Orlando Client Services Coordinator — In-Office

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 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.