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Client Service Coordinator

2 months ago

Davenport, Iowa, United States First MainStreet Insurance, L.C. Full time

POSITION TITLE: Client Service Coordinator

REPORTS TO: Operations Department

CLASSIFICATION: Non-exempt EEO CLASSIFICATION: Administrative

POSITION SUMMARY:

The Client Service Coordinator plays a pivotal role in ensuring the provision of exceptional service and support to our esteemed clients. This position entails delivering administrative assistance to the Account Manager, Account Executive, Risk Advisor, and fulfilling various office requirements. The Coordinator will handle all administrative tasks promptly, including data integration and reporting for the team. As part of the dedicated and collaborative team at First MainStreet Insurance, L.C., the Client Service Coordinator will contribute significantly to our operational success.

ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES

  • Establish and maintain strong relationships with clients.
  • Communicate regularly with accounts to proactively address concerns, gather feedback, and identify growth opportunities.
  • Ensure timely completion of assigned tasks to support account management.
  • Manage and report client information to minimize exposure risks.
  • Monitor client satisfaction levels and implement proactive measures to enhance account retention.
  • Assist in marketing new and renewal business alongside a Risk Advisor or Account Manager.
  • Oversee all account-related activities in our agency management system to ensure data accuracy.
  • Handle office operations such as mail, phone communications, and supply management.
  • Seek and develop opportunities to enhance knowledge of industry trends, market conditions, and competitors.
  • Utilize provided tools effectively to manage an assigned book of business efficiently.
  • Maintain confidentiality regarding client and carrier information.
  • Perform additional duties as assigned that are appropriate to the position.

SKILLS & COMPETENCIES

  • Demonstrated experience in service management or a related client-facing role.
  • Proficient in Microsoft Office and capable of quickly learning other applications to optimize efficiency in a paperless environment.
  • Excellent communication and interpersonal skills, enabling effective interaction with clients and stakeholders at all levels.
  • Strong problem-solving abilities with a focus on client satisfaction.
  • Exceptional organizational and time management skills.
  • Collaborative spirit and morale-boosting skills to support a high-performing team.
  • Ability to thrive in a fast-paced and dynamic work environment.

PHYSICAL DEMANDS: The physical demands outlined here represent those that must be met by an employee to successfully perform the essential functions of this role. While executing the duties of this position, the employee is regularly required to communicate verbally and listen for instructions and information. The employee must also be able to sit for extended periods, often in front of a computer monitor, and operate a computer keyboard. Occasionally, the employee may need to lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and the ability to adjust focus.

Summary: This job description aims to outline the normal level of work required by the individual performing the role. The essential job functions detailed are primary duties and responsibilities. Additional duties may be assigned as necessary.

This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.