Relationship Coordinator Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the relationship coordinator job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

Z Schmitt

Zoila

Schmitt

58234 Marianna Prairie

New York

+1 (555) 977 4472

58234 Marianna Prairie

New York

Phone

p +1 (555) 977 4472

Experience Experience

Los Angeles, CA

Relationship Coordinator

Los Angeles, CA

Cronin-Carter

Los Angeles, CA

Relationship Coordinator

Provide relationship management support to plan sponsors in the absence of the relationship management team
Prepare materials for quarterly securities review meetings and attend meetings in Relationship Manager's absence
Work with internal and external partners to ensure the smooth administration of retirement accounts
Identifying and suggesting ways to improve current processes
Work closely with the Transition Services team on balance forward activities for daily and new account conversions
Identify opportunities to expand the client relationship with OneAmerica Retirement Services products. 20% Risk Management
Assisting with the cross-training of new hires

New York, NY

Customer Relationship Coordinator

New York, NY

Dicki Inc

New York, NY

Customer Relationship Coordinator

Contribute to Continuous Improvement mindset ensuring current processes are fit for purpose and efficient to provide excellent customer service
Set appointments with top customers through the effective use of our tools
High level of ownership, empowerment and discretion to resolve issues and complaints raised by customers in a quick and effective way
Track and communicate results in relation to visits and volume
Actively participate in the achievement of store goals to build positive team relationships throughout the store
Support customer and salespeople engagement and transition
Maintain the organization and privacy of all customer information

present

Houston, TX

Strategic Relationship Coordinator

Houston, TX

Boehm-Beahan

present

Houston, TX

Strategic Relationship Coordinator

present

Filing, copying, and helping organize paperwork for estimates and jobs
Direct Sales Business Development Support: 25% of the Associate Rep’s time will be utilized in supporting AGS’s direct sales team with new business development account research. This will include identifying potential new accounts for AGS to call upon, identifying the best contact(s) within the account, identify the best AGS-RRD products and services that will help this account serve their customers and grow their business. Research will be entered into our SalesForce CRM
Research potential new clients utilizing a variety of resources, identify the contact(s) for the AGS sales rep to connect with, contact information (phone number, email address, LinkedIn profile address). Identify the business opportunity for AGS to market towards
Assist in the development of specific materials targeted to sister company sales reps to familiarize them with AGS’s capabilities
Prepare spreadsheets and grids for ongoing projects and pricing as requested (working knowledge of Microsoft products - Word, Excel)
Attend planning meetings/conference calls and take notes
Prepare formal written pricing proposal for end client and send to customer

Education Education

Bachelor’s Degree in Business

Carnegie Mellon University

Bachelor’s Degree in Business

Skills Skills

Strong attention to detail
Excellent communication skills (written and verbal)
Able to multitask efficiently and effectively
Highly organized
Accuracy and attention to detail
Great interpersonal skills
Customer service oriented
Exceptional phone etiquette
1+ year of related experience
Working organizational skills

Create a Resume in Minutes

11 Relationship Coordinator resume templates

Read our complete resume writing guides

Account Relationship Coordinator Resume Examples & Samples

Monitor key aspects of loan boarding projects for new and existing clients
Effectively establish and manage client expectations
Solicit, communicate internally, and actively manage documented and verbal requirements
Negotiate requests such that BLS, clients, and customers can all be successful
Attend regular and ad hoc client meetings and professionally represent BLS and its partners
Relay client and customer positions to staff within BLS and BLS’s positions to the client
Actively guard the reputation of BLS
Relay concerns raised by clients and/or customers to appropriate personnel at BLS
Escalating as needed
Keep BLS informed of client status
Communicate issues to appropriate parties within BLS for resolution
Keep clients informed of BLS’s status and new products/services that would add value for the clients
Regulations
Best practices
Accounting (preferred)
Loan administration (e.g. taxes, insurance, escrow, etc.)
Residential and commercial loan documentation
Written (letters, etc.)
Verbal (one-on-one, meeting facilitation, and persuasive presentation skills)
Politically savvy and personable (i.e. is well-liked, respected, and has a track record of successfully negotiating bureaucratic organizations to achieve measurable results)
Responsive (i.e., acknowledges and/or responds to inquiries quickly)
Diplomatic/Even-tempered
Honest and direct

Customer Relationship Coordinator Resume Examples & Samples

Handle all customer concerns in a proactive, positive manner as applicable
Maintain the organization and privacy of all customer information
High level of ownership, accountability and initiative
Ability to work a flexible schedule based on store needs

Private Client Relationship Coordinator Resume Examples & Samples

Bachelor's degree and one to two years of relevant work experience
Desire to learn and the ability to learn quickly
Superior client service skills
Strong decision making and problem solving skills
Working knowledge of Delaware Trust and Fiduciary Structures - the interpretation and practical application of document provision, trust and estate law, taxes, investments, and the legal framework of trust administration is a highly desired skill

Customer Relationship Coordinator Tacoma Mall Resume Examples & Samples

Educate sales people on all selling tools and processes and walk the floor daily to ensure adoption by all employees
Demonstrate expertise in all technologies used in the store environment, including proficiency in device management and troubleshooting processes
Motivate and inspire others to adopt initiatives such as RewardsTM, MPOS, e-Receipt, Personal Book, and Customer Privacy
Build positive team relationships throughout the store to help inspire trust and team work and influence behaviors to achieve desired results
Diffuse customer situations and provide resolution in a timely and effective manner
Ensure the security and privacy of customer information through education, compliance and resolution of issues
Demonstrate openness to change, including the ability to learn new technologies quickly and the flexibility to adapt to new working environments
Nordstrom or other retail experience
Ability to effectively build relationships with customers, peers and leadership
Ability to prioritize multiple tasks in a fast paced environment
Proficiency in multiple operating systems such as, MS Windows, iOS and Android
Clear and effective written and verbal communication and strong interpersonal skills
Experience leading projects or initiatives a plus

Relationship Coordinator Resume Examples & Samples

80% Business Delivery & Operations
Coordinate ongoing administration and operations for BMO Retirement Services plan sponsors or BMO Trust & Custody Service clients to meet operational needs; address any issues or questions about retirement accounts or custody account issues, including but not limited to the following key accountabilities
Maintain legal files and documentation checklists in accordance with documentation standards
Coordinate internal and external auditor exception responses for the client
Coordinate plan procedures with internal partners and external customers
Communicate with clients on prototype plan changes
Respond to calls from internal partners and/or external clients on document interpretation
Prepare plan forms and administrative manuals for the use of plan sponsors and plan participants
Update coordinator procedures based on changes in legislation
Perform various functions associated with opening/closing accounts
Communicate with fee area on various matters including changes in the fee schedules
Review customer billings for accuracy and communicate with customer on changes in billing procedures as well as respond to inquiries on invoices
Work closely with the Transition Services team on balance forward activities for daily and new account conversions
Communicate with the client and Communication Specialist on employee enrollment and education services to address specific client business needs; coordinate employee enrollment and education meeting materials
Monitor completion of on-going service commitments such as completion of 5500’s, allocations, and year-end plan testing
Prepare materials for quarterly securities review meetings and attend meetings in Relationship Manager's absence
Instruct operational areas regarding cash movement and trading activity to meet ongoing business requirements
Bachelor’s degree required (ideally a degree in Finance/Business/Accounting)
Successful completion of the ASPPA (American Society of Pension Professionals & Actuaries) QKA (Qualified 401(k) Administrator) & QPA (Qualified Pension Administrator) designations is an asset
Minimum of 3 years professional work experience in related field in finance or financial services
In-depth knowledge of applicable ERISA and national/state pension laws governing Employee Benefit plans
Familiarity with current Employee Benefit issues
Working communication skills (both oral and written) in English
Working problem solving skills
Working analytical skills
Working organizational skills

Relationship Coordinator Supervisor Resume Examples & Samples

Minimum of 5 years previous sales and/or customer service experience
Minimum of 3 years supervisory experience
BA/BS desired
TS1 - TSYS Card Platform knowledge is highly desirable
Microsoft Office applications
Ability to handle multiple priorities
Proven ability to follow-up on non-resolved projects or issues
Strong verbal & written communication skills
Excellent problem solving skills
Courteous and professional manner
Demonstrated ability to prioritize tasks and work independently with little supervision

Client Relationship Coordinator Resume Examples & Samples

Serves as a strategic advisor to Human Resources Directors, HR community and Line-of-Business (LOB) managers and employees; managing multi-faceted client relationships, at all levels of the organization
Responsible for the oversight of the administration of benefit enrollments, life/work status changes, and problem resolution
Responsible for specialty service functions and projects related to the Health & Welfare benefit plans and other technical functions including, but not limited to
Acquisitions/Labor Conversions
COBRA Administration
Coordination of Benefits
Benefit Deduction Refunds and Adjustments
Qualified Medical Child Support Orders
Service Awards Administration
Benefits Orientation
Annual Open Enrollment
Summer Leave Process
Provides specific guidance and direction to Benefit Services call center staff to ensure proper workflow and to ensure customer service is delivered in a timely and cost-effect manner while maintaining the highest quality standards
Accountable for the administration/processing of daily work. Serves as the back up to the Benefit Services call center; reviews completed forms; updates systems with appropriate information
Manages and supports major projects and business development initiatives within assigned LOB and across all LOB’s as needed
Operates on a cross-functional team, and promotes teamwork within unit
Manages projects ensuring successful results
Provides life/work event counseling, benefit information and resolution of problems for employees of Aramark Corporation
Proactively identifies process improvement opportunities to eliminate manual activities
Acts as advocate to resolve employee problems regarding claim and eligibility issues. Supports resolution of serious or time consuming issues and escalates to Manager, as appropriate. Independently prioritizes workload
Must have strong analytical skills
Proficient in all Aramark Benefit and HR Systems (Payroll, H&W, SOC e-Library, eCMS, ADP/COBRA, etc.)
Primary responsibilities include
Ensure all components of ongoing service delivery work smoothly and result in high-quality service for plan participants
Work closely with the HR Community and LOB Clients on benefit needs
Participate on cross-functional teams; Step in to perform all tasks necessary to get the work done
Promote teamwork within the unit; assisting in the delivery of world class benefit services to the organization
Contributes to the development of high service standards and demonstrates customer service capabilities in the following areas: Health and Welfare (Medical, Dental, Life, Disability, COBRA, etc), Retirement Plan (401k), health care claims analysis, including prescription drug and dental plans
Assesses and responds to legal or compliance issues related to health care, retirement or other group benefit programs
Maintains strong partnerships with Aramark HR Community and LOB Clients to ensure delivery of customer service in a manner which is perceived by employees to be fair and equitable and ultimately delivers a high level of value-added organizational performance
Works closely with the Benefit Service Representatives and Employee Benefits Manager to define requirements and improve administrative processes
Successful candidates will have extensive experience in the client relationship and customer service areas with experience in group health care and retirement plan design, funding, and administration
Solid understanding of applicable benefits-related legislation and regulations
Proven results oriented ability with decision-making and problem solving skills
Experience solving difficult client problems in a complex environment
Bachelors Degree in Business, Human Resources, or equivalent work experience
4-5 years or more of practical business experience in Benefits/Retirement Plan customer service and administration
Solid PC skills needed, including Word, Excel and PowerPoint
Strong customer interactive listening skills
Positive and enthusiastic attitude
Demonstrated flexibility and teamwork
Demonstrated customer service, interpersonal, and communication skills (including conflict resolution)
Demonstrated problem-solving skills with experience solving difficult client problems in a complex environment
Demonstrated ability to work in a high volume/tight deadline environment
Proven ability to muti-task. Must be able to work on multiple projects simultaneously
Effective interaction with all levels of employees, including Senior Management

Private Client Relationship Coordinator Resume Examples & Samples

Experience working in an administrative and support capacity, ideally supporting a team of financial professionals
Must be highly organized, efficient and a problem solver
Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
Working knowledge of Microsoft Word, Excel and PowerPoint, MS Project is a plus

Client Relationship Coordinator Resume Examples & Samples

Provide day-to-day administrative and project management support to the NY CREs in support of the various Business Development initiatives that the team is engaged with
Assist with all aspects of client teaming: scheduling client team meetings, creating and proofing client research, capturing meeting notes and action items, scheduling follow-up meetings, and following-up on action items
Develop understanding of practice groups and partner strengths with a view to active involvement, with NY CREs and partners, in identifying and executing on business development opportunities
Assist on pitches and proposals, helping to draft related materials, client emails, scheduling pitch team meetings, and follow-up
Work with library to perform competitive intelligence gathering on clients, industries, markets and competitors
Assist with the tracking and follow-up of priority action items from various Business Development efforts
Coordinate special Business Development projects from inception through delivery
Update relevant firm databases (such as BD tracker), and other firmwide and office materials; act as point person for gathering and contributing information in connection with departmental and global firm resources and databases
An undergraduate degree is required; advanced degree in Marketing is a plus
Experience working in a law firm or corporate environment is a plus
Familiarity with Outlook, Word, PowerPoint
Familiarity with the New York legal/business market is a plus
Ability to be a proactive self-starter, who understands the details within a much larger context and demonstrates good judgment
Ability to identify and solve problems, work independently, and take initiative
Must be team-oriented and collaborative and be able to work across departments, without clear delineation of hierarchy, to execute projects
Ability to work effectively in a culturally and educationally diverse environment

Relationship Coordinator Resume Examples & Samples

Serving as day-to-day contact for banking servicing and transaction processing
Responding to client requests and inquiries in a timely and accurate manner
Keeping team apprised of changing client circumstances
Initiating account openings and closings as well as account maintenance requests
Processing transactions timely and accurately from start to completion
Researching account and transaction records to resolve discrepancies
Directing requests and unresolved issues to the designated resource
Monitoring account overdrafts and large transaction activity
Compiling required Know Your Client (KYC) documentation
Submitting Annual Client Updates (ACUs) as required
Preparing customized reports/summaries as needed
Providing back-up phone coverage when Private Bankers are unavailable
Assisting with the cross-training of new hires
Identifying and suggesting ways to improve current processes
Adhering to all regulatory policies and operating procedures

Relationship Coordinator Resume Examples & Samples

Work with customers to ensure proper documentation supporting the loss mitigation process is understood and received in a timely manner
Work collaboratively with MB Customer Assistance Relationship Manager to understand pipeline and how best to provide an enhanced customer experience by driving the process to ensure timely decisions within 30-days
Demonstrate flexibility and the willingness to cover other tasks as needed and adapt to ongoing changes
Knowledge of mortgage documentation and terminology relating to real estate transactions
Demonstrated excellent verbal and written communication skills
Highly effective organization and time management skills

Learning Business Relationship Coordinator Resume Examples & Samples

Solid PC skills with knowledge of MS Office with a heavy emphasis on Excel
Strong Windows and Intranet based application skills
Ability to manage multiple tasks and complex workload

Private Client Relationship Coordinator Resume Examples & Samples

Eagerness to contribute, ask questions, and provide solutions
Tact, discretion, and good judgment in handling sensitive and confidential information
Ability to innovate and improve processes
Positive attitude and work ethic

Client Relationship Coordinator Resume Examples & Samples

2+ years education or experience in client facing, customer service, public communications, or training
2+ years education or experience with PC & Mac computer systems including Networking, Print driver installation and web based portals
Basic understanding of Graphic Design tools (InDesign, Photoshop, Pantone) necessary
Robust understanding of Copiers/MFP’s/Scanners
Must be able to help in the physical installation of equipment; ability to push/pull/lift 50+lbs
Excellent Customer Service skills
Ability to communicate complex technical features in an understandable, simple, and memorable manner

Customer Relationship Coordinator w Resume Examples & Samples

Produce timely and accurate invoicing of Channel Partner software license fees, as applicable
Assist customers attempting to enroll for the company Customer Portal
Act as liaison to the sales channel by providing quality customer service and support, and resolving customer issues
Assistance/training of sales personnel for proper order submission and documentation
Interface with legal, accounting, and sales departments to facilitate procedural and policy adherence and to maximize revenue opportunities
Proactively seek ways to improve workflow, including identification of better ways to provide value-added customer service
Bachelor’s Degree preferred, but not required; Accounting or Business type coursework preferred
4 years minimum experience in a billing, order processing, or customer service environment
Must have previous experience with CRM (Customer Relationship Management) Systems and strong computer skills (MS Office Suite)
Understanding of Accounting Principles (GAAP)
Excellent customer services skills and orientation
Demonstrated organizational and analytical skills
Demonstrated ability and experience in a detail-oriented position in a fast paced work environment
Demonstrated ability to multi-task in a deadline driven environment

Client Relationship Coordinator Resume Examples & Samples

As appropriate, independently provide strategic account management support for individually assigned client teams
Assist on pitches and proposals, helping to draft related materials, client emails, scheduling pitch team prep and debrief meetings, and tracking follow up
Assist with other client development or business development initiatives and projects as the need arises from inception through delivery
A minimum of three years experience working in a law firm or corporate environment

Senior Client Relationship Coordinator Resume Examples & Samples

Independently provide strategic account management support for individually assigned client teams/lite teams
Work directly with individual partners and associates in a limited BD “coaching” capacity, providing ideas and tips on networking, BD pipeline tools, other BD tools, conference prep, research, and other basic BD functions
Conduct market/business research and analysis, including the development of tailored executive summaries highlighting key takeaways based on the opportunity
Assist CRE, and partner CCL(s) on client teams, with the development of annual client team plans as well as measuring progress against goals in each plan
Manage potential follow up regarding status of client/prospect outreach
Familiarity with Word, PowerPoint, Excel, and scheduling in Outlook
Excellent oral, written and interpersonal communication skills
Strong project management skills
Must be team-oriented and collaborative
Must have the knowledge, background and confidence to think beyond what is asked and challenge (when appropriate) the next steps being proposed

Client Relationship Coordinator Resume Examples & Samples

Minimum three years customer service experience required, ideally in a business to business or technical support environment
Minimum one year large client account management experience preferred
Minimum one year notifications systems or internal notification systems experience preferred
Minimum 1 year experience working in the healthcare or technical industries preferred

Internal Client Relationship Coordinator Resume Examples & Samples

Follows up on outstanding issues with internal functional areas as well as with external clients. Typical issues may be related to: plan documents, enrollment meetings, coordination of plan-level contact or plan changes, product changes, fund adds/eliminations, plan amendments, statement narratives, statement reviews and pricing changes/recoveries
Ensures issues are being resolved and clients are kept apprised of progress, providing the highest level of customer service and satisfaction. Typically handles standard/routine problems/issues and refers more complex issue to senior staff
May participate in conference calls and meetings to resolve questions or issues
Assists with the daily activities of the ICRM staff by handling, fund changes, re-prices, rescheduling of ET meetings and Plan Reviews
Over time and commensurate with experience, team member is expected to demonstrate overall proficiency, self-reliance and resourcefulness
Associates Degree, preferably in Business, Finance or a related field
A minimum of one year of experience in the financial services industry
Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans
Ability to multi-task, prioritize, and problem-solve effectively
FINRA Series 6 & 63 & applicable state insurance licenses required within 90 days of start date

Client Relationship Coordinator Resume Examples & Samples

Build and maintain proactive relationships with external and internal customers, relating well to individuals at all levels of an organization
Perform effectively and multi-task in high volume setting
Make decisions quickly and efficiently in deadline-oriented environment
Utilize technical troubleshooting and problem resolution methodologies in a short period of time while adhering to established policies and procedures
Exceptional interpersonal, verbal & written communication skills
Basic knowledge of Microsoft Office Programs, including Word, PowerPoint and Excel

Mortgage Banking Short Sale CA Relationship Coordinator Resume Examples & Samples

Work with customers to ensure proper documentation supporting the short sale process is understood and received in a timely manner
Manages pipeline, perform in-depth research, identify the appropriate action/resource for providing information, follow through to obtain information and resolve customer inquiries efficiently and thoroughly, meeting both quality and service level standards
Actively listen in order to research and appropriately answer customer questions solutions/recommendations
Work collaboratively with MB Short Sale Relationship Manager to understand pipeline and how best to provide an enhanced customer experience by driving the process to ensure timely decisions within 30-days
Review mortgage and other supporting documentation to ensure accuracy and package completion
Respond to customers in a timely manner, including follow up calls and written correspondence
Minimum of 2 years experience in Mortgage Banking including but not limited to Loss Mitigation, Underwriting, Foreclosure, Bankruptcy and/or Loan Originations preferred or a Bachelors degree in Business, Accounting or Finance
Proficiency in building and maintaining positive client relationships
Proven ability to actively listen and proactively provide appropriate solutions and problem solving
Ability to quickly absorb complex information, process information and apply appropriately to customer’s needs and understanding when to escalate items
Ability to work well under pressure while multi-tasking to meet deadlines

Temporary Customer Relationship Coordinator Resume Examples & Samples

Bachelor’s Degree in a business related field preferred. High School required
With BS degree minimum 1 year work experience; 2 year degree plus 3 years of work experience; without degree 5+ years of work experience (Customer Service or Material Handling experience preferred)
Product Knowledge specific to the forklift industry preferred
Strong working knowledge of Microsoft Office Suite required
Analytical/Problem Solving skills required
Experience with order management systems, CRM’s, quoting and other business management tools preferred
Attention to details and focus on customer service with the ability to handle difficult phone calls and stressful situations professionally

Customer Enquiries & Relationship Coordinator Resume Examples & Samples

Responsible for accurate and timely responses to all inbound enquiries from prospective or former students, business contacts and the public via email, telephone, Livechat and in person
Required to ensure all customers receive an impeccable service through careful attention to detail and unwavering high standards
Ensure the Pearson College London brand values are consistent in all information provided
Conduct pre-arranged and ad hoc Personal Visits and meetings with prospective students and applicants
Support the Senior Marketing and Conversion Officer with sending outbound direct mail packs and prospectuses, calling offer holders, applicants and parents
Manage the data entry from school/college visits into our CRM system (Salesforce)
Assist the events and student recruitment teams with the planning and delivery of events such as Open Days and Taster Days
Strong verbal and written communication skills, with the ability to communicate effectively with a variety of stakeholders
Excellent organizational and time-management skills
Able to demonstrate strong attention to detail and a methodical approach to work
A positive attitude and flexibility in your approach to work and colleagues
Demonstrate resilience and creativity in solving problems
Able to take bold and decisive action to deliver ambitious outcomes, and champion a culture of high performance
Ability to work well in a fast-paced, target driven environment
Willingness to work some evenings and weekends throughout the year
Degree or equivalent
Good working knowledge of Excel, Word and PowerPoint
CRM/Salesforce experience
An aptitude for Gmail, Google sheets, Google docs and other apps
Experience of marketing or student recruitment
Experience of working in a fast paced environment, with multiple priorities
Experience of working in customer service

Retirement Plan Internal Relationship Coordinator Resume Examples & Samples

Follows up on outstanding issues with internal functional areas aswell as with external clients. Typical issues may be related to: plandocuments, enrollment meetings, coordination of plan-level contact orplan changes, product changes, fund adds/eliminations, plan amendments, statement narratives, statement reviews and pricing changes/recoveries
Ensures issues are being resolved and clients are kept apprised ofprogress, providing the highest level of customer service and satisfaction. Typically handles standard/routine problems/issues and refers more complex issue to senior staff
May participate in conference calls and meetings to resolve questionsor issues
Assists with the daily activities of the IRM staff by handling, fundchanges, re-prices, rescheduling of ET meetings and Plan Reviews
Assists with research and long-term projects
Over time and commensurate with experience, team member is expectedto demonstrate overall proficiency, self-reliance and resourcefulness
A minimum of one year of experience in the financial services industry Knowledge of ERISA, DOL and applicable IRS regulations related to retirement plans

Relationship Coordinator Resume Examples & Samples

Coordinate ongoing administration and operations for OneAmerica Retirement Services LLC plan sponsors to meet client’s service needs
Provide relationship management support to plan sponsors in the absence of the relationship management team
Communicate with the client and Marketing Specialist on employee enrollment and education services to address specific client needs; coordinate employee enrollment and education meeting materials
Open new accounts with appropriate set-ups and ensure all proper documentation is in place according to standards
Manage the account closing process as required to meet industry guidelines and operational requirements
Communicate with fee area on various matters including changes in fee schedules and review customer billings for accuracy
Monitor completion of on-going service commitments such as completion of 5500s, allocations, and year-end plan testing
Partner with operational colleagues to address any client concerns
Work with internal and external partners to ensure the smooth administration of retirement accounts
Identify opportunities to expand the client relationship with OneAmerica Retirement Services products. 20% Risk Management
Follow appropriate policies and procedures, plan documents, and ERISA and DOL regulations to mitigate risk to OneAmerica Retirement Services LLC
Increase departmental knowledge of the retirement plan industry including changes in DOL and IRS regulations

Customer Relationship Coordinator Resume Examples & Samples

Act as the primary customer contact to process customer orders in an efficient and error free way and deal with any customer queries or complaints. This includes order capture, commitment to orders, resolution of obstacles to commitment (product supply, commercial, transport, HSSE and finance), confirmation, progression, order-amendments, invoicing, cash collection, managing complaints, indirect tax and some export related issues
Form a well-functioning Customer Team together with the Account Executive, Finance, Supply and Logistics to manage costs versus service levels while achieving the highest level of customer satisfaction
Build customer relationships via proactive customer calling, sensing, collecting Customer Intelligence and feeding it back to relevant Commercial colleagues
Actively promote e-Commerce, be fluent in various e-Commerce tools and able to assist customers with queries concerning these tools
Pro-actively liaise with the Account Executive to ensure credit issues are resolved with support from the credit organization as appropriate, receivables processes run smoothly and overdue payments are collected effectively without jeopardizing customer relationship. The CRC has joint ownership with the Account Executive for the cash collection process
Ensure customer master data is kept up to date, both in systems and in files. Make sure that control, legal and fiscal requirements are met and that evidences/authorizations are kept safely and rigorously for audit purpose
Liaise with HSSE, Carriers, Logistics, and Supply (internal and external), to ensure customer orders are fulfilled safely and satisfactorily and problems are resolved efficiently and timely
Contribute to Continuous Improvement mindset ensuring current processes are fit for purpose and efficient to provide excellent customer service
Occasionally manage stock levels at customer sites either as consignment stock or through a Supplier Managed Inventory system in order to optimize customers off take pattern with the cost of supply
High level of ownership, empowerment and discretion to resolve issues and complaints raised by customers in a quick and effective way
No subordinates

Strategic Relationship Coordinator Resume Examples & Samples

The Strategic Relationship Coordinator/Associate Rep will support AGS’s two Strategic Relationship Managers in managing our Inter-Company Sales & Marketing efforts. This is an inside sales role. Responsibilities will include supporting each sister company as they have needs for sales support at AGS. The Associate Rep will need to be fully versed in all the capabilities, products and services offered by AGS. This aspect of the job will occupy 75% of the Associate Rep’s time
Direct Sales Business Development Support: 25% of the Associate Rep’s time will be utilized in supporting AGS’s direct sales team with new business development account research. This will include identifying potential new accounts for AGS to call upon, identifying the best contact(s) within the account, identify the best AGS-RRD products and services that will help this account serve their customers and grow their business. Research will be entered into our SalesForce CRM
Review estimate requests, communicate with customers regarding any questions or specification adjustments needed and prepare write up for estimating to price the project
Review pricing received from estimating with VP of Sales to finalize pricing to end client
Prepare formal written pricing proposal for end client and send to customer
Follow up with customers on open estimates via phone and email
Attend planning meetings/conference calls and take notes
Prepare spreadsheets and grids for ongoing projects and pricing as requested (working knowledge of Microsoft products - Word, Excel)
Ability to cover desk when intercompany SRMs are on travel, press checks, or vacation
Ability to review jobs with Customer Service & Scheduling
Prepare sample packets/informational kits as needed to support selling efforts
Enter data and update routine spreadsheets for tracking estimates, pipeline reports, invoiced jobs, etc
Filing, copying, and helping organize paperwork for estimates and jobs
Assist in the development of specific materials targeted to sister company sales reps to familiarize them with AGS’s capabilities
Research potential new clients utilizing a variety of resources, identify the contact(s) for the AGS sales rep to connect with, contact information (phone number, email address, LinkedIn profile address). Identify the business opportunity for AGS to market towards
1+ years of inside sales experience required
1+ years of outside sales experience preferred

Senior Relationship Coordinator Resume Examples & Samples

The Senior Relationship Coordinator will handles escalated customer complaints upon customer or executive request and utilizes escalations as a method to train and develop staff working closely with management and the Quality Assurance Team
Observes calls in assigned Customer Service and Operations function to ensure proper quality and productivity offering employee coaching and development when necessary and/or required
Participates in the development, implementation and updates provided by Healthfirst to ensure departmental compliance. Due to the nature of additional responsibility their call volume will be substantially lower than any of the other relationship coordinators but they are required to take calls when needed. Also they are responsible for providing expertise and customer service support to the intake and enrollment team members and clients
Working under the direction of the Relationship Manager, maneuvers multiple tasks independently and leading the team with a fast-paced proactive vs. reactive approach to changing priorities, call volume and telemarketing call/appointment goals
Attention to managing many details and remaining focused in an environment with distractions
Responsible for all training of new hires as well as retraining needed for current employees
Fluency in reading and speaking Spanish and English
Inbound and outbound call center work experience with telemarketing responsibilities
Work experience within the healthcare industry
Must demonstrate a solid commitment to improving care for frail adults, as well as, a strong understanding of the value of integrated care
Strong professionalism and ethical standards
Work weekly schedule of 11:30AM to 8:00PM Monday through Friday with and flexibility and open availability as needed from 8:00AM to 8:00PM Monday through Friday, possibly Saturday from 10:00AM to 6:30PM. (8:00AM to 8:00PM 7 days a week during open enrollment.)
Occasional overtime as needed
Associate’s degree or higher from an accredited institution
Medicare, Medicaid, or Managed Care experience
Previous training experience in a customer service setting
Telephonic experience with frail adult or elderly population
Ability to create a positive impression during first contact with prospective members by setting the tone and being able to immediately demonstrate product knowledge and credibility with the goal of maximizing the number of scheduled appointments to achieve daily, weekly, and monthly goals
Persuasive and able to establish trust
Adept at operating within a diverse and multi-cultural work environment and community of Members such as Spanish, Chinese, Russian, Creole and Korean
Adept at working in an environment with fast-past changing priorities including high stress while achieving quota expectations

Relationship Coordinator Resume Examples & Samples

Dream Big, Plan Wisely
Break Down the Walls
Think Critically, Speak Up, Deliver with Pride
Inspire Through Trust, Lead By Example
Be Unstoppable
Ability to multitask and remain focused in an environment with distractions
Receives and screens all incoming SHP calls and handles Maximus ""warm transfer calls""
Enters all referrals into pre-enrollment database system
Transfers all incoming calls to appropriate staff, unit or department
Assist callers requesting enrollment application status information by transferring to appropriate staff as needed
Calls prospective SHP clients according to approved scripts within 24 hours
Searches ePACEs for Medicaid eligibility, exclusion, and exemption codes
Documents all client calls and outcomes in pre-enrollment database system
Achieves daily, weekly and monthly goals for outbound telemarketing calls and booking appointments
Calls prospective Healthfirst CompleteCare clients according to Centers for Medicare & Medicaid Services (CMS) approved scripts within 24 hours
Searches ePACES for Medicaid and Medicare eligibility, exclusion and exemption codes
Schedules all field appointments for SHP Enrollment Specialists and Intake Nurses in Electronic Medical Records database (EMR
Documents all special instructions in EMR schedule notes
Documents all client replies in EMR 1st-5th Contact milestones
Schedules field appointments for Healthfirst CompleteCare Specialist and Intake Nurses in EMR within 48 hours’ referral receipt while maximizing joint visits (Specialist + Nurse)
Contribute creative solutions and ownership of daily assignments for seamless communication and systematic completion of routine and special projects
Follow protocols and use common sense to escalate situations to management and clinical staff appropriately
Handle other duties as assigned with the occasional need to work weekends, additional hours before or after shift schedule and from other Healthfirst site locations
Supporting Relationship Coordinator outbound callers as needed
Engage in mastering the Divisions impact on Healthfirst, SHP and its Members
Fluency in reading and speaking English and Spanish
A solid commitment to improving care for frail adults
Experience with Medicare or Medicaid managed care plan products such as, Family Health Plus (FHP), Eastern Benefits System (EBS) and/or Federal Employee Program (FEP)
Work schedule 9:00am - 2:00pm M-F; Initial training for approx. 2 weeks could be longer
Occasional overtime with potential for occasional weekends
Extensive work experience including inbound and outbound call center with telemarketing responsibilities within a healthcare environment
Healthfirst product knowledge of CompleteCare, Senior Health Partners (SHP) or managed long-term care
Prior experience working with the frail adult or elderly population
A solid understanding of the value of integrated care
Experience in health insurance, home care environment, acute, sub-acute, long-term care (LTC) setting or managed-long term care (MLTCP)
Experience managing member information or appointments in a shared network environment using paperless database modules
Ability to create a positive impression during first contact with prospective members by setting the tone and being able to immediately demonstrate product knowledge and credibility with the goal of maximizing the number of scheduled appointments to achieve daily, weekly, and monthly goals. Persuasive and able to establish trust
Accurate typing skills including excellent written communication and the ability to document grammatically correct notes
Understanding of and sensitivity to cultural differences and needs of the community are essential
Ability to maintain a calm, neutral disposition while managing many details in a distracting environment