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Client Services Coordinator

Location: Carmel
Posted on: May 3, 2021

Job Description:

Job DetailsLevelEntryJob LocationIndy - Carmel, INPosition TypeFull TimeEducation Level4 Year DegreeTravel PercentageNoneJob ShiftDayJob CategoryAdmin - ClericalDescriptionTHE CLIENT SERVICES COORDINATOR PLAYS A CRITICAL ROLE IN SUPPORTING THE BENEFITS CONSULTING TEAM INCLUDING DELIVERING CLIENT SERVICE SUPPORT, COORDINATING WITH CLIENT EXECUTIVES TO DISTRIBUTE WRITTEN MATERIALS AND MAINTAINING CONSISTENCY AMONG CLIENT DELIVERABLES.ESSENTIAL FUNCTIONSSchedule client meetings in coordination with Benefits Consulting team's calendarsPrepare and format PowerPoint presentations for client meetings at the direction of Client ExecutivesWork directly with members of the Benefits Consulting team on a variety of client deliverables as directed by Client ExecutivesDeliver client service support by providing assistance with a high sense of urgencyProvide an editorial review of client deliverables (spelling, grammar) and compare/check key content against source of truthCoordinate printing of client deliverablesCoordinate with Client Executives on distributing meeting notes and assisting with action itemsPull data/reports on behalf of the Benefits Consulting teamAssist with updating Agency Management System and CRMEstablish and sustain a high level of professionalism among staff, clientele and business partnersVarious other duties assignedTECHNICAL FUNCTIONSProficiency in MS Office products (Excel, Word, Outlook, PowerPoint)QualificationsREQUIRED EXPERIENCE2+ years of experience as client services coordinator, administrative assistant or other relevant administrative support experienceHighly organized and detail-orientedAbility to organize a daily workload by prioritiesResourceful, and proactive self-starter with the ability to think aheadAptitude to meet deadlines in a fast-paced, quickly changing environmentExcellent written and verbal communication skills; professional presentationExcellent customer service skillsREQUIRED EDUCATION/CERTIFICATIONBachelor's degree requiredJOB LOCATIONCarmel, Indiana

Keywords: MJ INSURANCE INC, Carmel , Client Services Coordinator, Other , Carmel, Indiana

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