Client Service Specialist / Office Coordinator

Job Description

Position Summary

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

Key Responsibilities

·         Schedule policy delivery appointments upon receipt of policies

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

·         Send out additional premium reminder letters

·         Hold annual reviews and update