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 Customer Representative 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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Click here for some insight into our culture!