Enter a job title or keyword
Client Services Coordinator Orlando, FL Area
Job Location:
Job Location:
Orlando, FL - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
22 August 2026 (13 days ago)
Posted:
Application Deadline:
19 November 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Charles Taylor is a highly successful global provider of professional services to the insurance industry. Contego Investigative Services LLC a division of Charles Taylor is a leading nationwide Investigative Services company with offices located across the United States.
We are seeking a Client Services Coordinator to join our Maitland Florida team. This is a full-time in-office position.
Position Summary
The Client Services Coordinator is responsible for receiving and processing new investigative assignments communicating directly with clients and accurately entering assignment information into the case management system. This position assists with preliminary case setup reviews incoming requests for necessary information and works with clients and internal team members to obtain clarification or additional details when needed.
As an in-office member of the Client Services team this position is also responsible for managing incoming and outgoing mail preparing documents and materials for mailing or shipment receiving and uploading evidence and case-related materials and ensuring all materials are properly routed and associated with the appropriate assignments.
This is a fast-paced role that requires exceptional customer service strong attention to detail and the ability to manage multiple priorities at once. The ideal candidate is organized dependable comfortable communicating directly with clients and able to work independently while taking initiative. Training is provided with opportunities for growth within the company.
Responsibilities
- 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.
Qualifications
- 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 Companys sole discretion.
Education
- 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.
Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical dental vision life insurance and 401(K) with match. If you are seeking a career where you can achieve great things for great clients in a supportive and collaborative environment then we may be the place for you.
Values
At Charles Taylor our values define our identity principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility Integrity Care Accountability and Collaboration.
Equal Opportunity Employer
Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age disability gender identity marital/ family status race religion sex or sexual orientation.
Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful inclusive and diverse culture and environment which we are proud to be a part of at Charles Taylor.
About Charles Taylor
Charles Taylor is an independent global provider of claims solutions insurance management services and technology platforms for all property and casualty markets including commercial property workers compensation and auto/liability. We offer complex loss adjusting technical services third-party administration and managed care programs with specialization in catastrophic aviation energy and marine claims. With over 100 years of expertise at our core we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.
Required Experience:
IC
