Client Service Coordinator

Position: Client Service Coordinator

Location: Cincinnati Ohio

• Youve danced in the realm of life insurance retirement plans or financial services and know the steps like nobody else!
• Youre like a detective with a magnifying glass spotting mistakes before they even dare to show their faces.
• Data entry isnt just a task for you its an art form and youre the Picasso of spreadsheets.
• You relentlessly find answers gather documents and get connected to the right folks. Resilience isnt just a word in your dictionary; you live it.
• Your organizational skills are like a welloiled machine smooth efficient and ready to tackle any task with precision.
• Support isnt just a role for you its a calling and you answer it with passion and dedication.
• Youre a pro at working autonomously. When youre on a mission nothing can stop you from reaching your destination.
• You know your way around Microsoft Suite.

• Put your creativity to the test as you craft service tickets dive into the depths of research and track progress like a seasoned detective on the hunt for answers.
• Communicate with internal teams touching base with key client contacts or liaising with insurance carriers and other stakeholders.
• Embrace change like a pro as you navigate through inforce policy changes completing carrier forms with the finesse of an artist signing their masterpiece.
• Legal compliance and accounting updates oh my! Youll be ensuring everythings in tiptop shape and compliant with regulations.
• Craft monthly quarterly and annual reports for our inforce plans weaving together data and insights.
• Solve puzzles through research resolve issues and communicate solutions to our internal team key client contacts insurance carriers and other stakeholders.
• Be the welcoming committee as you transition new clients into the fold ensuring our newest additions feel right at home as they journey from onboarding to ongoing support.