101 client coordinator jobs found

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...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Marketing Specialist to join our growing team.  The Marketing Coordinator responsibilities include collecting and entering information in databases and maintaining accurate records of valuable company information. A candidate will need to efficiently manage a large amount of information that is often sensitive or confidential. Responsibilities also include, assisting with training of the sales and remarketing team, marketing new business leads, assist with client phone calls, contribute to sales new business goals, and coverage of Sales and Rewrites Team when situations occur (teammate vacation, leave or heavy workload). The Marketing Coordinator, Sales Coordinator and Sales Coach are to work hand in hand in the success of the Sales and Rewrite Team How You Will Contribute Update the company...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is Seeking a Sales Coordinator to join our growing team. Provide administrative support and value-add services to Personal Lines Account Manager, Team Leaders and Producers. How You Will Contribute Develop a full working knowledge of procedures. Handle client requests for information, endorsements, cancellations and other services as required. Full responsibility for all Service Center Accounts. Be proficient in available carrier rating systems where provided for Agency use. Develop a good working knowledge of company underwriting philosophies and appetites. Review policies, endorsements, audits and quotations prepared by our carriers for accuracy and completeness. Assist in the compilation and preparation of data. Keep Team Leader informed of any service problems. Utilize agency automation with a...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Leave of Absence Coordinator Leave of Absence Coordinator Our teams thrive together! We collaborate in person and embrace a flexible hybrid work style. To join us, you’ll need to live near one of our dynamic Centers of Excellence📍 Orlando, FL 12650 Ingenuity Dr, Orlando, FL 32826 ✨ What we offer: A stable, consistent work environment —both in-office and virtual A comprehensive training program to help you support employees and customers from some...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator  to their  Acentria team. Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications:  Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator  to their  Acentria team. Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications:  Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator  to their  Acentria team. Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications:  Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator  to their  Acentria team. Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications:  Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firms in the US, is adding a Commercial Lines Account Coordinator  to their  Acentria team. Job Summary: The Account Coordinator I is responsible for daily servicing of clients including new and renewal business processing while maintaining exceptional customer relations with clients. This position processes administrative tasks as needed, services clients in a timely manner, and performs such other duties as are required to establish, service and maintain accounts. Essential Functions: Maintains open items checklists/timelines Prepares certificates of insurance Works directly with account managers assisting with tasks associated with client insurance servicing. Familiarity with administrative office tasks Competencies & Qualifications:  Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent...

PURPOSE:  This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.  As a Personal Lines Account Coordinator within the Shepherd family, you will assist account managers and insurance advisors in the handling and processing of new and renewal personal lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and assisting in servicing personal accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. RESPONSIBILITIES:  · Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary through...

Job Summary:   To assist the Commercial Lines service staff and Client Advisors (as necessary) in servicing new and existing accounts, with a positive attitude, as stated by agency guidelines and procedures. A Commercial Lines Account Coordinator is committed to delivering a consistently impeccable experience.  Responsibilities:   Essential Functions include the following. Other duties may be assigned.  Renewal Preparation  Produce pre-renewal and renewal schedules at the request of the Account  Manager/Executive.  Request loss runs.  Create premium loss summary, where applicable.  Research and prepare premium finance agreement for Account Manager/Executive’s review. Activate premium finance agreement and perform follow-up.  Obtain MVR’s, as required.  Proof of Coverage  Provide proof of insurance to clients and/or mortgagees via ID cards, certificates of insurance, or evidence of insurance after verifying coverage to avoid issues involving...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Coordinator to join our growing team in Fort Lauderdale, FL!     The primary responsibility of this position is to support business relationships with an assigned group of clients by providing customer service and follow-up . This individual will work closely with Account Executives, Producers, Marketing Reps, and other Brown and Brown team members to service clients and support the implementation and renewal of health and welfare programs.     How You Will Contribute:   Ensure overall client satisfaction by providing timely resolution and follow up of service issues that may arise including claims, billing, eligibility, enrollment, etc.; Document all client inquiries and service issues.   Work under...

SUMMARY: Participates in the processing of insurance claims by performing the following administrative duties. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following; other duties may be assigned. Review insurance claim forms and related documents (e.g., medical records) for required information. Enter new claim setup information into claims management system (ClaimsXPress). Maintain existing files in claims management system. Print and prepare outgoing letters and forms on behalf of claims adjusters. Scan and sort incoming daily mail. Pay claim-related expenses as authorized. Handle incoming calls. Make outgoing calls as specifically required. Assist Claims Support Specialists with special research and daily projects as needed. Assist Team Leads with special training projects as needed. Execute special projects for adjusters and supervisors as needed, including file research and preparation. Execute temporary and ongoing special projects for clients,...

Foundation Risk Partners , one of the fastest growing insurance brokerage and consulting firm in the US, is adding an Office Coordinator to their  Acentria team in Destin, FL .  Job Summary: The Office Coordinator duties and responsibilities include providing administrative support to ensure efficient operation of the branch. This position is familiar with a variety of the team’s concepts, practices, and procedures and assists in administrative or clerical duties. Provide clerical assistance to operations support. Essential Functions: Greets and announces visitors Answers phones and directs calls to appropriate team member and/or relay messages accurately General office duties including providing clerical support to team Keeps supplies stocked and organized Receives and stamps incoming mail and distributes accurately and timely Prepares certificates of insurance Regularly interacts with clients and will help resolve...

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Patient Care Coordinator PRIMARY PURPOSE:  To provide world class customer service and service delivery to our clients and patients through processing referrals in the delivery of medical goods and services. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Reaches out to patients in relation to new or already processing referrals confirming patient demographic information, providing updates on the referral, and/or confirming delivery of said goods or service....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Patient Care Coordinator PRIMARY PURPOSE:  To provide world class customer service and service delivery to our clients and patients through processing referrals in the delivery of medical goods and services. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Reaches out to patients in relation to new or already processing referrals confirming patient demographic information, providing updates on the referral, and/or confirming delivery of said goods or service....

By joining Sedgwick, you'll be part of something truly meaningful. It’s what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture, and enjoy work-life balance. Here, there’s no limit to what you can achieve. Newsweek Recognizes Sedgwick as America’s Greatest Workplaces National Top Companies Certified as a Great Place to Work® Fortune Best Workplaces in Financial Services & Insurance Mgr Client Services PRIMARY PURPOSE : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention. ESSENTIAL FUNCTIONS and RESPONSIBILITIES Performs client renewal and Client Service Instruction preparation for...

Department: Commercial Lines: Condo Location: Florida, USA (hybrid) About Acrisure   A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.    Job Description New Business Assists clients with coverage changes in an automated environment supported by an imaging system; determines whether delayed or advanced billing is appropriate and invoices accordingly. Uses each client contact as an opportunity to review the entire account, round it out, and market as needed. Informs and educates clients about policy coverages, changes, exclusions, and insurance coverage needs. Provides technical support to producer(s) to benefit clients and support the agency’s...

Providing quality service and accurate results supports Ascential Care Partner’s primary mission as a trusted adviser to our clients.    As a Telephonic Nurse Case Manager, you will be working in a fast-growing company and work environment. Your valuable role requires working closely with treating physicians/providers, employers, claim representatives, legal representatives, and the injured/ disabled person to create and implement safe and effective Return to Work plans, and facilitate appropriate and cost-effective medical services to achieve maximum medical improvement and recovery.  As a member of our team, you will continue to reinforce Ascential’s mission of being a market leader and collaborative partner to current and prospective customers and partners.  Job Duties: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Case Management & Application of Knowledge:   Demonstrate and apply...

Providing quality service and accurate results supports Ascential Care Partner’s primary mission as a trusted adviser to our clients. As a Telephonic Nurse Case Manager, you will be working in a fast-growing company and work environment. Your valuable role requires working closely with treating physicians/providers, employers, claim representatives, legal representatives, and the injured/ disabled person to create and implement safe and effective Return to Work plans, and facilitate appropriate and cost-effective medical services to achieve maximum medical improvement and recovery. As a member of our team, you will continue to reinforce Ascential’s mission of being a market leader and collaborative partner to current and prospective customers and partners. Job Duties: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Case Management & Application of Knowledge: o Demonstrate and apply knowledge of case...