Administrative Assitant / Client Care Coordinator

Benefits: 401(k) 401(k) matching Dental insurance Health insurance Are you a proactive, assertive, take-charge person? When something is of value to you, do you have an almost uncanny ability to think ahead and charge forward to attain goals? Do you thrive in a work environment that allows for independence, freedom, change, and collaboration? Are you comfortable making decisions after thorough analysis and low-risk evaluation? Do you see yourself as a leader and a team player, eager to contribute to solutions? Do you prefer not to delegate tasks that you believe only you can do well? Are you self-critical and maintain a direct communication style that fosters good relationships with your team? If this describes you, please complete our Culture Index survey: Basic functions: The Client Care Coordinator (CCC) acts as a liaison to identify project requirements, organize services, support the team, ensure compliance, and assist with scheduling and dispatching. The CCC supports client administration, communication, and follow-up, and provides internal support for compliance, accounting, and client interactions. Basic Requirements: High School Diploma Excellent administrative and process skills Customer Service experience At least two years in an administrative role Proficiency with Microsoft Office 365 Ability to learn systems like RMS, XactAnalysis, Symbility, or similar Ability to work independently Key skills include: Highly organized Adaptability and prioritization Strong communication skills Problem-solving skills Overall Duties Include: Answering calls on office and mobile lines Managing new loss intake and initial needs coordination Monitoring XactAnalysis and Symbility for claims updates Educating and communicating with clients from start to finish Participating in team meetings and conducting wellness calls Maintaining notes, documents, and compliance in the client portal Supporting team with job updates Ensuring compliance with Service Level Agreements and understanding insurance claims processes Managing mortgage-related claim demands Providing accounting support for receivables and payables Communicating invoicing and collections #J-18808-Ljbffr