Client Service Specialist / Office Coordinator

Job Description

Job Description

Position Summary

The Client Service Specialist / Office Coordinator provides administrative and client services support to the insurance team, ensuring smooth day-to-day operations. This position involves servicing prospective and existing clients, reporting, handling client inquiries, scheduling, processing policy documentation, maintaining records, quality control, marketing and assisting with office coordination of staff while upholding compliance and confidentiality standards.

Key Responsibilities

· Schedule policy delivery appointments upon receipt of policies

· Send out annual review reminder emails/calls and set appointments

· Send out additional premium reminder letters

· Hold annual reviews and update transfer history, making sure it is prepared correctly

· Identify any sales opportunities within the annual review and set appointment with agent

· Respond to client inquiries via phone, email, or in person in a professional and timely manner

· Email seminar calendar to clients monthly send out a paper copy every two months

· Fill out active client information and spreadsheet

· Handle all client service forms for their policies

· Maintain accurate client records for all client tracking spreadsheets inclusive of RMD tracker

· Manage weekly operation, tracker, and oversight for each department

· Follow up with clients after every event

· Manage CRM workflow task management

· Review client information in CRM to make sure everything is up-to-date and correct

· Make sure all Client documents are in the company client folders and the CRM

· Manage Goldstar client referral list

· Manage client events, RSVPs bookings, and invitations

· Manage website and blog posts

· Manage Facebook page

· Prepare BombBomb videos for marketing

· Perform general office duties such as filing, scanning, cross training and documenting standard operating procedures. May be required to fill-in for seminar coordinator.

Qualifications & Skills

· Experience in business, financial services or insurance. Associate or bachelor’s degree a plus.

· Proficiency in Microsoft Office Suite especially Excel and Word and familiarity with insurance management software is an asset. Candidates must learn new programs and systems easily

· Management background preferred

· Excellent customer service, communication and time management skills. Must work well with teams

Salary

Starting salary is $45,000 with the potential for a raise in 6 months post 1st review. Plus bonuses based on performance.