Client Coordinator Resume Samples

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PL
P Little
Prince
Little
478 Kiley Wall
Houston
TX
+1 (555) 706 5817
478 Kiley Wall
Houston
TX
Phone
p +1 (555) 706 5817
Experience Experience
San Francisco, CA
Client Coordinator
San Francisco, CA
Dooley-Feest
San Francisco, CA
Client Coordinator
  • Address root causes and seek continuous improvements –constantly look for ways to improve work processes
  • Provide data and review Customer Service performance with manager/supervisor
  • Provide assistance and computer support to the real estate team to maximize utility of reporting and web-based management tools
  • Provides administrative and client service support to Employee Benefit Account Managers, Strategic Account Executives and Sales
  • Initiate process improvements internally and externally to improve KPI’s
  • Work independently and assist the team in realizing goals and standards – share knowledge and best practices
  • Execute milestone updates (TRACK IT/ASN) and liaise with 3PL providers to submit timely milestone updates
Los Angeles, CA
Key Client Coordinator
Los Angeles, CA
Bednar-DuBuque
Los Angeles, CA
Key Client Coordinator
  • Assist with or coordinate general administrative work, including data input, travel arrangements, client event planning, filling demands, visit planning etc
  • Assist the Key Client Manager in preparing and managing the flow of market data and pricing analysis
  • Self-Motivator, performance driven individual with analytical mindset
  • Manage and respond to pricing, service and general information inquiries in a timely and accurate fashion
  • Establish/build strong business relationships with clients and internal stakeholders throughout various departments
  • Manages the end to end shipment process in compliance with all company procedures
  • Key client relationship management
present
Boston, MA
Business & Client Coordinator for a Technology Company
Boston, MA
Greenfelder, Rice and Wilderman
present
Boston, MA
Business & Client Coordinator for a Technology Company
present
  • Compile lists of prospective customers for use as sales leads, based on information from ad inquiries, trade shows, direct mail responses, card file leads, aged leads, dealer resellers, business directories, Internet Web sites, and other sources
  • Make outbound lead and follow-up calls to potential and existing customers by telephone and e-mail to qualify leads and set appointments
  • Overcome technical and business objections of prospective customers
  • Prepare reports of business activities
  • Enter new customer data and other sales data into competitive database
  • Maintain contact database and relationships with current customers
  • Work with sales teams to keep account activities and literature up to date
Education Education
Bachelor’s Degree in Marketing
Bachelor’s Degree in Marketing
Columbia University
Bachelor’s Degree in Marketing
Skills Skills
  • Ability to multi-task, pay attention to detail and type quickly and accurately
  • Excellent interpersonal skills; professionalism
  • Maintains solid work ethic and enthusiasm for quality
  • Advanced computer proficiency, confident use of Microsoft Office and ability to learn other software tools
  • Strong ability to research around patient, provider, payer and physician for proposal writing
  • Able to communicate effectively to varied audiences, including strong positioning skills and positioning sensitive information with limited direction
  • Possess knowledge and exposure to fundamental marketing theories, principals, and concepts
  • Demonstrates maturity and professionalism in response to stressors
  • Excellent listening, verbal and written communication skills
  • Ability to apply judgement in handling sensitive/confidential documentation
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15 Client Coordinator resume templates

1

Platinum Client Coordinator Resume Examples & Samples

  • Provide customer service, documentation support and project management /coordination of global account maintenance solutions for global clients
  • Provide assistance in negotiation of contracts, terms and conditions etc., with the support of Paralegal team
  • Work closely with internal business partners to ensure correct information is being provided to the client. Once completed documents are received, the Documentation Specialist will complete the transaction timely and confirm completion with the client
  • Interact with Account Managers, Implementations, Service and Management on daily activities. - Collaborate with internal teams to optimize processes and build relationships with our partners
  • Candidate should be able to work under tight deadlines with various internal parties in order to ensure timely execution of Client requests
  • Understanding AO /AMT processes country by country in LatMex region and be able to explain these different processes to the TTS clients
  • Demonstrated proficiency with global documentation
  • Prior experience working with high profile clients
  • Exhibit strong written and verbal communication skills
  • Ability to proficiently use MS Office products, particularly Excel
  • Fluent in English a requirement
  • Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience
2

Client Coordinator Resume Examples & Samples

  • Client Contact: Participates in the Client strategic planning process to collect, refine, and interpret Client marketing solutions requirements for entry into appropriate internal systems and communication to internal/external stakeholders. Makes recommendations during marketing solution development and refinement stages. Educates Client on Valassis requirements
  • Internal Contact: Translates Client’s needs and directs internal cross-functional departments on Client expectations. May need to influence internal cross-functional departments to deviate from standard expectations. Audits, applies and manages Client requirements against outputs from other internal stakeholders to ensure Client requirements are met
  • Client Reporting: Compiles and maintains client specific reports.​
  • Possess knowledge and exposure to fundamental marketing theories, principals, and concepts
  • To perform this job successfully, an individual should be able to utilize internal, custom computer systems and be proficient with Microsoft Office \(MS Outlook Contact Management, MS PowerPoint Design, MS Excel Spreadsheet, and MS Word Processing\) and Internet software
  • Able to multi-task and multi-manage
  • Extensive Client facing experience; ability to coordinate multiple Client contacts and Client types
  • Requires extensive training and experience to perform a wide variety of interrelated procedural assignments and resolve a wide variety of issues
3

Client Coordinator Resume Examples & Samples

  • Must be able to utilize internal, custom computer systems and be proficient with Microsoft Office \(MS Outlook Contact Management, MS PowerPoint Design, MS Excel Spreadsheet, and MS Word Processing\) and Internet software
  • Demonstrated ability to drive initiative\(s\) forward; Displays empowerment and influence
  • Demonstrates maturity and professionalism in response to stressors
4

Certification Client Coordinator Resume Examples & Samples

  • Track and report requests in depicted database
  • Cross-train for other
  • Certification positions to be able to provide occasional support
  • Assisting with the training and development of other staff members
  • High School Diploma, or equivalent; Bachelor’s Degree preferred
  • At least two years customer service or administrative experience preferred
  • Ability to communicate effectively in a global organization with remote business partners
  • Performing general emailing, faxing, scanning, copying, mailing, etc
5

Client Coordinator Resume Examples & Samples

  • Work with clients and prospective clients in the New England area to secure business for the branch
  • Coordinate with other Intertek branches to ensure superior service to those clients using multiple sites
  • Update and maintain client contacts within the New England area
  • Support the Operations team as needed
  • Ten + years’ experience in the Petroleum testing and inspection field
  • Knowledge of the New England Petroleum industry
  • Ability to meet and secure business
  • Superior presentation skills
6

Cosmetic Client Coordinator Resume Examples & Samples

  • Greet clients as they check in to Spa Nordstrom and make them feel welcome
  • Answer telephone calls and schedule appointments
  • Promote Nordstrom Spa products and services
  • Strong organizational and written communication skills
  • Ability to work as a team player in a fast-paced environment, handling multiple priorities and quickly learning new procedures
7

National Client Coordinator Resume Examples & Samples

  • Support Client Management team in pursuing and securing new business
  • 4 year college degree, preferably in business, communications, or marketing
  • Minimum of 3 years professional experience in a fast-paced business environment; preferably in a sales support role
  • Proficient with Microsoft Office applications; Excellent Excel skills a must
  • Strong project management skills and follow through
  • CRM Database experience a plus
  • Exceptional organizational skills and attention to detail
  • Team player with ability to take direction and work independently when needed
  • Strong communications skills, including an understanding of grammar
  • Intelligent, flexible, self-starter, motivated, effective, take-charge personality
  • Capable of juggling multiple projects and meeting deadlines in a fast-paced environment
8

Client Coordinator Specialist Resume Examples & Samples

  • Provide administrative and technical support to CLS and consult with other Covance
  • Act as a liaison between the Client Coordinator team and all other Covance departments
  • Responsible for effective and timely adherence to management communications, meetings
  • Ability to use computer and office software applications (e.g. Microsoft Word, Excel, MSAccess
9

Client Coordinator Resume Examples & Samples

  • Provides administrative support to Account Managers, clients and carriers
  • Assists with preparation of prospect packages and internal/external communications such as reports and presentations
  • Assists with the Request for Proposal (RFP) process
  • Pulls together benefit enrollment guides and coordinates packet assembly
  • Assists in marketing of accounts including, preparing applications, reviewing and submitting applications to carriers and following up on submitted documentation
  • Prepares documents for monthly and quarterly client meetings
  • Updates and maintains internal reporting systems and documentation
  • Tracks monthly reports from carriers and distributes as necessary
  • Requests Schedule A’s and follows up to ensure they are received timely
  • Monitors delivery and fillings of Form 5500s
  • Designs health promotion components for clients to effectively meet client needs/interests
  • Serves as point of contact for health promotion vendors; coordinates vendor services for client
  • Coordinates Health Risk Appraisals, Biometric Health Screenings, Health Fairs, and other Health Promotion and Wellness activities
  • Responsible for general filing and correspondence
  • Demonstrated proficiency with Microsoft Office Suite, with advanced proficiency in Excel, Word and PowerPoint
  • Strong oral and written communication essential
  • Must have strong relationship building skills and be customer focused
  • Must be a self-starter and demonstrate resourcefulness
  • Ability to work independently and in a team environment essential
10

Client Coordinator Resume Examples & Samples

  • Previous real estate experience in a commercial real estate organization (min 1 yr experience)
  • RECO license an asset
  • College or University degree strongly preferred
  • Computer proficiency in Adobe applications such as InDesign, Photoshop, Illustrator & Acrobat Professional and Microsoft applications such as Word, Excel, PowerPoint, Outlook
  • Strong skill sets in electronic marketing (Twitter, LinkedIn)
  • Ability to deliver excellent customer service at all levels of the organization and with external partners
  • A strong command of grammar and writing skills for the purpose of proof reading and editing
  • Exhibit a high level of professionalism and excellent interpersonal skills
  • Ability to meet deadlines without compromising accuracy, excellent product quality and attention to detail
  • Possess strong organizational, time management and project management skills with a demonstrated ability to work both independently and within a team environment
  • Appropriate work ethic/commitment level required
11

Client Coordinator Resume Examples & Samples

  • Coordinating Change Request resources
  • Leading high risk/high visibility Change Requests
  • Review of the previous night’s changes
  • Submitting and/or escalating Services Requests
  • Submitting and/or escalating Problem Tickets
  • Review of hourly/daily report emails (such as alerts.log, Oracle, and top IP reports)
  • Client Coordinators are responsible for facilitating problem solving and technical resolution meetings between the Assigned Client Engineer’s and the client
  • Client Coordinator is responsible for leading and attending daily, weekly, and monthly meetings
  • Organize, implement, and report status of ongoing operational improvements to the existing infrastructure
12

Client Coordinator Specialist Resume Examples & Samples

  • 1 year experience at Covance or 3 years experience in an applicable field
  • Demonstrated communication and organizational skills
  • Demonstrated attention to detail
  • Proven ability to excel in a fast paced environment
  • Proven experience and knowledge of processes and tools used in department
  • Demonstrated ability to liaise with internal departments
13

Client Coordinator Resume Examples & Samples

  • Manage client data in CRM, ensuring all communications are logged, information is accurate and documents are attached
  • Analyze and process data for the department via the CRM for monthly team meetings, quarterly business reviews and KPI project tracking
  • Conduct analytical reporting for budget and billable invoicing
  • Interact with internal and external customers and prepare pre and post work for client meetings
  • Coordinate the proposal and project process with Consulting and Business Development business leads
  • Process billable and invoices for customers
  • Lead therapeutic and corporate profile research for proposal background documents
  • Lead all Innomar conference logistics, budget tracking, and communications with external stakeholders
  • General administration duties for the departments as necessary
  • University education in Business, Communications or related field
  • 2-5 years’ experience in a similar client facing role
  • Excellent listening, verbal and written communication skills
  • Experience in specialty pharmaceuticals preferred
  • Experience in healthcare, consulting, sales, or payer fields a plus
  • Excellent client service skills
  • Proficient in MS Office products (Excel, Powerpoint, Word, MS Outlook) and other presentation platforms
  • Strong ability to research around patient, provider, payer and physician for proposal writing
14

Key Client Coordinator Resume Examples & Samples

  • To help develop and nurture strong, profitable and long-term client relationships
  • To pro-actively as well as reactively engage in daily work with clients aiming to deliver high quality, professional and friendly service. Strive for swift resolution of valid client complaints
  • To act as support function for the Key Client Manager in terms of preparing service and rate proposals, pricing inquiries, tender preparations and submission, presentations and monitoring of client performance versus targets
  • To coordinate and participate in client meetings as required
  • Manage and respond to pricing, service and general information inquiries in a timely and accurate fashion
  • Independent responsibility for rate negotiations in main trade lanes
  • In the event of a material service failure/deficiency, work across functional and across Area boundaries with the aim to find root cause and initiate action to eliminate same
  • Prepare and maintain client data files as necessary
  • Assist with or coordinate general administrative work, including data input, travel arrangements, client event planning, filling demands, visit planning etc
  • Monitor adherence to agreed commitments, terms, and conditions, including outstanding freight and credit provisions
  • Fluent in English both written and spoken, German would be an advantage
  • High interpersonal communication skills
  • Be innovative and constant in driving for change
  • Experience in shipping industry (either Carrier / Forwarder company)
  • Flexible and able to learn quickly in terms of various IT systems and internal processes
15

New Client Coordinator Resume Examples & Samples

  • Set up the new client account in the applicable platform (this may also include General Ledger, Accruals and Worker’s Comp setup)
  • Welcome call and all other necessary client communication via phone and/or email
  • The New Client Coordinator will analyze client needs and provide proper recommendations for product features/enhancements to ensure complete customer satisfaction
  • Process initial payrolls for the client until a perfect payroll is achieved with no less than two payrolls run before turnover is made to assigned representative/team (if applicable)
  • Balance client’s YTD earnings and taxes in addition to reconciling any differences that may occur
  • Ensure client is training
  • Provide assistance and backup for other team members
  • In our busy season, the team works overtime hours; weekdays and weekends as requested; not limited to but with an emphasis on daily overtime and weekend hours during year-end months (December through February)
  • HS diploma or GED equivalent required
  • 3+ years prior job related experience in Data Entry and Customer Service
  • 1+ years prior Payroll software or operations experience
  • Expertise in payroll and knowledge of industry applications
  • Experience with Microsoft Office
  • Excellent customer service and team working skills required
  • Computer savvy including working with Microsoft Excel spreadsheets
  • Exposure to Accounting or Payroll systems such as QuickBooks or ADP
  • Bilingual (English/Spanish) preferred
  • CPP/FPC certification preferred
16

Client Coordinator Resume Examples & Samples

  • Database Management
  • Manage content creation process with regards to timeline and production cycle
  • Sales and Deal Support
  • Market Operations Director or Office Manager (in rare cases fee earner directly)
  • Accuracy of produced documents
  • Timeliness of produced documents
  • Variance to Budget and Timeline
  • Bachelor’s Degree (Business, Communications, Engineering, or Architecture as plus)
  • 0-3 years’ experience in a professional organization or equivalent educational experience
  • Administrative experience for executive level professional for more senior positions
  • Knowledge of Microsoft Project (Service Line Specific)
  • Commercial Real Estate experience a plus
  • State Real Estate license required
17

Client Coordinator Resume Examples & Samples

  • Receiving bookings made by the customer and & placing booking request to the contracted 3PL providers (air, ocean, truck)
  • PO Management & follow-up with production sites, customer and 3PL provider
  • Processing & follow-up on administrative and operational documentation towards external parties
  • Reporting to internal and external stakeholders
  • Adhering to the standard process and customer specific IOP’s
  • Ensuring data quality of digital file timely passed on to the customer according to the agreed Service Level Agreement (SLA)
  • Query resolution with external & internal stakeholders
  • Maintaining a good relationship with the customer as well as with the contracted 3PL providers
  • Provide input for monthly business review with customer and contracted 3PL’s
  • Updating/creating customer specific IOP’s
  • HSSE non-conformance registration and follow-up according to the customer requirements
  • First line handling of claims
  • Cost approval of additional costs and communication to the customer
  • Indicate Cost saving initiatives which are in the customer’s interest
  • Receive customer booking & place carrier booking
  • Receive bookings made by the customer
  • Verify booking data and check for optimization possibilities
  • Place carrier bookings with contracted 3PL providers for Air, ocean and truck according to the requested delivery window by the customer
  • PO Management
  • Coordinate with follow-up with production sites, customer and 3PL provider in order to ship out customer orders within the requested delivery window
  • Validate details of open PO report as per defined timelines
  • Exception management related to receipt & verification of PO details, validation & confirmation of bookings
  • Monitoring of selected logistics provider in terms of timely pickup and delivery of orders assigned to them
  • Ensure ASN sending upon receipt of booking
  • Responsible for PO check in AAA2 reports and coordinate with customers to get the PO's re-triggered
  • Solution finding/ problem solving and coordination with customer for orders that deviate from the original schedules or ad hoc issues
  • Booking process & Follow-up
  • Place carrier booking which meets the requested delivery window
  • Coordinate Intermodal related activities with contracted 3PL (contact point)
  • Coordinate loading schedule with production sites based upon carrier booking confirmation
  • Coordinate CHB related activities with contracted customs broker (contact point)
  • Data quality, Reporting & follow-up
  • Ensure integrity of data entered into systems (MODS)
  • Ensure integrity of data entered into systems by the GSC (MODS)
  • Control of shipping documentation as well as of bills of lading, LC’s
  • Follow-up on ‘On the water report’ created by GSC
  • Execute milestone updates (TRACK*IT/ASN) and liaise with 3PL providers to submit timely milestone updates
  • Analyse/validate customer operational KPI reports
  • Initiate process improvements internally and externally to improve KPI’s
  • Customer relationship
  • Maintain good customer relationship and service attitude
  • Create, adhere to and maintain customer specific IOP's
  • Provide data and review Customer Service performance with manager/supervisor
  • HSSE non-conformance registration and claim handling
  • Register non-conformances
  • Follow-up on non-conformances and corrective action plans
  • First line handling of potential claims
  • Update claims register
  • Jobcosting & CM1
  • Facilitate correct and timely issuance of deferment i.e. proper and timely cost approval information sharing with finance department
  • Facilitate follow up on timely sales invoicing / ICB administration as a whole
18

Client Coordinator Resume Examples & Samples

  • Build strong and lasting relationships with customers and provide second-to-none customer service
  • Take full responsibilities and end-to-end ownership of customer shipments and issues
  • Engage in constructive problem resolution and provide solutions
  • Act and communicate proactively and keep customers informed of any issues or changes in the booking
  • Address root causes and seek continuous improvements –constantly look for ways to improve work processes
  • Work independently and assist the team in realizing goals and standards – share knowledge and best practices
19

Client Coordinator Resume Examples & Samples

  • Be your customer´s primary contact and actively build strong relationship
  • Handle daily communication with internal and external customers and stakeholders
  • Take ownership and responsibility for customer satisfaction
  • Be a team player as well as an individual contributor
  • Continuously seek improvement opportunities
  • Work according to defined objectives and targets
  • Be responsible for the own personal development and performance
20

Key Client Coordinator Resume Examples & Samples

  • Key client relationship management
  • Sales skills and negotiation tactics
  • Support frontline sales to serve global forwarder customers in Asia and provide one point entry to Maersk Line; proactively understand the needs of customers and reflect to KCM and team leader, propose and deliver the best solution to customers
  • Build/maintain good relationships with customers, CEN,region /cluster offices in Asia, destinations
  • Handle enquiries from customers and internal parties on rate, delivery
21

Key Client Coordinator Resume Examples & Samples

  • Manages the end to end shipment process in compliance with all company procedures
  • Owns and manages the customer experience of Key Customers
  • Owns all customer issues and facilitates their timely and effective resolution by engaging relevant internal stakeholders
  • Responsible for the daily customer interactions with the company. Enhance the level of customer satisfaction, anticipate and solve customer problems
  • Has at least 3 years of experience to fulfill the role
  • Establish and maintain good relationships with clients through regular telephone contact, visits and reviewing our service to ensure a quality service is provided at all times
22

Business & Client Coordinator for a Technology Company Resume Examples & Samples

  • Compile lists of prospective customers for use as sales leads, based on information from ad inquiries, trade shows, direct mail responses, card file leads, aged leads, dealer resellers, business directories, Internet Web sites, and other sources
  • Make outbound lead and follow-up calls to potential and existing customers by telephone and e-mail to qualify leads and set appointments
  • Overcome technical and business objections of prospective customers
  • Prepare reports of business activities
  • Enter new customer data and other sales data into competitive database
  • Maintain contact database and relationships with current customers
  • Work with sales teams to keep account activities and literature up to date
  • Participate in ride-alongs with sales teams when appropriate to grow knowledge base
  • Assist with coordinating and organizing marketing projects
  • Assist with sales administrator duties as necessary
  • Attend sales seminars, sales meetings or educational activities to stay up-to-date on the latest developments and trends in the market place
  • Valid driver's license and minimum levels of auto insurance coverage
  • Excellent communication (oral and written and presentation skills)
  • Proficiency using MS Office (PowerPoint, Excel and Word) and the internet for research
  • Personal drive and internal motivation toward high achievement
  • Ability to work collaboratively and effectively in a team-oriented environment
  • Ability to influence, negotiate and communicate at all organizational levels
  • Demonstrated flexibility and adaptability; willingness to take risks and try new approaches
23

Client Coordinator Resume Examples & Samples

  • Builds a good understanding of target customers and their business
  • Maximizes the impact of transactional sales through effective probing and lead qualification
  • Provides a personalized service and builds relationships with customers
  • Tracks competitor information and market trends and suggests required action
  • Formulates and manages service contracts with customers
  • Communicates service or rate changes, notable trends, policies and other relevant information to assigned accounts
  • Assists with processing price quotes and rate negotiations
  • Ensures customer relationship management tools are updated on time and are of excellent quality
  • Is typically responsible for supporting a small/medium size impact client base in any size cluster
24

Client Coordinator Resume Examples & Samples

  • Previous experience in a commercial real estate or related sales organization (min 3-5 yrs experience)
  • Experience in coordinating and administering a Client Relationship Management (CRM) program, preferably Salesforce
  • Ontario Real Estate license preferred but not a must
  • College diploma or University degree strongly preferred
  • Computer proficiency in Microsoft applications, Word, Excel, PowerPoint, Outlook
  • Adobe Creative Suite 4 or 5 would be an asset
  • Client management skills
  • Research and analytical skills
  • Ability to work independently while providing support to a team
25

Client Coordinator Specialist Resume Examples & Samples

  • Provide administrative and technical support to CLS and consult with other Covance departments as needed
  • Review Project Manager (PM) requests to ensure accurate information has been provided
  • Generate and review Covance database reports and resolve issues as needed
  • Responsible for the management of technical information related to supported department(s) activity
  • Maintain global communication and coordination with all Covance CLS units regarding service definitions/changes for global processes
  • Manage day-to-day tasks related to the departmental internal and external communication
  • Act as a liaison between the Client Coordinator team and all other Covance departments and business units
  • Work with the Global Team Manager, Supervisor, and/or designated team members to ensure prioritization of the tasks linked to the defined responsibilities
  • Responsible for effective and timely adherence to management communications, meetings and procedures
  • Document all service failures, resolve, and escalate to management when appropriate resolution is incomplete
  • Participate in team tasks related to planning, budgeting and departmental team issue resolution
  • Participate in process improvement initiative(s) within the department and in collaboration with other CLS departments
  • Provide dedicated support for Sponsors (as needed/requested by PMs)
26

Client Coordinator Resume Examples & Samples

  • Analyze and evaluate data and complete steps necessary to provide solutions and close projects
  • Collaborate with other internal groups as required
  • Ensure that electronic project and client files and databases are maintained/administered appropriately
  • Assist with forecasting and month end reports
27

Client Coordinator Resume Examples & Samples

  • Undertake all aspects of administration in an efficient and effective manner to assist the team of real estate professionals in the management of a large portfolio of commercial real estate clients
  • Manage timelines, updates and monitor assigned tasks and projects
  • Coordinate and implement reporting requirements including developing standardized reports and templates
  • Coordinate client meetings, internal meetings and special events and prepare meeting summaries as directed
  • Arrange travel, travel agenda and complete expense reports as required
  • Assist with maintaining and updating marketing materials and internal templates
  • Prepare general documents and business related correspondence
  • Provide assistance and computer support to the real estate team to maximize utility of reporting and web-based management tools
  • Assist with various aspects of client reporting
  • Support with the preparation and production of documents such as RFP's, RFl 's, Offers and Agreements
  • Advanced computer proficiency, confident use of Microsoft Office and ability to learn other software tools
  • Well-developed organizational and time management skills
  • Ability to prioritize and balance requirements of both internal and external clients
  • Ability to apply judgement in handling sensitive/confidential documentation
  • Ability to work collaboratively in a spirited team environment
28

Client Coordinator Resume Examples & Samples

  • Provides administrative and client service support to Employee Benefit Account Managers, Strategic Account Executives and Sales
  • Provides daily customer service support providing timely resolution of client eligibility issues and claims inquiries
  • Assists in the open enrollment process by coordinating with carriers, creating benefit enrollment guides, and attending open enrollment meetings as needed
  • Supports Account Manager with excel spreadsheets, PowerPoint presentations, and carrier correspondence
  • Assists Account Manager with processes and projects timely, efficiently and error free to meet client and renewal deadlines
  • Manages client database and maintains accurate and complete documentation of all processed client related transactions
  • Attends weekly meetings with Account Manager, keeping abreast of strategy updates
  • Possesses the ability to read and understand contracts/agreements in association with clients, vendors, and third-party administrators
  • Maintains strong, trusting relationships with clients and carriers; manages multiple tasks and prioritizes work so that day-to-day client needs are met
  • Demonstrates knowledge of compliance and legislative issues, ERISA, HIPAA, FMLA, ADA, COBRA, FSA, Section 125, 5500s (all that apply). Reads and understands contractual language
  • Reviews, understands and interprets Summary Plan Descriptions, Plan Document filing requirements, and other client-related compliance materials
  • Demonstrated proficiency with Microsoft Office Suite, with advanced proficiency in Excel and PowerPoint
29

Client Coordinator Resume Examples & Samples

  • Must possess complete knowledge of general computer, fax, copier, scanner, and telephone
  • Must be knowledgeable of multiple software programs, including but not limited to Microsoft Word, Outlook, Excel, and the Internet
  • Must have a full understanding of HIPPA regulations and compliance
  • Must be a qualified typist with a minimum of 40 W.P.M
  • Ability to follow instructions and respond to managements’ directions accurately
  • Must be able to maintain confidentiality
  • Must be able to demonstrate and promote a positive team -oriented environment
  • Must be able to stay focused and concentrate under normal or heavy distractions
  • Must be able to work well under pressure and or stressful conditions
  • Must possess the ability to manage change, delays, or unexpected events appropriately
  • Must maintain a professional and clean appearance at all times consistent with company standards
30

Key Client Coordinator Resume Examples & Samples

  • Establish/build strong business relationships with clients and internal stakeholders throughout various departments
  • Highlight service deficiencies and/or impediments to business development to appropriate business owners
  • Prepare client presentations and service proposals
  • Assist the Key Client Manager in preparing and managing the flow of market data and pricing analysis