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Client Services Coordinator - Orlando, FL Area

Charles Taylor
Orlando, USA
Full-time
No Prior Experience Required
Onsite
Discovered 1 months ago

Full Job Posting

  • Receive, acknowledge, and process new investigative assignments from clients.
  • Accurately enter assignment information, client instructions, and supporting documentation into the case management system.
  • Review incoming assignments for completeness and identify missing or unclear information.
  • Communicate directly with clients by phone and email regarding new assignments, questions, missing information, and clarification of investigative requests.
  • Coordinate with regional management, Sales, and other internal team members when additional information or clarification is needed.
  • Assist with preliminary case setup and other initial case-related tasks before assignments are moved forward.
  • Receive, sort, and process incoming mail and ensure materials are routed appropriately.
  • Prepare and process outgoing mail, correspondence, documents, and case-related materials.
  • Coordinate shipping and mailing of evidence or other materials as needed.
  • Receive incoming evidence, documents, media, and other case-related materials and accurately upload or associate them with the appropriate case.
  • Maintain organized and accurate electronic and physical records.
  • Assist with additional Client Services and administrative responsibilities as needed.
  • Exceptional customer service skills and a professional, personable approach to client communication.
  • Strong attention to detail and commitment to accuracy.
  • Excellent written and verbal communication skills.
  • Strong organizational and time management skills.
  • Ability to prioritize and multitask in a fast-paced environment.
  • Ability to manage competing priorities while maintaining accuracy and responsiveness.
  • Strong data entry and computer skills.
  • Ability to learn new software, systems, and processes quickly.
  • Ability to write clear and professional business emails.
  • Professional telephone communication skills.
  • Strong interpersonal skills and ability to work cooperatively with others to achieve a common goal.
  • Ability to take direction, follow up, take initiative, and complete tasks in a timely manner.
  • Adaptability, initiative, and dependability.
  • Ability to work independently while recognizing when clarification or assistance is needed.
  • Ability to maintain absolute confidentiality with respect to client, case, and Company information.
  • Competent personal computer skills using Microsoft Office applications, electronic mail systems, and routine database activity.
  • Ability to maintain regular and acceptable attendance at such level as determined in the Company's sole discretion.
  • High school diploma or general education degree (GED) required.
  • Previous customer service, administrative, receptionist, client services, or data entry experience preferred.
  • Experience working in a fast-paced office environment preferred.
  • Previous insurance or investigative industry experience is a plus, but not required.

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