Client Service Coordinator Resume Samples
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Client Service Coordinator Resume Samples
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BL
B Langworth
Bruce
Langworth
9279 Friesen Fall
New York
NY
+1 (555) 334 2369
9279 Friesen Fall
New York
NY
Phone
p
+1 (555) 334 2369
Experience
Experience
Los Angeles, CA
Client Service Coordinator
Los Angeles, CA
Parker-Kirlin
Los Angeles, CA
Client Service Coordinator
- Assists with in-house project management and provides effective administrative support
- Assist the business development manager, associate financial advisor(s), and advisor
- Provides sales support posting orders; writing up new orders; communication with buyers, agency assistants, sales managers and Traffic
- Provide sales support by answering phones, posting some orders, writing up new orders, communicating with buyers, agency assistants, sales managers and Traffic
- Provide sales support by answering phones; posting orders; writing up new orders; communication with buyers, agency assistants, sales managers and traffic
- Provides sales support through order entry, order maintenance, and communication with buyers, agency assistants, sales managers, and traffic contacts
- Provides sales support posting orders; writing up new orders; and communication with buyers, agency assistants, sales managers and Traffic
New York, NY
Temporary Client Service Coordinator
New York, NY
Shanahan Inc
New York, NY
Temporary Client Service Coordinator
- Assist in maintaining hospital mailing labels
- Provide security support, monitoring badges and surveillance cameras, contacting security when issues arise
- Assist with dog park application process, scheduling assessment classes
- The noise level in the work environment is normally moderate
- Create and issue identification badges and key cards
- Assist in maintaining accurate CTS extension lists
- Assist with sales transactions for the Banfield Practice Store
present
Dallas, TX
Client Service Coordinator Central Europe & CIS German Speaking
Dallas, TX
Heaney, Moen and Nolan
present
Dallas, TX
Client Service Coordinator Central Europe & CIS German Speaking
present
- To work with Operations Planning Manager to agree, plan, implement and monitor weekly targets on quality of work and performance targets
- Manage the budget utilization for Central Europe & CIS for client managers and maintain diary management
- Manage the workload of unbooked assessments one year ahead in line with accreditation rules
- Working together with local Sales to provide sales documents for Recertification assessments
- In close contact with BSI offices in providing resources for assessments and request of cost overview and providing cost overview to BSI countries
- The accuracy and ownership of changes to certificate and visit management changes completed accurately to performance targets and deadlines
- Manage optimization/ efficient travel planning to improve the profit on the assessments
Education
Education
Bachelor’s Degree in Passion
Bachelor’s Degree in Passion
West Virginia University
Bachelor’s Degree in Passion
Skills
Skills
- A quick learner – is able to learn about the company (people and departments) quickly and accurately
- Strong attention to detail and track record of delivering high quality work
- Strong planning and organizational skills; is highly effective at prioritizing tasks and seeing things through to completion
- Strong analytical skills and the ability to multi-task
- Ability to adapt quickly to change and deliver results in ambiguous environments
- Strong attention to detail
- Proficiency in Microsoft Word, Adobe, mail merges and basic formatting
- Highly organized
- Good analytical skills
- Advanced knowledge of Excel, Word, Outlook, and Internet
8 Client Service Coordinator resume templates
Read our complete resume writing guides
1
Client Service Coordinator Resume Examples & Samples
- Provides sales support by answering phones; posting some orders; writing up new orders; communication with buyers, agency assistants, sales managers and Traffic
- Creates regular and ad hoc Excel reports in support of the sales function
- This position requires some previous office experience. Experience in a related area is preferred
- A Bachelor’s degree is a plus
- Good organizational skills and a proven ability to work as a member of a team and individually are necessary
- The ability to multitask and work effectively in a high pressure environment is also required
2
Client Service Coordinator Resume Examples & Samples
- Set and achieve personal sales goals while supporting the goals of the team
- Greet customers in a timely, professional and engaging manner
- Initiate service consultations by asking open-ended questions to learn the customer’s preferences and needs
- Provide honest and confident feedback to customers regarding products
- Build lasting relationships with customers by contacting them to follow up on purchases, suggest new products and invite them to upcoming events
- Consistently seek trend and product knowledge to act as an expert for the customer
- Open new Nordstrom RewardsTM accounts as a means of building customer relationships
- Work as a team player to ensure each customer receives the best service possible Build and maintain strong vendor relationships to maximize business results
- Perform daily department maintenance tasks including stock work, re-merchandising, display, price markdowns, merchandise transfers and light cleaning
- Proven ability to set and achieve sales goals
- Competitive drive and entrepreneurial confidence to succeed in a commission-based environment
- Demonstrated ability to develop relationships with customers and coworkers
- Knowledgeable and enthusiastic about cosmetic trends
- Ability to quickly learn new procedures and processes
- Cosmetics artistry experience a plus
3
Client Service Coordinator Fox Networks Group Resume Examples & Samples
- Provides sales support by answering phones; posting some orders; writing up new orders; communication with buyers, agency assistants, sales managers and traffic
- Uses DDS and Nielsen to input orders, resolve discrepancies, file orders and process make-goods
- This position requires some previous office experience. Experience in a related area is preferred. A Bachelor’s degree is a plus
- Knowledge of Microsoft Office applications, including Word, Excel and Outlook is required. Proficiency in PowerPoint is preferred
- Good interpersonal skills, including the ability to develop and maintain good working relationships is required
4
Tax Senior National Tax Fiduciary & Trust Tax Services Client Service Coordinator Resume Examples & Samples
- A bachelor's degree in accounting, finance, economics or a related field and a minimum of 2-4 years of experience in preparation of income tax returns, preferably fiduciary
- CPA or EA certification is desired, but not required
- Current knowledge of fiduciary and/or individual income tax law
- A tax internship is desired, but not required
- Strong verbal and written communications and good client interaction skills
- Proficiency in basic computer software applications, including Microsoft Word, Excel and company specific systems
- Standard understanding of local laws and tax concepts required to prepare US Federal and State fiduciary tax returns
- Standard understanding and knowledge of tax software applications
- Good technical expertise in fiduciary accounting matters
5
Client Service Coordinator Resume Examples & Samples
- 1 to 3 yrs experience
- Effectively complete tasks in the most efficient and accurate manner. Ability to be team player. Strong organizational skills and detail oriented
- Proficient with standard office equipment. Familiar with standard business hardware and software. Understanding of a financial advisors practice
- Able to maintain confidentiality. Demonstrated professionalism. Ability to operate under limited/minimal supervision
6
Client Service Coordinator Resume Examples & Samples
- 50% Business Management
- Work with home office to ensure accurate account setup and resolve issues
- Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
- 50% Client Care
- Set up and maintain client accounts
- Assist clients with incoming calls, questions, and needs
- Attend and participate in client meetings if necessary
- Conduct transactions on behalf of clients
- College degree or some college
- Series 7, 66, and insurance licenses
- Knowledge of Thomson software
7
Client Service Coordinator Edina, Mn Resume Examples & Samples
- Provides general administrative duties in support of the Employee Field Office. Ensures a consistent client experience by greeting clients and prospects upon arrival to the office and answering phones. As time permits, this position may also provide practice management support for advisors and leaders
- Responsible for answering phones during regular business hours, greeting clients and prospects in the reception area, maintaining professional appearance of all common areas
- Excellent interpersonal skills to interact effectively with clients. Effective proven written and oral communication skills. Strong client service orientation
- Previous Ameriprise Experience
8
Client Service Coordinator Downers Grove Resume Examples & Samples
- General administrative duties performed for entire office may include: distributing and tracking correspondence, setup and ongoing maintenance office of supervisory jurisdiction and client files, office supply management, ensuring office machines are operating in good condition, copying, processing expense management forms, initiating maintenance requests, handling bank deposits
- Practice Support duties may include: scheduling client or wholesaler appointments, entering client data into various applications, closing financial plans and maintenance of plan tracker, addressing client assignment issues, setup of new advisor workstations, assisting advisor in preparation or follow-up to client meetings and correspondence, printing and distributing of reports. Seminar support
- Ability to function in fast-paced environment and maintain operational quality. Demonstrated ability to handle multiple priorities
9
Client Service Coordinator Resume Examples & Samples
- 80% Administrative Assistance
- Prepare correspondence for advisor signature
- Copy and track all client and practice materials including business correspondence
- Copy and follow-up with home office on related issues
- Schedule client appointments and prepare agendas/ forms for appointments
- Conduct client appointment reminder calls and check-in calls on follow up items
- Assist the business development manager, associate financial advisor(s), and advisor
- Perform general clerical duties to include, but not limited to: photocopying, faxing, mailing, filing, shredding, scanning
- Complete and maintain regulatory compliance requirements
- Perform other allowable duties as assigned by the financial advisor(s) and business development manager
- 15% Client Care
- Greet clients upon arrival and extend hospitality to clients
- Call clients or prospects to set up meetings or appointments
- Set up and maintain client management system
- Write notes or letters to clients on personal letterhead of administrative nature only and administer client appreciation
- Document client contacts/calls
- Track client special events and make appropriate contact per established client contact model
- Answer unsolicited calls from prospects to schedule appointments or refer to advisor
- Review and respond to emails as necessary
- 5% Business Management
- Maintain files and records in accordance with the records retention policy
- Manage equipment and facilities including equipment maintenance and cleaning service contracts
- Perform routine inventory of office supplies and postage
- Sign for and distribute mail and parcels
10
Client Service Coordinator Resume Examples & Samples
- Ensuring exceptional client service experience before and after meetings, to include extending hospitality to each client and putting forward a professional appearance at all times
- Resolve client questions, concerns, and requests and follow up to make sure client is satisfied
- Send out sympathy, get well, holiday cards, etc
- Process fee reimbursements
- Gather and submit applications for account openings and maintenance
- Follow up on forms needed for account openings and maintenance with clients
- Update client suitability as needed and directed
- Follow up on all submitted paperwork, whether it be to our Home Office or third parties
- Scan checks into appropriate accounts
- Office management, to include ordering supplies, processing new hire and termination paperwork, health insurance paperwork, and bill pay
- Work with Intern to ensure all tasks are completed
- Must be able to multi-task multiple priority items
- Must be comfortable speaking with clients; previous customer service experience a plus
- Good organizational skills are key
- Must be able to work in a team environment, and take on tasks to cover other employees as needed
11
Client Service Coordinator Resume Examples & Samples
- Provide sales support by answering phones; posting orders; writing up new orders; communication with buyers, agency assistants, sales managers and traffic
- Create regular and ad hoc Excel reports in support of the sales function
- Use Wide Orbit, Strata and Nielsen to input orders, resolve discrepancies, file orders and process make-goods
- This position requires some previous office experience
- Experience in a related area is preferred
- Knowledge of Microsoft Office applications, including Word, Excel and Outlook is required
- Proficiency in PowerPoint is preferred
12
Client Service Coordinator Resume Examples & Samples
- Preparing and tracking client paperwork and scanning client documents
- Resolving complex issues related to client paperwork and accounts
- Communicating with clients regarding paperwork and accounts
- Working with financial advisors to maintain and resolve client-related follow up tasks
- Managing process and tracking for insurance applications and resolving issues
- Tracking compliance-related projects and tasks for the practice
- Serving as backup for front desk, answering phones and scheduling client meetings
13
Client Service Coordinator Resume Examples & Samples
- Assumes ownership and accountability for the resolution of complex issues and concerns. Provides value added input to ensure client experience is a key factor in day to day business processing
- Uses problem solving tools and analysis techniques to break apart complex situations/problems in a systematic way
- Fulfills clients’ needs at first point of contact with incoming work received from sales and service partners though various channels; paper; e-mail; fax etc
- Goes beyond answering questions to identify issues, demonstrates a long-term perspective in addressing problems
- Exercises some judgment in making decisions, with escalations to appropriate levels
- Works as an integral part of the team in introducing and educating people to new value-added approaches
- Work requires continual reacting and adapting to change
- Processes work volumes as measured through established service quality standards (e.g. Client Service Commitments)
- Works on several bank applications, e.g. sales platform; e-mail; in order to complete tasks
- The position may require the incumbent to have the appropriate accreditation, (e.g. Mutual Funds license)
- Follows established Coaching Routines and related activity to drive high performance and enhance the client experience
- Exceptional interpersonal skills and communication skills
- IT literacy- MS Office, sales platform
- Registered product knowledge -such as RRSP, TFSA etc
- Understanding of Internal policies, guidelines, and procedures
14
Client Service Coordinator Resume Examples & Samples
- Provides sales support through order entry, order maintenance, and communication with buyers, agency assistants, sales managers, and traffic contacts
- Provides research support by creating regular market research reports, monitoring competitive activity, analyzing category spending, and researching prospective clients and companies
- Provides presentation support by participating in the creation of sales material, collaborating with other departments to develop proposals, and assisting with presentation-day needs
- Previous office experience required, with at least 1-2 years media, television, marketing and/or sports experience preferred
- Knowledge of Microsoft Office applications, including Word, Excel and Outlook is required. Proficiency in PowerPoint and Adobe Photoshop is preferred
- Strong interpersonal skills, including the ability to develop and maintain good working relationships is required
- Excellent communication skills with all levels of management (including; Directors, VP, SVP, RVP, Presidents etc.) is required
- Proven ability to think creatively with everyday situations and problem solving
- Good organizational skills and a proven ability to work as a member of a team as well as individually are necessary
15
Client Service Coordinator Resume Examples & Samples
- Provide general reception and office support; accountable for general office responsibilities. These duties include support to the Branch Manager and Operations Leader, processing invoices and expense reports, supply ordering, prepare reports, provide administrative support to the branch (check scanning, mail handling, etc.), compliance record keeping, etc
- Provide support for marketing, client acquisition events & activities. Assist with logistics marketing and client acquisition events, including venue, RSVPs, supplies, etc. Prepare and submit marketing compliance documentation and marketing wholesaler reimbursement. Website updates
- Relevant Experience Required 1 to 3 years
- Ability to function in a fast paced environment and maintain operational quality, demonstrated professionalism
- Excellent interpersonal skills to interact effectively with clients during phone calls, emails or in person
- Effective written and oral communication skills, strong client service orientation
- Ability to handle multiple priorities, strong attention to detail
- Proficient with standard software and office equipment
16
Client Service Coordinator Resume Examples & Samples
- Manage and execute the client segmentation system by maintaining the appointment calendar and scheduling client meetings
- Prepare for all client meetings by pulling relevant information from reports
- Answer incoming client calls and address general service issues
- Confirm client appointments and check-in with clients regarding follow-up on items
- Provide white-glove service by greeting clients upon arrival and extending hospitality to them
- Act as a resource to assist clients with becoming familiar with and utilizing paperless tools (i.e. ameriprise.com, Total View, e-signature)
- Maintain the Incoming Mail and Fund/Check log on a daily basis
- Track client occasions (i.e. birthdays) and send out cards and/or gifts as needed
- Provide support to planning assistant(s), paraplanner(s), associate financial advisor(s) and advisor(s) as needed
17
Client Service Coordinator Resume Examples & Samples
- Provides sales support posting orders; writing up new orders; communication with buyers, agency assistants, sales managers and Traffic
- Uses Wide Orbit to input orders, resolve discrepancies, file orders and process make-goods
- Participation of Sales presentations and negotiations
- Participate in lead generation, cold calls, and business socials
- Prepares reports on revenue, delivery, inventory management, and forecasted budget goals on a weekly basis
- Pulls reports from Wide Orbit and provides management with accurate numbers for revenue reports and forecasting
- Interfaces directly with the Traffic department in order to ensure that orders are input correctly and that spots run at the correct time, in the correct show, with the correct copy within the contractual boundaries set by the client
- Coordinating the accounts that air on the network, from sales planning through execution to delivery
18
Client Service Coordinator Resume Examples & Samples
- Excellent customer service and administrative organizational skills
- Advanced knowledge of Excel, Word, Outlook, and Internet
- Detail-oriented, critical thinker, and problem solver
- Resourceful and takes initiative
- Light recruiting experience
19
Client Service Coordinator Resume Examples & Samples
- Assists Advisors and AFAs in servicing clients, completing preparation work for client meetings, and preparing client deliverables
- Manages all client contact to ensure client satisfaction
- Leads follow-up for all Advisors/AFAs and otherwise relieves Advisors/AFAs of administrative, client service, and business detail by performing the following duties
- Three (3) years of experience working in a client service role
- A positive attitude and desire to serve the needs of our clients and advisor team
- Ability to multi-task, able to switch gears easily, and manage priorities while working under strict timelines in a fast paced environment
- Familiarity with contact management systems, Microsoft Office programs, electronic communication
- Attention to detail; strong organizational skills; ability to complete work in a timely, accurate and thorough manner
- Use of available technology that supports the required business process, helping build practice capacity and enhancing the client experience
- Must be personable and punctual, and a problem solver
- Willing to take on new tasks, work well in a team environment, and be goal oriented
- Involved in deepening the client and team relationships through one on one interaction to include client phone calls and follow up
- Bachelor’s degree is not required but highly encouraged
- Series 7 and 66 a plus
20
Client Service Coordinator Resume Examples & Samples
- High School Diploma or GED required
- Minimum 1 year of experience administrative support role preferably in HR/Recruiting
- Minimum 1 year of experience in using Microsoft Office applications
- Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications
21
Client Service Coordinator Resume Examples & Samples
- 65% Client Care
- Welcome clients and other visitors to the office
- Assist with meeting prep and follow-up
- Manage overall office workflow
- 35% Business Management
- Track continuing education and licensing for licensed personnel
- Perform other allowable duties as assigned by the financial advisor and associate financial advisors
22
Client Service Coordinator Resume Examples & Samples
- Examines orders and contracts for completeness and accuracy and processes them in SAP as needed
- Answers customer inquiries and resolves problems via phone and email
- Provides advice on deliveries; keeps a clean order backlog by releasing orders, working past cancels, requesting delivery date extensions and maintaining ongoing communication with a variety of departments to provide updates; and track orders as necessary
- Responds efficiently, accurately and courteously to all customer requests/inquiries through verbal, written and electronic communication
- Understands order flow and how it relates to orders and contracts in the backlog; communicates as needed to keep orders/business moving
- Problem solves as necessary; takes ownership of issues and problem solves to resolution. Prioritizes, exhibits sense of urgency, executes with precision
- Functions as expert resource in mid-tier and independent accounts and processes
- Partners with multiple internal departments, sales and Distribution Center teams
23
Client Service Coordinator Resume Examples & Samples
- Aid in generating RFP's for the AudienceXpress Sales & Client Services organization
- Help track adcopy/creative approval by inventory partner
- Support communications between AX Client Services and AX Sales
- At least 1-2 years of experience in cable or broadcast sales/media planning preferred
- Qualified candidates should possess a strong attention to detail and be able to thrive in a fast paced, innovative environment
- Quick learner, with the drive to grow in an entrepreneurial atmosphere
- Bachelor's Degree is required ?
24
Client Service Coordinator Resume Examples & Samples
- 3+ years of experience in an Administrative Assistant role; 1+ year of experience in a Legal environment
- Bachelor’s Degree in Business
- Proficiency in Microsoft Word, Adobe, mail merges and basic formatting
- Exceptional telephone and email etiquette
- Previous experience in a Customer Service role
25
Client Service Coordinator Resume Examples & Samples
- Operational Assistance: Set up and maintenance of client files, generation of new account paperwork, account transfer tracking, account report generation, and CRM database. Work with the advisors to support all operational needs on all advisory and planning business. Respond to general inquires concerning departmental activities and operations by relating or referring to established policies and procedures
- Customer Service: Schedule client meetings, answer phones, develop relationships with clients, and service client’s accounts. Work with the advisors to prepare for meetings. Assist in the management of the advisor’s calendar, client meetings, and travel arrangements. Typing letters, mailing correspondence to clients, and maintaining spreadsheets. Perform other job-related duties and/or special projects as required
- Technical Competencies: Strong computer and word processing skills including proficiency with Microsoft (MS) Office products, including Word, Excel, PowerPoint, Outlook, and Adobe
- Leading with Impact: Gains the confidence of others by demonstrating success over time
- Ownership Mindset: Takes personal responsibility for work product
- Entrepreneurial Grit: Has the courage to bring forward a new idea, with the firm’s interest at heart
- Client Excellence: Has a service mindset and is responsive to client and advisors needs
- People Development: Makes personal development a priority, seeking feedback and opportunities to grow
- Clear Communication: Communication is clear, concise, and considerate of the needs of others
- Teamwork & Collaboration: Works cooperatively with others and values the different contributions people make. Growing the Business: Is aware of the importance of growing the business and understands the core services we provide
- Experience: Minimum of two years of professional services experience
- Education: High school degree or equivalent
- Certifications/Licenses: None
- Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, stamina to maintain attention to detail despite interruptions, strength to lift and carry files weighing up to 5 pounds; vision to read printed materials and a computer screen, and hearing and speech to communicate in person and over the telephone. Individuals in client-serving positions must be able to travel to/from client sites, as required
- Travel: This position requires <10% travel
26
Client Service Coordinator Resume Examples & Samples
- Collaborate with and support the CSR on all account stewardship processes. Remain current on all relevant sports issues and events in order to assemble efficient packages with maximum value. Provide background and research on client targets and categories as requested by CSR and AE
- Use STRATA, Wide Orbit for order entry and maintenance, posting, resolving discrepancies, file orders and processing make-goods as needed
- Handle administrative tasks requested from CSR, AE, or Director/VP of Sales as needed
- Creates regular and ad hoc Excel reports in support of the sales function in a timely fashion
27
Client Service Coordinator Resume Examples & Samples
- This position requires some previous office experience. Experience in a sales environment is preferred
- Excellent verbal and written communication skills are necessary
- Interpersonal skills, including the ability to develop and maintain good working relationships is required
- Excellent organizational skills and a proven ability to work as a member of a team and individually are necessary
28
Client Service Coordinator Resume Examples & Samples
- Develop a solid understanding of HTS integrated Linear & Digital offerings, utilizing meticulous organizational & analytical skills to build and steward orders from initial placement to paid invoice
- Maintain order entry, posting, and tracking consistently and in a timely fashion, managing reporting, and communication with agency buyers and assistants in support of the AE and CSR are key responsibilities
- Assist the CSR in the comprehensive sales process (and training in building proposals)
- Manage priorities among their respective accounts as assigned by the Client Services Representative (CSR) and AE, in order to accomplish daily tasks and ongoing responsibilities in a timely fashion
- Work with all complementary internal departments as appropriate (Research, Creative Partnerships, Operations, Traffic, and Finance) in order to successfully manage the sale of HTS Linear & Digital Assets, independently or as an aggregate to the HTS linear business
- Participate in sales calls, planning meetings, and email communications both internally (with HTS personnel) and externally (with agencies, clients, and HTS representation partners). This role will adhere to strict company policies in regards to HTS and partner confidentiality requirements
- Use STRATA, Wide Orbit for order entry and maintenance, posting, resolve discrepancies, file orders and process make-goods as needed. Work on admin tasks requested from CSR, AE, or Director/VP of Sales as needed
- Create regular and ad hoc Excel reports in support of the sales function in a timely fashion
29
Client Service Coordinator Resume Examples & Samples
- Actively recruit new clients by promoting hospital services and route the flow of clients and pets to ensure superior client care and maximum productivity of the veterinary medical team
- Provide professional, efficient and exceptional service at all times. This includes encouraging hospital visits, welcoming clients and pets, ensuring that they are comfortable in the hospital, and educating them about their pet's health
- Educate clients about Optimum Wellness Plans, preventative care, pet health needs and hospital services
- Assist outgoing clients by providing all necessary instructions, information and invoices, dispensing prescription items per the veterinarian's instructions, selling retail products and scheduling future appointments
- Manage the finances by maintaining accurate balances and utilizing proper opening and closing procedures
- Client Service Skills
- Priority Setting
- Problem solving skills - Demonstrates a strong ability to identify, analyze and solve problems. Translates problems into practical solutions
- Must be at least 18 years old to perform duties involving radiography (x-ray) and exposure to radioactive substances
- One year related experience required with customer service preferred
30
CH Client Service Coordinator Resume Examples & Samples
- Maximize the number of pets seen by the hospital team through through a productive and efficiently run hospital to support the needs of our wellness plan clients
- Assist incoming clients by completing the required documentation, entering all pet information and history in the computer, utilizing proper collars and tags for identification, and ensuring prompt service
- Conduct administrative functions as necessary
- Preventative care and OWPs
- Ability to multi-task- Manages multiple tasks at one time; quickly and accurately shifts attention among multiple tasks under distracting conditions without loss of accuracy or appearance of frustration
- Communication skills - Reads, writes and speaks fluent English, using appropriate grammar, style and vocabulary. Correctly spells commonly used English words and job specific terms. Demonstrates exceptionally strong written and verbal communication skills
- Organizational ability – Demonstrates a systematic approach in carrying out assignments. Is very orderly and excels at cutting through confusion and turning chaos into order
- Client service skills - Consistently ensures the team provides the client with attentive, courteous and informative service. Gains and shows personal satisfaction from delivering great service
- Intellectual ability - Accurately and consistently follows instructions delivered in an oral, written or diagram format. Can provide directions
- Mathematical ability - Ability to add, subtract, multiply and divide, and to compute rate, ratio and percent; ability to convert units of measurement
- Computer skills - Comfortably and confidently uses a computer and specialized software. Microsoft Word, Excel, Access, Outlook, etc
- Medical background (veterinary technician, human healthcare, pharmaceutical, etc.) with medical terminology training is preferred
31
Client Service Coordinator Resume Examples & Samples
- Set up and maintenance of client files, generation of new account paperwork, account transfer tracking, and report generation
- CRM database management
- Work with the wealth advisors and client service teams to support all operational needs on all advisory and planning business
- Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures
- Schedule meetings, answer phones, work with other team members as needed
- Work with the wealth advisors to prepare for meetings
- Assist in the management of the wealth advisor’s calendar, client meetings, and travel arrangements
- Typing letters, mailing correspondence to clients, and maintaining spreadsheets in Excel and maintain CRM database
- Perform other job-related duties and/or special projects as required
- Financial or professional services experience
- Previous experience in an operational support role is strongly preferred
- Strong computer and word processing skills, including Microsoft Word, Excel, and PowerPoint
- Knowledge of Custodial Institutional system is a plus (Schwab, Fidelity, etc.)
- Strong with numbers, attentive to detail and accuracy, possesses high energy, and proficient with multi-tasking
- Excellent oral and written communication skills as well as excellent interpersonal skills
- Ability to respond in a timely manner, organizes tasks, manages time, and prioritizes projects with the focus on the needs of the client
- Ability to work effectively and efficiently with staff and clients and adjust to changing priorities
- Ability to work independently as well as function in a team framework
- Position requires <10%travel
32
Client Service Coordinator Resume Examples & Samples
- Act as an assistant to the Client Services Manager
- Provides support to one or multiple Client Service Managers to ensure successful execution of programs. This position coordinates the program planning with internal cross functional teams which work on a specific project
- The Client Service Coordinator will also consult with sales and client contacts as needed regarding project details and the scope of work requirements as well as create and proof of all assigned project Training Manuals, including research of appropriate contents
- This position will prepare top line results and presentations to help in the completion of the project and measurement standards
- Input project information into PromoTracks and create both internal and client-facing program timelines
- Assemble training manuals using preexisting templates
- Help with all administrative requirements
- Other duties as assigned that support the overall Company, department and program goals
- 0-1 year experience in a related comparable job or business related field
- Accurate and clear communication skills between cross functional teams regarding project details
- Attention to detail on projects and within internal and external communications
- Ability multi-task on several projects and prioritize as required
- Ability to work in a dynamic environment with shifting priorities and deadlines
- Excellent written and communication skills in dealing with clients in a professional manner
- Computer skills – MS Office software including Microsoft Word, Excel, PowerPoint, Publisher and Outlook
- Bachelor’s Degree in Marketing or Communication preferred
33
Client Service Coordinator Central Europe & CIS Dutch Speaking Resume Examples & Samples
- Manage the workload of unbooked assessments one year ahead in line with accreditation rules
- Manage the bookings from client managers in terms of confirmation to the client and optimize planning where is needed
- In close contact with BSI offices in providing resources for assessments and request of cost overview and providing cost overview to BSI countries
- The accuracy and ownership of changes to certificate and visit management changes completed accurately to performance targets and deadlines
- Ownership of problems and resolution to satisfaction of Line Management, internal and external customers
- Administrative activities as requested by the management team
- Good command of English and Dutch required (verbal and written)
- Ability to cope with pressure and meet tight deadlines
34
Client Service Coordinator Central Europe & CIS German Speaking Resume Examples & Samples
- Identifying resource for unbooked assessments supporting the booking of visits with clients and client managers
- Manage optimization/ efficient travel planning to improve the profit on the assessments
- Maintaining changes of contact persons in SAP
- To work with Operations Planning Manager to agree, plan, implement and monitor weekly targets on quality of work and performance targets
- Associate degree
- Good command of English and German required (verbal and written)
- Experience of working within a busy office environment within a customer-facing organisation
- To be computer literate and have experience of using Microsoft Office and computer systems. Knowledge of SAP would be preferred but not essential
- An attitude to get it right first time and take pride in their work and performance and to be part of a successful team
35
Client Service Coordinator Resume Examples & Samples
- Proven self-starter with energy and motivation to uncover, develop and close sales
- Must be results oriented and driven by both financial and career opportunities
- Demonstrate strong time management skills
36
Client Service Coordinator Resume Examples & Samples
- Coordination of studio spaces and overall client comfort
- Must be able to work with vendors, oversee upkeep of the studio space, and setting up of client meals
- Works closely with in-house editors and staff and coordinates duties as needed
- Performs reception duty, including answering phones, directing calls/taking messages when necessary
- Maintains log of all incoming and outgoing packages by messenger service, mail, and other sources
- Welcomes and directs visitors to the facility, ensuring they are expeditiously escorted to correct company representative and not left unattended
- Conducts basic market research and analysis for post production services in film, television, and advertising industries
- Assists with in-house project management and provides effective administrative support
- Orders and maintains inventory of office and kitchen supplies for department. Prior client-facing administrative experience strongly preferred
- Maintaining absolute discretion and confidentiality is crucial to this role
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Client Service Coordinator Resume Examples & Samples
- At least one year of proven past experience helping customers
- High School Diploma/GED or equivalent
- Compassion for pets and people—as well as awareness and understanding of others’ reactions
- Proven decision-making skills to choose the most appropriate course of action
- The ability to integrate new information into problem-solving
- Willingness to work non-traditional hours, including nights, weekends and holidays
- The ability to lift up to 40 lbs. and be exposed to hazards associated with pets such as allergies, contagious diseases, noises, odors, bites, scratches, and animal waste
- Customer service functions, including: greeting visitors, answering telephones, and guiding clients and their pets to exam rooms
- Scheduling and confirming appointments
- Placing outbound calls for follow-ups and reaching out to prospective clients
- Presenting and explaining fees, including processing payments
- Recommending, selecting, and obtaining products and services, including prescriptions
- Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care (i.e., heartworm prevention, housebreaking, and flea & tick control)
- Managing medical records, charts, reports and correspondence
- Hospital maintenance (including removal of animal waste) and ensuring that facility is neat and clean at all times—both inside and outside
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Client Service Coordinator Resume Examples & Samples
- Minimum 2 years related Sales or Sales Support experience
- Proven multi-tasking capability and solid organizational skills
- Ability to interact professionally with people at all levels in the organization
- Strong computer skills, including; CRM, MS Word, Excel, Outlook and PowerPoint
- Demonstrate the ability to quickly learn multiple software packages
- Highly proficient in MS Office
- Experience with Salesforce and Sunrise
- Prior experience handling customer service relationships with large or enterprise level accounts
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Temporary Client Service Coordinator Resume Examples & Samples
- Answer incoming calls, transferring to appropriate team
- Take messages (hard copy or e-mail) putting into CTS mailboxes when necessary
- Greet visitors, log and issue visitor pass, and contact CTS sponsor
- Create and issue identification badges and key cards
- Sign for deliveries (UPS, FedEx, Airborne, etc) and advise mailroom of deliveries for distribution
- Ensure welcome area is clean and orderly
- Maintain coffee stations, placing coffee orders when necessary
- Assist with sales transactions for the Banfield Practice Store
- Provide first line client recovery support for customers and hospitals staff
- Assist in maintaining hospital mailing labels
- Assist with creating reports (Excel, Word, etc. format) as requested
- Assist in maintaining accurate CTS extension lists
- Assist with dog park application process, scheduling assessment classes
- Cross train in mail room to serve as backup when needed
- Monitor Dog Park and parking areas
- Collaborate with facilities and administrative teams
- Provide security support, monitoring badges and surveillance cameras, contacting security when issues arise
- High School Diploma or equivalent is required. Bachelor’s degree preferred, or the equivalent combination of education, training and experience that provides the required knowledge, skills, and abilities
- Knowledge of basic clerical functions and processes is required
- A minimum of one year of relevant professional office experience is required
- Spanish fluency preferred
- Prefer health care background (veterinary or human healthcare, pharmaceutical, etc
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ACA Client Service Coordinator Resume Examples & Samples
- Receive and prioritize client notifications regarding tax credits, subsidies and/or other agency related materials
- Record and track agency and client activity including email and telephone communications
- Maintain appropriate databases
- Prepare and distribute correspondence to clients or state/federal entities
- Interpret agency requirements and react/respond as per procedures
- Provide timely responses and honor deadlines as directed
- Collaborate with team members and management and seek direction regarding unusual or unforeseen agency-related issues
- Ensure work is accurate and of high-quality
- Investigate and resolve agency and/or client concerns
- Perform work as assigned and handle additional functions as required
- Excellent analytical skills, problem solving and decision making abilities
- Excellent interpersonal, oral and written communication skills
- Ability to work well as a single contributor and/or within a team
- High quality and ethical standards
- Ability to handle a high volume of work and work under deadlines
- Professional conduct and presence
- Self-motivated with high level of initiative
- Associate’s degree (A.A.) or equivalent from a college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience
- Previous office experience with an emphasis on organization of work duties and performing job functions independently
- Experience dealing with dated material and/or strict adherence to guidelines
- Immediate, mandatory and uninterrupted training are required upon hire
- Proficiency with Microsoft Office PC applications including Word, Excel, and Outlook
- Ability to type and utilize a keyboard with accuracy and reasonable speed
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Administrative / Client Service Coordinator Resume Examples & Samples
- 2+ years of experience assembling and processing tax returns and prior experience using GoFileRoom and Pfx Tax are preferred
- Confidential and professional work ethic
- Notary or able to become notary
- Must be able to work overtime during the week and weekends for major tax deadlines (late February to April 15th and late August to October 15th)
- Again, well organized
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Client Service Coordinator Resume Examples & Samples
- Provides sales support posting orders; writing up new orders; and communication with buyers, agency assistants, sales managers and Traffic
- Participates in Sales presentations and negotiations
- Participates in lead generation, cold calls, and business socials
- Coordinates the accounts that air on the network, from sales planning through execution to delivery
- The ability to multitask and work effectively in a high-pressure environment is also required
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Client Service Coordinator Resume Examples & Samples
- Provides sales support by researching account targets, tracking news alerts and generating presentation materials for current and prospective clients
- Generates category research and analysis using both internal and external resources
- Previous office experience; experience in a related area is preferred. A Bachelor’s degree is a plus
- Excellent interpersonal skills, including the ability to develop and maintain good working relationships is required
- Strong organizational skills and a proven ability to work as a member of a team and individually are necessary
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Client Service Coordinator / Receptionist Resume Examples & Samples
- Greet clients when they visit the office and offer refreshments
- Handle logging and distributing mail to office members
- Order Office Supplies and Kitchen Supplies, liaison with building management
- Utilize QuickBooks, liaison with vendors and office tenants
- Screens incoming calls and correspondence
- Coordinates appointments, email and confirm appointments, maintain schedule and task
- Make travel arrangements, including booking flights, hotels, etc
- Prepares outgoing mail and correspondence, including email and faxes
- Prepare weekly staff meeting agenda
- Assist with market event planning and logistics
- Positive attitude and an extraordinary client service orientation
- Ability to identify priorities and multi-task
- A Bachelor’s Degree and a minimum of 2 years work experience in an office environment
- Experience with QuickBooks desired but not necessary
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Client Service Coordinator Poland Resume Examples & Samples
- Working together with local Sales to provide sales documents for Recertification assessments
- Production and accuracy of certificates and client correspondence
- Level and quality of service provided to internal and external customers
- Good command of English required (verbal and written)
- A friendly, helpful and positive telephone manner. An optimistic, open and flexible approach to change
- An enthusiastic, self-motivated and organised person
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Client Service Coordinator Resume Examples & Samples
- Manage the budget utilization for Central Europe & CIS for client managers and maintain diary management
- Manage the assessment planning for External Resources
- Contact and ownership of support activity to specific clients
- 2 years work experience in planning e.g. event planning, logistic planning
- Very good command of English and Dutch required (verbal and written)
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Client Service Coordinator Resume Examples & Samples
- Collaborate with and support the CSR on all account stewardship processes
- Remain current on all relevant sports issues and events in order to assemble efficient packages with maximum value
- Provide background and research on client targets and categories as requested by CSR and AE
- Uses STRATA, Wide Orbit for order entry and maintenance, posting, resolve discrepancies, file orders and process make-goods as needed
- Work on administrative tasks requested from CSR, AE, or Director/VP of Sales as needed
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Sales Assistant / Client Service Coordinator Resume Examples & Samples
- Provides sales support - answering phones, posting orders and writing up new orders
- Communicates with buyers, agency assistants, sales managers and traffic department
- Utilizes Wide Orbit to input orders, resolve discrepancies, file orders and process make-goods
- This position requires some previous office experience - experience in a related area is preferred
- Outstanding verbal and written communication skills are necessary
- Knowledge of Microsoft Office applications, including Word, Excel and Outlook is required - proficiency in PowerPoint is preferred
- Great interpersonal skills, including the ability to develop and maintain good working relationships are required
- Outstanding organizational skills and a proven ability to work as a member of a team and individually are necessary
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Client Service Coordinator Resume Examples & Samples
- Answer incoming telephone calls, determine purpose of call, and forward the caller onto the appropriate personnel
- Take and deliver messages and transfer calls to voice mail
- Answer questions about the organization and provide callers with the address, directions and other information as requested
- Welcome on site visitors, determine nature of business and announce visitors to appropriate personnel
- Assist with day-to-day branch office administrative functions such as processing checks and depositing them as well as delivering faxes
- Assist with all other office duties such as facilities maintenance, office supplies and other projects as needed
- Develop and execute general correspondence and memos
- Perform any and all administrative duties as assigned
- 1 to 2 years of front desk and operational experience preferred
- Should possess clear and professional verbal communication skills
- Intermediate computer skills, with an emphasis in Microsoft Office Word, Excel, PowerPoint, and Outlook
- Strong customer service skills while being detail oriented with excellent organizational skills
- Ability to work with all levels of management and personnel within the organization
- Must be able to prioritize and handle time-sensitive transactions and strong decision making skills
- Ability to handle a wide variety of tasks with minimal supervision
- Team player with ability to perform effectively in a fast paced environment
- Must be dependable and punctual
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Client Service Coordinator Resume Examples & Samples
- Check policies and conducts research on issues relating to policies as needed
- Investigate & answer Client Executive inquiries regarding coverage of existing policy schedules/declarations
- Prepare certificates of insurance, auto ID cards and invoices
- Input designated service plan activities in agency management system (Sagitta) including follow-up items
- Complete necessary surplus lines filings for review by accounting
- Request endorsements as needed by Client Executive
- Process audits to be reviewed by Client Executive
- Process endorsements
- Obtain online quoting when receiving all of the appropriate information from the Client Executive
- Manage pre-renewal tasks
- Provide backup within the department as necessary
- Reading, writing, mathematical skills that would normally be acquired through the acquisition of a high school diploma
- Knowledge of commercial insurance policies, applications, endorsements, and insurance proposals
- Some college and 1 year of relevant commercial insurance experience preferred
- Ability to read and interpret complex documents, such as insurance policies, applications and proposals
- Strong knowledge of Microsoft Word, Excel & Outlook required
- Extreme detail orientation necessary to detect errors in documents or gaps in coverage
- Ability to use telephone effectively in order to communicate with agency personnel to resolve problems
- On-the-job experience with Sagitta insurance agency software preferred
- Ability to sit and to concentrate for long periods of time necessary for reading and reviewing documents
- Ability to communicate orally and in writing necessary for relaying complex information with agency personnel and outside entities
- Ability to obtain necessary license(s) needed to perform duties
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Client Service Coordinator Resume Examples & Samples
- Manage a base of smaller clients providing various levels of service
- Ability to prioritize multiple tasks and meet deadlines with demonstrated initiative
- Strong communication (verbal and written)
- Strong initiative and ability to work well under pressure while maintaining good attitude
- Detail oriented and the ability to work in a team atmosphere
- Work well independently when necessary and define/manage objectives in a fast paced environment
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Client Service Coordinator Resume Examples & Samples
- Processes and communicates authorization and schedule changes to ensure coordination of service and client satisfaction
- Coordinates utilization of Care Partner teams to ensure fill rate expectations met
- Researches and resolves payroll and billing questions under direction from the Client Service Manager
- Functions as a liaison for Field Supervisors in communication with payer case management teams
- Supports recruiting and onboarding needs of team
- Responsible for scheduling and monitoring/reporting all required client visits by field supervisor
- Assists Client Service Manager in the presentation of staff training related to program requirements for newly hired and current office employees
- Complies with applicable legal requirements, policies and procedures including, but not limited to the Compliance Program: Code of Conduct, HIPPAA and Documentation Standards
- Maintains a commitment to the values and mission of AccentCare
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Client Service Coordinator Celebration Health Assessment Celebration Resume Examples & Samples
- Ability to communicate effectively by speaking clearly, projecting a cheerful, positive attitude
- Ability to write legibly, and operate office computer, fax, and copier
- Proficiency with computer software for word processing, email, Internet, Excel, Outlook
- Ability to carry and file patient charts
- Good organizations skills and ability to handle multiple tasks at one time
- High school diploma (Preferred)
- Previous customer service and secretarial related experience. (Preferred)
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Benefit Client Service Coordinator Resume Examples & Samples
- Provides day-to-day client services in accordance with company standards & as directed from the carrier
- Implements electronic underwriting process w/clients, sets up each employee in the system & answers questions
- Follows up with clients and/or employees of clients regarding completion of electronic underwriting process
- Reviews client benefit applications/enrollments to obtain missing, incomplete or additional information needed
- Obtains benefit quotes for employer groups from carrier websites for new clients and renewals
- Processes benefit enrollments, terminations and COBRA submissions to carriers on behalf of clients
- Follows up with carriers on quotes, claims and enrollment submissions as needed
- Prepares benefit analysis, overviews, coverage summary sheets and requests for proposals as needed
- Prepares employee packets for clients’ open enrollment and new hires
- Prepares benefits administration binders/manuals
- Assists Client Manager with the renewal processes as needed
- Markets and/or assists with Individual Product submissions and enrollments as directed
- Assists with client health fairs and client enrollment meetings at client locations as needed or requested
- Maintains network coverage comparison page with hospital information obtained through carrier notifications
- Maintains internal log to track activities related in the client renewal process for the department
- Supports Producers and Client Management Team with special projects as requested
- Other duties and responsibilities may be assigned as business conditions change
- Basic knowledge of employee benefits a plus
- Some college and 1 year of office experience preferred
- Excellent customer service and phone etiquette
- Strong knowledge of Microsoft Word, Excel, Outlook & Explorer required
- Extreme detail orientation necessary to detect errors in documents
- On-the-job experience with BenefitPoint/ImageRight insurance agency software preferred
- Strong time management and organizational skills
- Ability to obtain necessary Life and Health License needed to perform duties
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Client Service Coordinator Resume Examples & Samples
- Answer all inquiries by phone or emails from Customs clients
- Coordinate with operation staff members to gather information and/or resolve issues
- Check to ensure that appropriate actions were performed to resolve customers' problems
- Provide timely response to clients, addressing the client inquiries, resolution to issues and next action items if applicable
- Escalate unresolved customer complaints to designated Customs Key Account Managers
- Log and manage all service issues in Schenker’s SRL system
- Recommend remedial actions and process improvements in order to prevent future problems
- Ultimately accountable for client’s inquires to ensure resolution is achieved and client is informed accordingly in a timely manner.
- Minimum Education requirements: Prefer candidate with minimum a college diploma in business with 3 to 7 years of customer service experience
- Client service orientation
- Well versed in all aspects of the Canadian Customs Tariff and Department regulations
- Knowledge and experience with problem analysis and problem solving methodology and techniques
- Good interpersonal skills to work cross-functionally with other departments
- Ability to make decisions and recommendations within authorized limits prescribed
- Self motivated with the ability to work under pressure
- Ability to prioritize, plan and schedule activities
- High work standards and attention to detail
- Sense of Urgency
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Client Service Coordinator Resume Examples & Samples
- Coordinate internal resources to deliver on commitments to our clients within the designated timeline
- Schedule and maintain the service calendars and respond to client on-demand requests. Referring to service team as appropriate
- Create and maintain client service operational plans
- Participate in ongoing professional development, including industry training and skills events
- General ATI product knowledge and understanding of the company
- Provide support as needed for any member of the service team (Integration Specialist, Product Training Specialist, Consultation)
- Two to three years of experience in project coordination, implementation and client service preferred
- Above average proficiency in Microsoft Outlook, Excel, Word, SharePoint and WebEx
- Strong attention to detail and track record of delivering high quality work
- Ability to work independently with minimal direction
- Ability to adapt quickly to change and deliver results in ambiguous environments
- Strong verbal, phone, and written virtual communication skills
- Occasional travel is required
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Client Service Coordinator Resume Examples & Samples
- Ability to interact with confidence over the phone and through email with internal and external customers
- Strong verbal and written, skills
- Ability to meet and exceed call and quote metrics assigned
- Knowledge and experience working with CRM, preferably SFDC
- Computer literacy, including above average competency in Excel, Word, Outlook & PowerPoint
- Demonstrated ability to balance multiple projects involving large revenues and a high degree of complexity
- Experience working with channel and distribution partners an asset
- Minimum 3 years of inside or outside selling experience penetrating or maintaining accounts or experience in a channel or distribution organization
- Previous IT product industry experience required
- Strong knowledge and understanding of telesales and the sales planning process
- Bilingual in French an asset but not required
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Client Service Coordinator Resume Examples & Samples
- Confer with customers by telephone and/or email to provide account information, assist in billing inquiry, escalations and SLA claims
- Educate and promote Verizon’s online capabilities
- Ownership on appropriate changes to resolve customers' problems
- Record customer interactions or transactions, such as details of inquiries, complaints, comments and actions taken
- Resolve customers' billing disputes by performing activities such as logging billing inquiry requests and working with the back office teams to resolve the issue
- Other responsibilities include updating customer information as needed, log change requests; assist in service discontinuances and accounts receivable functions
- Recommend improvements in products, service, or billing methods and procedures to prevent future problems
- Work closely with the Client Partners, Customer Service Managers and Client Success Team to help resolve customer disputes and/or questions
- Refer unresolved customer grievances to designated departments for further investigation
- Contact customers to respond to inquiries or to notify them of SLA claim investigation results or any planned adjustments
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Client Service Coordinator Resume Examples & Samples
- Assist in supporting client relationships and work with the Client Services Manager CSM and Virtual Client Account Team to resolve client provider, site, and member issues for assigned clients
- Coordinate, communicate and provide the delivery schedule and timeline for all assigned client activities
- Gathers, organizes, and inputs client and prospect data into system
- Prepares various deliverables which directly support client acquisition
- Prepares and processes documentation related to client implementation and on-going maintenance as required
- Create a working Inovalon operational knowledge and client base concerns and resolutions to facilitate the effective, timely delivery of high quality client solutions; and
- Minimum 1+ years of experience in related field required
- Two to three years of office administrative experience preferred
- Ability to quickly understand how long things take to complete, and to effectively organize and prioritize tasks with the assistance of team members
- Attention to detail and robust customer services skills
- Ability to work independently or within a group and keep abreast of projects (daily tasks/ issues)
- Proficient skills and knowledge of Microsoft Suite (e.g., Word, Access, Excel Power Point)
- Determined and focused on resolving problems and ability to act with a sense of urgency
- Clear communication skills interpersonal, written, and verbal; and
- Associate's Degree or related work experience required
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Client Service Coordinator Resume Examples & Samples
- Work directly with B2B Account Manager team to support and pursue opportunities to drive further customer category penetration via telephone as needed
- Contribute to the development of solutions and proposals for transactional facilities opportunities
- Focus on customer support and the following activities
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Personal Lines Client Service Coordinator Resume Examples & Samples
- New Business processing which includes entering information into agency management system, issuing evidences, auto id cards, checking in policies, summary spreadsheets, and policy books
- Assist with account and policy rewrites for account managers
- Invoice policies and endorsements
- Entering and processing of client payments
- Quoting and marketing assistance to account managers
- Processing of endorsements
- Working the communication download log daily
- Provide support to the account managers
- Maintain department marketing material and internal documents
- Support advisors on marketing campaigns
- Other responsibilities as assigned by the manager
- High School diploma or GED (AA or college attendance desired)
- 3 years insurance experience (personal lines a plus)
- Florida 4-40 Customer Service license required; 20-44 or 2-20 a plus
- Computer proficiency: Microsoft Office Suite, Outlook, etc
- Ability to work in a fast-paced environment
