Hybrid Client Liaison & Intake Coordinator

The Phia Group; Massachusetts; Hybrid; USD 42,000 - 56,000; Full time

Job summary

The Phia Group is seeking an Intake/Project Coordinator to serve as the primary liaison between our Phia Group Consulting (PGC) team and clients across multiple lines of business. This role requires independent work, strong organization, and clear written and verbal communication in a fast-paced environment.

Responsibilities include routing client requests, coordinating meetings, preparing reports, and maintaining SOPs.

Qualifications

• High School diploma or GED required.
• Bachelor's degree preferred.
• 0-2 years related work experience. Bonus: healthcare/insurance knowledge.
• Excellent attention to detail with multi-tasking ability.
• Strong written and verbal communication; able to interact with all staff and clients.
• Proficiency in MS Word, Outlook, and Excel.

Responsibilities

• Serve as liaison between PGC and clients across multiple lines of business.
• Manage client requests and routing through each line of business’ workflow.
• Log inquiries via email/phone and track using proprietary software.
• Maintain professional demeanor in communications and meetings.
• Prepare routine written responses and data reports.
• Schedule and coordinate internal/external meetings; log notes and follow-ups.
• Audit SOPs and templates; partner with Data Analyst on process improvements.

Skills

Attention to detail

Written communication

Verbal communication

Data analysis

Multitasking

Organizational skills

Education

High School diploma or GED

Bachelor's degree preferred

Tools

MS Word

Microsoft Outlook

Excel

Job description

The Phia Group is seeking an Intake/Project Coordinator to serve as the primary liaison between our Phia Group Consulting (PGC) team and clients across multiple lines of business. This role requires independent work, strong organization, and clear written and verbal communication in a fast-paced environment.

Responsibilities include routing client requests, coordinating meetings, preparing reports, and maintaining SOPs.