Client Relations Coordinator

2 weeks ago

Windsor, Connecticut, United States Morris Group, Inc. Full time
Job Overview

About Us:

Morris Group, Inc. is a prominent machine tool distribution network in North America, recognized as a USA Today Top Workplace. As a family-owned enterprise in its third generation, we are dedicated to assisting manufacturers of precision machined components in enhancing their productivity and maintaining a competitive edge in the global market.

Position Summary:

We are currently seeking a diligent and proactive Customer Service Admin to join our team in Windsor, CT. This role is essential in ensuring effective communication between our clients and financial institutions, while also providing support in processing financing transactions.

Key Responsibilities:

  • Act as a liaison between clients and billing service centers.
  • Investigate and resolve misdirected payments.
  • Process payoff requests, ensuring accuracy and proper documentation of accounts marked as paid in full.
  • Assist with contract payments, insurance billing, and collections.
  • Maintain comprehensive records of all client interactions and notes within our system.
  • Handle filing, scanning, and general office tasks, including managing incoming and outgoing mail and ordering supplies.
  • File UCC financing statements accurately.
  • Request and verify insurance certificates for correctness.
  • Facilitate simple equipment finance transactions.
  • Provide general administrative support as needed.

Qualifications:

  • Associate degree in Business Administration or relevant experience; familiarity with equipment leasing is advantageous.
  • Strong verbal and written communication skills coupled with effective problem-solving abilities.
  • Detail-oriented and organized, capable of managing multiple tasks in a fast-paced environment with minimal supervision.
  • Adept at prioritizing workload in a dynamic setting with shifting demands.
  • Exceptional customer service and time management skills.
  • Solid mathematical skills; experience in a financial context is beneficial.
  • Proficient in Microsoft Office Suite; knowledge of additional financial software is a plus.

Additional Information:

  • Perform related duties as necessary.

Employee Benefits:

We value our employees and offer a comprehensive benefits package to support their success both professionally and personally:

  • Competitive starting salary.
  • Comprehensive health benefits, including a zero premium medical plan, vision, dental, and company-paid life insurance.
  • Generous Paid Time Off, starting with 23 days in the first year.
  • 10 Company Paid Holidays.
  • 401(k) retirement plan with company contributions.
  • Tuition reimbursement programs.
  • Employee appreciation events and perks.
  • Employee Assistance Program.

Physical and Mental Requirements:

  • Must be mobile and able to access all areas of the workplace.
  • Ability to focus and prioritize multiple tasks and responsibilities.
  • Capable of performing physical tasks, including lifting moderate to heavy materials up to 50 lbs.
  • Frequent use of hands for various tasks.
  • Vision requirements include close, distance, peripheral vision, depth perception, and the ability to adjust focus.
  • Maintain composure in stressful situations with clients and colleagues.

Morris Group, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, sexual orientation, gender identity, or any other protected class.

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