Client Services Coordinator

TalentFund; United States; On-site; USD 42,000 - 54,000; Full time

Job summary

TalentFund is seeking a Client Service Coordinator to provide high-touch, organized support for clients within the insurance industry. The role emphasizes ownership, proactive communication, and clear guidance to navigate insurance questions and services.

You will handle client inquiries across channels, collaborate with internal teams, and contribute to a seamless, concierge-level client experience in an in-office setting.

Qualifications

• Experience in client service or high-touch service environments.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and follow through to resolution.
• Comfortable learning insurance products, terminology, systems, and processes.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• CRM experience is helpful.

Responsibilities

• Serve as a primary contact for clients across phone, email, and other channels with timely, personalized service.
• Assist clients with insurance questions, coverage, claims, documentation, and general account needs; translate complex info into clear guidance.
• Research and resolve client issues by coordinating with internal teams, insurance partners, providers, and third parties as needed.
• Take ownership of client requests from inquiry through resolution with documentation and proactive follow-up.
• Build strong client relationships, identify service issues, and look for opportunities to improve the overall client experience.

Skills

Service-minded

Problem solver

Detail-oriented

Organized

Proactive

Strong communicator

Calm under pressure

Collaborative

Tools

Microsoft Office

Job description

We are seeking a highly organized, service-oriented Client Service Coordinator to join an established organization within the insurance industry. This individual will serve as a trusted resource for clients, providing responsive, high-touch support and helping navigate questions, requests, and issues related to their insurance coverage and services.

The ideal candidate enjoys taking ownership of problems, digging into details, and creating a seamless experience for clients. This is a hands-on service role for someone who is naturally resourceful, communicates well, and takes pride in making complicated situations feel simple.

Key Responsibilities

• Serve as a primary point of contact for clients, delivering timely, professional, and highly personalized service across phone, email, and other communication channels.
• Assist clients with insurance-related questions, coverage, claims, documentation, and general account needs, translating complex information into clear, straightforward guidance.
• Research and resolve client issues by coordinating with internal teams, insurance partners, providers, and other third parties as needed.
• Take ownership of client requests from initial inquiry through resolution, ensuring accurate documentation, proactive follow-up, and strong attention to detail.
• Build strong client relationships while identifying service issues, solving problems, and looking for opportunities to improve the overall client experience.

What We're Looking For

• Service-minded: You genuinely enjoy helping people and creating a positive client experience.
• A natural problem solver: You are comfortable researching an issue, asking the right questions, and figuring out how to move something forward.
• Detail-oriented: You notice the small things and understand that accuracy matters.
• Organized: You can manage multiple client requests and priorities without losing track of follow-up items.
• Proactive: You don't wait for someone to tell you every next step—you anticipate needs and take ownership.
• A strong communicator: You can explain information clearly and professionally to clients with varying levels of familiarity with insurance.
• Calm under pressure: You are comfortable handling clients who may be frustrated, confused, or dealing with an unexpected issue.
• Collaborative: You enjoy working with others and know when to pull in additional resources to solve a problem.

Qualifications

• Previous experience in client service, customer service, account coordination, insurance, financial services, healthcare administration, hospitality, or another high-touch service environment preferred.
• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple priorities and follow issues through to resolution.
• Comfortable learning insurance products, terminology, systems, and processes.
• Proficiency with Microsoft Office, including Outlook, Word, and Excel.
• Experience working within a CRM or client management system is helpful.
• Insurance industry experience is helpful but not necessarily required.
• Ability to obtain applicable insurance licensing within a designated period following hire, if required.

This is a full-time, in-office position designed for someone who enjoys being part of a collaborative team and working closely with colleagues to deliver an exceptional client experience. The role is primarily office-based and does not require regular travel.

The Opportunity

This is a great opportunity for someone who enjoys being the person others can rely on to figure things out and get things done. You will have the opportunity to build strong client relationships, become knowledgeable within the insurance industry, and play an important role in delivering the kind of thoughtful, concierge-level service that keeps clients coming back.