Client Experience Coordinator

2 weeks ago

Bedford, Texas, United States Markel Full time
{"title": "Client Experience Coordinator", "description": "Key Responsibilities

As a Client Experience Coordinator at Markel, you will play a vital role in providing administrative support for account management. Your primary objective will be to assist in achieving objectives for retention, profitability, and training.

Essential Functions:
  • Prepare custom client presentations, including data compilation, research, and final production materials.
  • Spearhead client event/site visit planning, including vendor research, client contact, meeting room setup, and home office staff participation, all within established budgets.
  • Track expenditures for compliance with company travel expense policies and budget guidelines, including expense report reconciliation and payment processing.
  • Compile, prepare, and distribute monthly/quarterly/ad hoc management reports to internal/external customers.
  • Schedule, attend, take, and distribute minutes for internal/external meetings.
  • Provide coverage for the front desk by routing calls, greeting/announcing visitors in a professional manner.
  • Distribute and prepare Client Services correspondence as needed.
  • Place supply orders for the Client Services group and distribute.
  • Maintain minimum standards for abandon rate, average seconds to answer calls, and percentage of phone calls.
Additional Responsibilities:
  • Coordinate, backup, and cross-train with other positions as needed.
  • Complete and oversee special projects as assigned.
  • Act as company liaison for internal and external customers in a confidential manner.
Requirements:
  • Typing of 40 WPM minimum without error.
  • Ability to take direction, recognize, and prioritize tasks with minimal supervision.
  • Must be well-organized with attention to detail.
  • Possess strong organizational/time management skills.
  • Possess strong written/oral communication skills.
  • Possess strong customer service skills.
  • Possess good mathematical and analytical skills.
  • Advanced knowledge of Microsoft Office - Word, Excel, PowerPoint (2007 or later version preferred).
  • Intermediate knowledge of desktop publishing program(s) preferred (ex. Adobe InDesign).
  • Bilingual (Spanish) preferred but not required.
  • Knowledge of multi-line phone system preferred but not required.
  • Ability to maintain customer confidentiality, both internal and external.
Education/Experience:
  • High School Diploma or equivalent required.
  • 3 years of work-related experience or college degree preferred.
  • Must possess a valid Driver's License with a good driving record.
  • Minimum 6 months experience on high volume, multi-line phone system preferred.
Markel Values:

We're all about people. We win together. We strive for better.

We enjoy the everyday. We think further.

In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.

  • We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees' needs at all stages of life.
  • All full-time employees have the option to select from multiple health, dental, and vision insurance plan options and optional life, disability, and AD&D insurance.
  • We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays, and floating holidays, parental leave.
  • Markel offers hybrid working schedules of 3 days in the office and 2 days remote.
Equal Opportunity Employer:

Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic.

This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.

Should you require any accommodation through the application process, please send an e-mail to the

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