Insurance Client Services & Office Coordinator

6AM City, LLC; New Jersey; On-site; USD 41,000 - 50,000; Full time

Job summary

6AM City, LLC is seeking a Client Service Specialist / Office Coordinator to provide administrative and client services support to the insurance team. The role involves servicing clients, scheduling, processing policy documents, maintaining records, and assisting with office coordination while upholding confidentiality.

The position requires strong Microsoft Office skills, customer service excellence, and the ability to work with teams in a fast-paced environment.

Qualifications

• Experience in business, financial services or insurance.
• Proficiency in Microsoft Office Suite, especially Excel and Word.
• Management background preferred.
• Excellent customer service, communication and time management skills.

Responsibilities

• Schedule policy delivery appointments upon receipt of policies.
• Send out annual review reminder emails/calls and set appointments.
• Send out additional premium reminder letters.
• Identify sales opportunities during annual reviews and set appointments with agent.
• Respond to client inquiries via phone, email, or in person in a professional and timely manner.
• Manage CRM workflow tasks and weekly operation tracking for each department.
• Prepare marketing materials and manage website/blogs and social media.
• Perform general office duties and maintain accurate client records.

Skills

Customer service

Time management

Communication

Microsoft Office

Education

Associate degree

Bachelor’s degree

Tools

Excel

Word

Job description

6AM City, LLC is seeking a Client Service Specialist / Office Coordinator to provide administrative and client services support to the insurance team. The role involves servicing clients, scheduling, processing policy documents, maintaining records, and assisting with office coordination while upholding confidentiality.

The position requires strong Microsoft Office skills, customer service excellence, and the ability to work with teams in a fast-paced environment.