Client Service Coordinator

Client Services Coordinator Job Description

Join a growing team as a Client Services and Licensing Coordinator where the main focus is providing quality service to our clients nationwide and supporting our newest associates with the license process. You’ll be joining the team of a dynamic Financial Services Professional that helps people make, save and protect their most precious assets, themselves and their money. Your job is to serve as a back up to the current Client Services coordinator, assisting to make sure all policies are placed in a timely fashion; this includes connecting with clients being phone, text and email as well as connecting with the different insurance companies we work with. This is a part-time fully remote position. Individuals in the Chicagoland area are preferred.

Our Core Values

D - Disciplined Decisive Action

Y - Youthful Enthusiasm

N - Never Quit

A - Always Aligned

S - Student Forever

T - Trust the S.Y.S.T.E.M.

Y - You are the CEO of You

Position Summary

Licensing Coordinator

• Assist new associates with the licensing process which includes pre-licensing, scheduling their exam, completing continuing education, printing their license, and getting appointed with the insurance companies (carriers)
• Check-in with associates multiple times weekly to encourage them through the process and ensure they complete prelicensing within 2 to 4 weeks
• Create a tracking system for all in pre-licensing and report weekly to the Agency Owner
• Weekly Zoom meetings with agency owner to provide updates and process issues

Client Service Back-Up

• Contact clients by email and phone to inform them of the status of their policies once submitted throughout the policy until an approval or denial is communicated by the insurance carrier
• Coordinate scheduling of paramed appointments with the client (if needed)
• Utilizing patent urgency contact clients by phone and email when additional requirements are requested of the client by the carrier (goal is to have all requirements submitted within 7 to 10 business days)
• When EFT payment issues are communicated immediately contact the client in an effort to have the payment submitted within 48 hours for persistency.
• Provide a weekly chargeback report to the agency owner
• Provide a weekly placement status report to the agency owner
• Weekly Zoom meetings with agency owner to provide updates and process issues

Education and Experience:

• HS Diploma/GED
• Customer service experience preferred
• Experience working in a corporate/professional environment preferred

Required Knowledge, Skills and Abilities:

• Excellent written and verbal communication skills
• Must be able to handle a wide work variety and work in a fast-paced environment.
• Must be a detail-oriented, organized, self-starter, and have an ability to prioritize workload.
• Proficient in Microsoft Office, specifically Word, Excel, and Outlook, Gmail, Monday.com
• Patience
• Enthusiasm
• Critical Thinking Skills
• Flexibility
• Attention to Detail

Must have high-speed internet access and a computer/laptop to complete the job's essential duties.

Job Type: Part-time

Pay: $16.00 - $17.00 per hour

Expected hours: 5 – 10 per week

Schedule:

• Monday to Friday
• Weekends as needed

Experience:

• Customer service: 1 year (Required)

Location:

• Chicago, IL (Required)

Work Location: Remote