Client Services Coordinator

New York City, NY - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

The Client Services Coordinator at Ascendant Insurance Solutions plays a crucial role in facilitating communication between clients insurance carriers and internal teams. Responsibilities include managing account activities ensuring policy accuracy handling service requests and delivering top-notch customer service. Ideal candidates are detail-oriented organized and experienced in insurance documentation and client communications.

Key Responsibilities:

Serve as the primary contact for client inquiries via phone and email.
Assist clients with policy changes renewals certificates of insurance and billing inquiries.
Coordinate with insurance carriers and underwriters for quotes coverage details and policy updates.
Prepare and process insurance documentation such as applications binders and renewal packets.
Maintain accurate client records in agency management systems (AMS/CRM).
Track renewal timelines and follow up with clients for timely processing.
Support Account Managers and Producers with administrative tasks.
Ensure compliance with insurance regulations and company procedures.
Resolve client issues promptly and professionally.
Maintain high standards of confidentiality and data security.

Required Qualifications:

High school diploma or equivalent (Associates or Bachelors degree preferred).
13 years of experience in insurance customer service or administrative coordination.
Strong organizational and multitasking skills.
Excellent written and verbal communication skills.
Proficiency in Microsoft Office and agency management systems.
Ability to manage deadlines in a fast-paced environment.