Client Relations Coordinator

2 weeks ago


Southampton, Massachusetts, United States Mulberry Recruitment Full time
Overview:
Join Mulberry Recruitment as a Client Relations Coordinator, where you will play a vital role in supporting our expanding team.

We are in search of a candidate with a solid background in customer service or administration, ideally within the Financial Services or Private Healthcare sectors.

Key Responsibilities:
1. Manage the daily operations of assigned client accounts, ensuring seamless service delivery.
2. Build and nurture professional relationships with Sales Executives, Clients, and Insurers across all levels.
3. Serve as the primary contact for administrative inquiries from clients, providers, and internal teams.
4. Proactively address queries from clients and insurers, adhering to service level agreements and keeping all stakeholders informed.

5. Initiate and oversee the collection of essential data for client scheme renewals, ensuring precision and assisting with data analysis as needed.

Reporting:
6. Prepare client reports as requested by the Sales Consultant.
7. Review all correspondence for accuracy and address discrepancies appropriately.

8. Maintain up-to-date client records and internal systems, including new business, retention, and financial data.

Flexibility:
9. Be willing to work beyond standard hours when business demands require it.
10. Take on additional tasks as necessary.
11. Provide exceptional telephone support for both internal and external communications, including interactions with insurers, clients, and colleagues.
12. Handle complaints effectively and escalate issues as needed.
13. Contribute to team performance through regular communication with colleagues and management, identifying concerns and proposing solutions.
14. Ensure adherence to local procedures, customer service standards, and compliance with financial and industry regulations.
15. Engage in training aligned with personal development objectives.
16. Stay informed about product and technical advancements relevant to this role.

17. Actively pursue personal growth by enhancing technical and industry knowledge, including pursuing industry-recognized qualifications and participating in training opportunities.

Continuous Improvement:
18. Recommend and implement process and service enhancements, actively participating in team initiatives and advocating for positive change.
19. Undertake additional tasks as reasonably required by the organization.
Benefits:
- 26 days of annual leave plus public holidays.
- Opportunities to gain CII or ACII qualifications to enhance your expertise and career trajectory.
- Pension plan for future security.
- Comprehensive support for physical and mental well-being available 24/7.
- One paid volunteering day to contribute to community initiatives.
- Recognition through The Spotlight Awards, celebrating outstanding talent within our organization.


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