Client Relationship Coordinator

Job Title: Client Relationship Coordinator
Position Type: Full-Time

Position Overview

The Client Relationship Coordinator provides high-level administrative and operational support to financial representatives and staff, while serving as a key point of contact for clients and policyowners. This role is primarily administrative in nature, with a strong focus on organization, accuracy, process execution, and office coordination.

Key Responsibilities

Administrative & Operational Support (Primary Focus)

• Provide comprehensive administrative support to financial representatives and team members
• Prepare, process, and track client paperwork, forms, and service requests
• Accurately collect, document, and input client meeting notes into internal systems
• Maintain calendars, assist with scheduling, and coordinate client appointments as needed
• Manage incoming and outgoing mail, scanning, and document distribution
• Organize and maintain office systems, supplies, and administrative workflows

Client Service & Policy Administration

• Serve as a point of contact for client and policyowner inquiries, providing timely and professional responses
• Address basic policy and benefit questions and route more complex inquiries appropriately
• Process or coordinate risk product (POS) service requests, including:
• Name and address changes
• Beneficiary updates
• Insurance Service Account updates and payment facilitation
• Monitor and follow up on outstanding service requests to ensure completion

Compliance & Data Management

• Create, maintain, and audit client files to ensure compliance with company standards and regulatory requirements
• Ensure all client documentation is accurate, complete, and properly stored
• Maintain strict confidentiality of client information

Front Office & Office Coordination

• Greet and assist visitors in a professional manner
• Answer, screen, and route incoming calls; record and distribute messages accurately
• Maintain a clean, organized, and professional reception and common areas

Team Support & Cross-Training

• Collaborate with team members to support overall office efficiency
• Cross-train in additional administrative and support functions
• Identify opportunities to improve administrative processes and workflow efficiency

Qualifications

Required Skills & Experience

• High school diploma or equivalent required; associate or bachelor’s degree preferred
• Proficiency in Microsoft Office (Word, Excel, Outlook)
• Strong administrative and organizational skills with exceptional attention to detail
• Ability to manage multiple tasks, deadlines, and priorities with accuracy
• Excellent written and verbal communication skills
• Ability to work independently and exercise sound judgment
• Professional demeanor and strong interpersonal skills

Preferred Qualifications

• 1–3 years of administrative or office support experience
• Experience in a client service or professional office environment
• Familiarity with multi-line phone systems
• Experience in financial services, insurance, or related industry

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person