7 client coordinator jobs found in The Villages

Client Contact Coordinator acts as the primary point of contact by personally providing prompt, efficient, and high-quality service to clients by directing clients to the appropriate team member and assisting clients and/or advisors with service requests. PRIMARY RESPONSIBILITIES: Greeting & assisting clients entering the office Provide policy documents and identification cards In person, via email or fax Assist clients with billing questions and premium payment processing Including change in payment plans Establishing EFT or RCC and securing necessary forms/signatures Pull overflow payment messages and return client calls Support service teams in gathering: Golf car changes, Auto changes, Mortgages changes, Policy cancellations Obtain necessary signatures on paperwork Support Risk Consultants Call clients if R/C is running behind their scheduled appointment Attached in Agency Management System applications completed through DocuSign Follow up on applications not completed...

The Administrative Assistant provides essential support to ensure the efficient operation of the office. This role involves performing a variety of administrative tasks, including managing schedules, handling correspondence, and assisting with project coordination. Your Impact Answer and direct phone calls, take messages, and manage communications. Organize and maintain files, records, and office supplies. Schedule and coordinate meetings, appointments, and travel arrangements. Prepare and edit correspondence, reports, and presentations as needed. Assist in the organization of company events and activities. Successful Candidate Will Have High school diploma or equivalent (Associate’s or Bachelor’s degree preferred) 1-3 years of experience in an administrative role. Strong organizational and time management skills. Excellent written and verbal communication abilities. Proficiency in Microsoft Office Suite and other office software. Risk...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. With exclusive access to The Villages residents and a focus on personal lines, you'll have the chance to work closely with clients in a thriving community and make a real impact on their insurance needs. By joining our team, you'll have the chance to work with exclusive...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Are you ready to kickstart your career in the insurance industry or take your   expertise   to the next level? Look no further! We are thrilled to announce that we have exciting opportunities available for early-career s   and seasoned advisors in one of our...

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management. Are you ready to kickstart your career in the insurance industry or take your expertise to the next level? Look no further! We are thrilled to announce that we have exciting opportunities available for early-career and seasoned advisors in one of our several Villages...

The Administrative Assistant provides essential support to ensure the efficient operation of the office. This role involves performing a variety of administrative tasks, including managing schedules, handling correspondence, and assisting with project coordination. Your Impact Answer and direct phone calls, take messages, and manage communications. Organize and maintain files, records, and office supplies. Schedule and coordinate meetings, appointments, and travel arrangements. Prepare and edit correspondence, reports, and presentations as needed. Assist in the organization of company events and activities. Successful Candidate Will Have High school diploma or equivalent (Associate’s or Bachelor’s degree preferred). 1-3 years of experience in an administrative role. Strong organizational and time management skills. Excellent written and verbal communication abilities. Proficiency in Microsoft Office Suite and other office software. Risk...

The Administrative Assistant provides essential support to ensure the efficient operation of the office. This role involves performing a variety of administrative tasks, including managing schedules, handling correspondence, and assisting with project coordination. Your Impact Answer and direct phone calls, take messages, and manage communications. Organize and maintain files, records, and office supplies. Schedule and coordinate meetings, appointments, and travel arrangements. Prepare and edit correspondence, reports, and presentations as needed. Assist in the organization of company events and activities. Successful Candidate Will Have High school diploma or equivalent (Associate’s or Bachelor’s degree preferred) 1-3 years of experience in an administrative role. Strong organizational and time management skills. Excellent written and verbal communication abilities. Proficiency in Microsoft Office Suite and other office software. Risk Strategies is the 9th...