Client Contact Coordinator - The Villages Insurance Partners

Trusted, hometown, independent agency providing insurance & risk management solutions to families & businesses in & around The Villages community (& beyond).

Client Contact Coordinator acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and assisting clients and/or advisors with service requests.

PRIMARY RESPONSIBILITIES:

Greeting & assisting clients entering the office

Provide policy documents and identification cards In person, via email or fax

Assist clients with billing questions and premium payment processing Including change in payment plans

Establishing EFT or RCC and securing necessary forms/signatures

Pull overflow payment messages and return client calls

Support service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellations

Obtain necessary signatures on paperwork

Support Risk Consultants

Call clients if R/C is running behind their scheduled appointment

Attached in Agency Management System applications completed through DocuSign

Follow up on applications not completed and returned by clients

Prepare thank you cards and 30 day follow up letters

Calling and scheduling appointments for web-site quote requests

Scheduling appointment on the shared office calendar

Record in office client visits

Monitor supplies needs and submit list for ordering

Closing duties

Making sure the lobby is clean

Securing documents

Closing the blinds, locking the door and turn off lights, fans, and television

KNOWLEDGE, SKILLS & ABILITIES:

Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

Ability to learn any other appropriate program or software system used by the firm as necessary

Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

EDUCATION & EXPERIENCE:

License(s): Maintains 4-40 license as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required

Experience: None required; 0-2 years insurance experience preferred

Prior experience with multi-line phones and basic computer knowledge is required.

Experience in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) is preferred

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