Client Services Coordinator - Orlando, FL Area

Charles Taylor plc; Orlando (FL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) with match

Job summary

Charles Taylor is seeking a Client Services Coordinator to join the Maitland, Florida team. This full-time, in-office role will handle new investigative assignments, communicate with clients, and input data into the case management system with precision.

The ideal candidate offers strong customer service, excellent communication, and meticulous organization. Training is provided, with growth opportunities within the company.

Qualifications

• Exceptional customer service skills with professional client communication.
• High attention to detail and commitment to accuracy.
• Excellent written and verbal communication abilities.
• Strong organizational and time management skills.
• Ability to prioritize and multitask in a fast-paced environment.
• Ability to manage competing priorities while maintaining accuracy.
• Proficient data entry and computer skills.
• Ability to learn new software, systems, and processes quickly.
• Clear, professional business email writing skills.
• Strong telephone communication abilities.
• Collaborative yet able to work independently with initiative.
• Maintain confidentiality of client and case information.
• Proficient with Microsoft Office and routine database activity.

Responsibilities

• Receive, acknowledge, and process new investigative assignments from clients.
• Enter assignment information, client instructions, and documents into the case management system.
• Review incoming assignments for completeness and identify missing information.
• Communicate with clients by phone and email regarding new assignments and questions.
• Coordinate with regional management, Sales, and internal teams for clarification.
• Assist with preliminary case setup and other initial tasks.
• Manage incoming/outgoing mail and prepare documents for mailing or shipment.
• Coordinate shipping and mailing of evidence or materials as needed.
• Upload and link evidence and materials to appropriate cases.
• Maintain organized electronic and physical records.
• Support additional Client Services and administrative responsibilities.

Skills

Customer service

Attention to detail

Communication

Organization

Multitasking

Data entry

MS Office

Email writing

Telephone skills

Interpersonal skills

Independent work

Confidentiality

Learning new software

Education

High school diploma or GED

Customer service/administrative experience preferred

Experience in fast-paced office environment preferred

Insurance or investigative industry experience is a plus

Tools

Microsoft Office

Case management system

Job description

Charles Taylor North American Careers

Let our growth enable yours

Position: Client Services Coordinator - Orlando, FL Area

Location: Orlando, FL

Job Id: 1212

# of Openings: 1

Charles Taylor is a highly successful global provider of professional services to the insurance industry. Contego Investigative Services, LLC, a division of Charles Taylor, is a leading nationwide Investigative Services company with offices located across the United States.

We are seeking a Client Services Coordinator to join our Maitland, Florida team. This is a full-time, in-office position.

Position Summary

The Client Services Coordinator is responsible for receiving and processing new investigative assignments, communicating directly with clients, and accurately entering assignment information into the case management system. This position assists with preliminary case setup, reviews incoming requests for necessary information, and works with clients and internal team members to obtain clarification or additional details when needed. As an in-office member of the Client Services team, this position is also responsible for managing incoming and outgoing mail, preparing documents and materials for mailing or shipment, receiving and uploading evidence and case-related materials, and ensuring all materials are properly routed and associated with the appropriate assignments. This is a fast-paced role that requires exceptional customer service, strong attention to detail, and the ability to manage multiple priorities at once. The ideal candidate is organized, dependable, comfortable communicating directly with clients, and able to work independently while taking initiative. Training is provided, with opportunities for growth within the company.

• Receive, acknowledge, and process new investigative assignments from clients.
• Accurately enter assignment information, client instructions, and supporting documentation into the case management system.
• Review incoming assignments for completeness and identify missing or unclear information.
• Communicate directly with clients by phone and email regarding new assignments, questions, missing information, and clarification of investigative requests.
• Coordinate with regional management, Sales, and other internal team members when additional information or clarification is needed.
• Assist with preliminary case setup and other initial case-related tasks before assignments are moved forward.
• Receive, sort, and process incoming mail and ensure materials are routed appropriately.
• Prepare and process outgoing mail, correspondence, documents, and case-related materials.
• Coordinate shipping and mailing of evidence or other materials as needed.
• Receive incoming evidence, documents, media, and other case-related materials and accurately upload or associate them with the appropriate case.
• Maintain organized and accurate electronic and physical records.
• Assist with additional Client Services and administrative responsibilities as needed.

Qualifications

• Exceptional customer service skills and a professional, personable approach to client communication.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills.
• Strong organizational and time management skills.
• Ability to prioritize and multitask in a fast-paced environment.
• Ability to manage competing priorities while maintaining accuracy and responsiveness.
• Strong data entry and computer skills.
• Ability to learn new software, systems, and processes quickly.
• Ability to write clear and professional business emails.
• Professional telephone communication skills.
• Strong interpersonal skills and ability to work cooperatively with others to achieve a common goal.
• Ability to take direction, follow up, take initiative, and complete tasks in a timely manner.
• Adaptability, initiative, and dependability.
• Ability to work independently while recognizing when clarification or assistance is needed.
• Ability to maintain absolute confidentiality with respect to client, case, and Company information.
• Competent personal computer skills using Microsoft Office applications, electronic mail systems, and routine database activity.
• Ability to maintain regular and acceptable attendance at such level as determined in the Company's sole discretion.

Education

• High school diploma or general education degree (GED) required.
• Previous customer service, administrative, receptionist, client services, or data entry experience preferred.
• Experience working in a fast-paced office environment preferred.
• Previous insurance or investigative industry experience is a plus, but not required.

Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, life insurance and 401(K) with match. If you are seeking a career where you can achieve great things for great clients in a supportive and collaborative environment, then we may be the place for you.

Values

At Charles Taylor, our values define our identity, principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration.

Equal Opportunity Employer

Here at Charles Taylor we are proud to be an Inclusive Employer. We provide an environment of mutual respect with zero tolerance to discrimination of any kind regardless of age, disability, gender identity, marital/ family status, race, religion, sex, or sexual orientation.

Our external partnerships and the dedicated work we do in promoting a transparent and fair recruitment and selection process all contribute to the successful, inclusive, and diverse culture and environment which we are proud to be a part of at Charles Taylor.

About Charles Taylor

Charles Taylor is an independent, global provider of claims solutions, insurance management services and technology platforms for all property and casualty markets, including commercial property, workers’ compensation, and auto/liability. We offer complex loss adjusting, technical services, third-party administration, and managed care programs with specialization in catastrophic, aviation, energy, and marine claims. With over 100 years of expertise at our core, we offer a comprehensive suite of solutions across all lines of business to help our clients manage risk.

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