Client Experience Coordinator
Client Experience Coordinator
Posted on :
08-05-2025
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1 Vacancy
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Job Description
Client Experience Coordinator
Job Description
Job Description
Department: Sales Support
Reports to: Client Experience Manager
Direct Reports: No
Schedule: FullTime InOffice/Hybrid
Location: Austin TX
Exempt Status: Nonexempt
The information contained herein is not intended to be an allinclusive list of the duties and responsibilities of the job nor are they intended to be an allinclusive list of the skills and abilities required to do the job. Management may at its discretion assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
Exempt Status: Nonexempt
The information contained herein is not intended to be an allinclusive list of the duties and responsibilities of the job nor are they intended to be an allinclusive list of the skills and abilities required to do the job. Management may at its discretion assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.
Job Purpose
- The Client Experience Coordinator is responsible for providing support to the sales team and agent/dealer partners. They will assist with resolving concerns promptly generally providing realtime support ensuring that our partners receive the highest level of service.
- Essential Job Functions
- Support in the creation and delivery of a hightouch personalized agent experience
- Assist with building strong client/sales relationships to maintain and enhance new business
- Educate Dealers Agents and internal customers on policy and productrelated inquiries while assisting agents with product selection coverage and overall product knowledge.
- Review internal records to assess an agent/dealers history enabling the creation of an accurate pricing and product profile. (Agent Rate Schedules Dealer Rate Schedules Verify Correct Rates)
- Receive and track deal jackets for new dealers program updates or rate change requests.
- Operate in a call centerlike environment Sales Inbox and Sales Phone Line
- Train agents and dealers on our Dealer Administration Portal and RoadVantage Portal
- Provide support with missing dealer and agent paperwork as well as training on paperwork procedures.
- Collaborate with various departments on open tasks and assist with troubleshooting when needed
- Address menu discrepancies VIN issues and lender rejections.
Minimum Qualifications
- 12 years of experience in customer service sales support or a related field (experience in a call center environment is a plus).
- Proficient in Microsoft Office (Word Excel Outlook).
- Ability to perform calculations work with numbers and interpret basic data accurately.
- Strong verbal and written communication.
- Detailoriented with the ability to manage multiple tasks.
- Ability to review data identify issues and resolve discrepancies.
- Ability to collaborate across teams to fulfill internal and external customer expectations.
Required Experience:
IC
Employment Type
Full Time
Key Skills
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