Insurance Client Service Coordinator
Core
Entry-level client service coordinator providing day-to-day support to Property & Casualty teams and clients, acting as the first point of contact for inquiries and assisting with renewals, marketing, and service delivery.
Role type
Entry-level client service coordinator
Builds
Client service plans, proposals, and presentations for middle market to large accounts in auto dealership and golf industries
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Microsoft Office (Excel, Word, Outlook, PowerPoint), customer service, data assimilation, project management, written and verbal communication, problem solving
Preferred skills
Property and Casualty Insurance License, 2 years relevant experience
Technologies
Microsoft Office suite
Responsibilities
Respond to internal/external inquiries on online services, assist clients with online service platforms, prepare RFPs and client presentations, support renewal and onboarding processes, participate in external marketing campaigns, manage workflow and priorities
Seniority
Entry-level, self-starter
