Service Coordinator

3 weeks ago

New York, New York, United States NFP Full time
Job Summary

We are seeking a highly skilled Service Coordinator to join our team at NFP. As a Service Coordinator, you will play a critical role in supporting our clients and partners in the client service process.

Key Responsibilities

Premium Retention:

  • Proactively identify and notify clients of overdue insurance premiums.
  • Track all attempts and progress in MOSAIC and keep the Relationship Manager and Client Service Associate informed of problematic cases.
  • Interact with clients, Relationship Managers, Client Service Associates, and internal departments to ensure proper and timely execution of client requests.
  • Inform clients on various payment options and facilitate transactions.
  • Research and follow through on information requests and assist with problem resolution.
  • Identify potential new sales opportunities through premium retention communications with clients.

Client Service:

  • Process all insurance policy service requests, including address, beneficiary/ownership changes, premium mode changes, values, loans, and disbursement requests.
  • Run inforce illustrations and create one-pagers as requested by the Partner.
  • Create policy summaries at the request of the Partner for review meetings.
  • Interact daily with insurance carriers and vendors to ensure proper and timely execution of client service requests.
  • Follow through on requests and resolve client and/or service-related matters.
  • Answer calls and emails from clients, gather critical information, assess the type of inquiry, and determine the level of complexity.
  • Communicate and set the appropriate expectations on the timeline of deliverables and conduct timely follow-ups as needed.
  • Manage and monitor requests within internal systems and refer changes to the carrier while maintaining oversight of delivery for timeliness and accuracy.
  • Coordinate with internal business departmental partners to ensure client needs are met and anticipate potential problems.
  • Work with appropriate resources to resolve service inquiries.
  • Develop and maintain business partnerships to ensure service issues are managed proactively, accurately, and effectively.
  • Participate in regularly scheduled feedback, training, and information exchange sessions with key business areas.
  • Ensure data accuracy by routinely updating information in MOSAIC and maintaining client files.
Requirements

Education:

  • Bachelor's Degree Preferred

Experience:

  • 3 to 5 years of experience in the financial services industry or equivalent combination of education and work experience

License Requirements:

  • Life & Health Preferred
What We Offer

NFP is proud to offer a competitive salary, PTO, paid holidays, 401(k) with match, exclusive discount programs, health and wellness programs, and more. Our people-first culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $42,000 - $70,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

  • Service Coordinator

    4 weeks ago

    New York, New York, United States Community Access Inc Full time

    Job Title: Service CoordinatorCommunity Access Inc is seeking a dedicated Service Coordinator to join our team. As a Service Coordinator, you will play a vital role in supporting individuals with psychiatric disabilities, histories of homelessness, and substance use.Job Summary:The Service Coordinator will provide support services to assigned program...

  • Service Coordinator

    1 month ago

    New York, New York, United States Concern Housing Full time

    About Concern HousingConcern Housing is a non-profit agency dedicated to providing housing and support services to individuals and families in need. Our mission is to empower people to live with dignity and independence.Job SummaryWe are seeking a highly motivated and compassionate Service Coordinator to join our team. As a Service Coordinator, you will be...

  • Service Coordinator

    4 weeks ago

    New York, New York, United States MV Transportation, Inc. Full time

    MV Transportation is seeking a professional to oversee the day-to-day route operations, ensuring compliance with client and company procedures. As a key member of the dispatch team, you will work closely with dispatch supervisors to direct the flow of transportation services.Key Responsibilities:Coordinate with dispatch supervisors to manage route...

  • Conference Services Coordinator

    4 weeks ago

    New York, New York, United States kay search group Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Conference Services Coordinator to join our team at Kay Search Group.The ideal candidate will have prior experience in a reception or conference service role, preferably in a law firm or hospitality environment.The Conference Services Coordinator will be responsible for reserving conference...

  • Service Coordinator

    4 weeks ago

    New York, New York, United States ThreePDS Inc. Full time

    Job Title: Service ReceptionistAt ThreePDS Inc., we are seeking a highly skilled and detail-oriented Service Receptionist to join our Fixed Operations team. As a key member of our team, you will play a crucial role in supporting our business unit with administrative and analytical tasks.Responsibilities:Assist Service Management with reporting and data...

  • Social Services Coordinator

    4 weeks ago

    New York, New York, United States SEBCO Full time

    Job SummaryWe are seeking a highly motivated and experienced Social Services Coordinator to join our team at SEBCO. The successful candidate will be responsible for providing case management services to homeless families, including intake and assessment, client file maintenance, and coordination of services with community agencies.Key...

  • Social Services Coordinator

    4 weeks ago

    New York, New York, United States Cherokee Nation Businesses Full time

    Job SummaryWe are seeking a highly skilled and compassionate Social Services Coordinator to join our team at Cherokee Nation Businesses. As a key member of our community outreach team, you will play a vital role in delivering trauma-informed social services to migrant and asylum-seeking individuals and families in New York City.Key ResponsibilitiesDeliver...

  • Office Services Coordinator

    4 weeks ago

    New York, New York, United States Career Group Full time

    Job TitleOffice Services CoordinatorA leading Private Equity firm is seeking a highly organized and detail-oriented Office Services Coordinator to assist with the day-to-day facilities management of their high-end office. This is an excellent opportunity for a proactive and trustworthy individual who enjoys this type of work.Responsibilities include:Stocking...

  • Healthcare Services Coordinator

    1 month ago

    New York, New York, United States Body Harmony Physical Therapy Full time

    Job SummaryBody Harmony Physical Therapy is seeking a skilled Patient Care Coordinator to join our team. As a key member of our healthcare team, you will play a vital role in ensuring the smooth delivery of patient care services.Key ResponsibilitiesPatient Communication and SupportEstablish and maintain effective communication with patients, healthcare...

  • Social Services Coordinator

    3 weeks ago

    New York, New York, United States Urban Resource, LLC Full time

    Job SummaryUrban Resource, LLC is seeking a highly skilled and compassionate Social Services Coordinator to join our team. As a key member of our residential program, you will provide direct client-driven case management services to help individuals resolve or mitigate barriers to securing and maintaining safety and appropriate services.Key...

  • Client Service Coordinator

    4 weeks ago

    New York, New York, United States Guidepoint Full time

    Client Service CoordinatorGuidepoint is a leading research enablement platform that empowers clients to make informed decisions. As a Client Service Coordinator, you will play a crucial role in overseeing client administration, booking consultations, and tracking projects. This position offers a remote work opportunity within the United States, with east...

  • Social Services Coordinator

    4 weeks ago

    New York, New York, United States Goddard Riverside Community Center Full time

    Job Title: Social Services CoordinatorGoddard Riverside Community Center is seeking a highly motivated and experienced Social Services Coordinator to join our team. As a key member of our Education and Workforce Program, you will work closely with participants to address barriers, formulate treatment plans, and assist them in meeting their goals.Key...

  • Client Services Coordinator

    1 month ago

    New York, New York, United States The Goodkind Group Full time

    About UsThe Goodkind Group is a prestigious law firm located in the heart of New York City, dedicated to providing exceptional legal services to our clients. Our team is committed to fostering a collaborative and professional environment.Position OverviewWe are seeking a detail-oriented and proactive Client Services Coordinator to join our team. In this...

  • Food Service Coordinator

    4 weeks ago

    New York, New York, United States Little Hen Full time

    Job OverviewLittle Hen, a charming English-inspired breakfast and brunch boutique, seeks a skilled Food Service Coordinator to ensure seamless communication between the kitchen and front-of-house staff. This role requires a detail-oriented individual with excellent communication skills to coordinate and organize processes, ensuring efficient service and...

  • Patient Services Coordinator

    4 weeks ago

    New York, New York, United States Mount Sinai Health System Full time

    About the RoleThe Patient Services Coordinator plays a vital role in ensuring the delivery of high-quality patient care. As a liaison between patients, physicians, and clinical staff, this individual is responsible for coordinating patient care activities and ensuring seamless communication throughout the healthcare process.Key ResponsibilitiesCollaborate...

  • Social Services Coordinator

    4 weeks ago

    New York, New York, United States Momentum Resource Solutions Full time

    Job Title: Social Services CoordinatorWe are seeking a highly motivated and experienced Social Services Coordinator to join our team at Momentum Resource Solutions. The successful candidate will be responsible for providing compassionate and high-quality services to individuals and families in the communities we serve.Key Responsibilities:Conduct...

  • Social Services Coordinator

    4 weeks ago

    New York, New York, United States Urban Resource Institute Full time

    Job SummaryWe are seeking a highly skilled and compassionate Social Services Coordinator to join our team at Urban Resource Institute. The successful candidate will provide direct client-driven case management services to help individuals resolve or mitigate barriers to securing and maintaining safety and appropriate services.Key ResponsibilitiesDevelop and...

  • Food Service Coordinator

    4 weeks ago

    New York, New York, United States Abacus Full time

    Job Summary:Abacus is seeking a reliable and detail-oriented Food Service Coordinator to join our team. As a Food Service Coordinator, you will be responsible for the safe and timely delivery of food to our office. This role requires excellent communication skills, a positive attitude, and the ability to work independently.Key Responsibilities:Track all...

  • Financial Services Coordinator

    3 weeks ago

    New York, New York, United States Collabera Full time

    Job Title: Financial Services CoordinatorJob Summary: We are seeking a highly organized and detail-oriented Financial Services Coordinator to join our team at Collabera. The successful candidate will be responsible for performing accurate counting and inventory of securities and financial documents within a secure Vault Count Room.Key...

  • Social Services Coordinator

    3 weeks ago

    New York, New York, United States NYC Health Hospitals Full time

    At NYC Health + Hospitals, we are committed to delivering high-quality care services to our patients, particularly those who are homeless and in need of comprehensive support.The Social Worker will play a critical role in providing and collaborating with internal and external sources to provide comprehensive services to homeless safety net patients.Key...