or client concerns.Timely reviews and addresses requests from management and...

  • Client Relations Specialist

    1 week ago

    Melville, New York, United States Randstad Full time

    Position OverviewWe are in search of a dedicated and skilled Customer Support Associate to manage all facets of client inquiries and requests for our organization. In this capacity, you will oversee product selection, sample and catalog requests, non-stock items, basic returns, price quotes, special pricing, and order status for both domestic and...

  • Client Support Specialist

    1 week ago

    Melville, New York, United States Randstad Full time

    Position Overview:We are looking for a dedicated and skilled Customer Service Representative to manage all facets of client inquiries and requests for our organization. In this capacity, you will oversee product selection, sample and catalog requests, non-stock items, basic returns, price quotes, special pricing, and order status for both domestic and...

  • Client Support Specialist

    2 weeks ago

    Melville, New York, United States Randstad Full time

    Position Overview:We are looking for a dedicated and skilled Customer Service Representative to manage various aspects of client inquiries and requests for our organization. In this capacity, you will handle product selections, sample and catalog inquiries, non-stock item requests, basic returns, pricing inquiries, special pricing, and order status for both...

  • Financial Services Representative

    5 days ago

    Melville, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial solutions, dedicated to helping individuals and businesses achieve their long-term goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial strategies to meet the unique needs of our clients.Job SummaryWe...

  • Financial Services Representative

    4 days ago

    Melville, New York, United States Equitable Services Full time

    About Equitable ServicesEquitable Services is a leading provider of financial services, dedicated to helping individuals and businesses achieve their long-term financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and providing tailored financial solutions to meet the unique needs of our clients.Job...

  • Client Experience Specialist

    6 days ago

    Melville, New York, United States Brian Gill - State Farm Agent Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative at Brian Gill - State Farm Agent. As a key member of our team, you will play a vital role in generating exceptional client experiences that drive the growth of our successful insurance agency.Key ResponsibilitiesEstablish...

  • Account Coordinator

    7 days ago

    Melville, New York, United States GLOBAL FACILITY MANAGEMENT Full time

    About UsGlobal Facility Management & Construction Inc. is a dynamic and innovative organization that specializes in building and managing cutting-edge properties. With a strong commitment to inclusivity, equity, and employee engagement, we strive to create a work environment that fosters growth, creativity, and collaboration.Job SummaryWe are seeking a...

  • Medical Services Coordinator

    7 days ago

    Melville, New York, United States LifeStance Health Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Medical Services Coordinator to join our team at LifeStance Health. As a key member of our operations team, you will be responsible for providing administrative support to our medical staff and ensuring the smooth day-to-day operations of our medical services department.Key...

  • Account Coordinator- Advertising

    1 month ago

    Melville, New York, United States Prestige Full time

    Account CoordinatorWe are currently seeking an Account Coordinator to support our team and assist in meeting the demands of our clients. In this role, you will receive training and guidance from experienced professionals in the following areas:Talent Acquisition: Gain skills in knowledge transfer and client services, focusing on teamwork and growth...

  • Office Coordinator

    2 weeks ago

    Melville, New York, United States MGO Full time

    Job Title: Administrative Assistant Company: MGO – (Macias, Gini & O'Connell LLP) Overview: At MGO, we prioritize the welfare of our employees, fostering an environment where they can excel and provide outstanding service to our clients. Our firm operates across various sectors including cannabis, sports, entertainment, technology, and government,...